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Unusual Whales Pod Ep. 24: FEDERAL PAUSES RATE HIKES, The US Dollar Currency Dominance, Liquidity, and Refunding the Treasury

Unusual Whales

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The Fed's Positioning in the Markets

Gemini: I think what we're seeing in a lot of ways driving this market action is an increasing recognition of higher for longer. He says the fed remains one or two steps behind and that's really important because it means stocks can outperform bonds. Gemini believes trade was better fifteen percent ago than now but he doesn't believe inflation will be solved by monetary policy.

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