AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Slaying the Inflation Dragon | Jurrien Timmer
Forward Guidance
The Dollar and Financial Conditions
Dollar strengthening its other currencies is a risk off signal typically we saw that DXY go you know in the 100s during March and April of 2020 but it's at 100 now. I think the rise in the dollar is more based on the euro and the yen falling than it is necessarily an all of a sudden demand for dollars if that makes any sense right? The Fed does own about 30 percent of the bond market it owns about 32 percent of tips market and so this one is not not yet fully repressed, Aaron says.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode