MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
Macro Voices
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Is It Long Gold or Something Else?
It seems to me that the material change here is that the Fed is no longer able to fight inflation as hard as they might have liked to previously. So how do we translate that to a trade opportunity? Is it long gold because they can't raise rates to fight inflation? Gold gives you a little bit more risk off flight to quality, flight to safety type of a trade.
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