MKT Call 8/2/22: World Watches Taiwan & Bond Market Volatility Explodes
RiskReversal Pod
00:00
The Fed Will Not Be Doing It, but It's Coming Down
The next fed meeting is not until september 20. There's jackson hole between that, this lot of fed speakers out there. The irony here is het, the more that people pivot to that dovishness, you get a rise in commodity prices which then feed into inflation. So it becomes self fulfilling, that the fed won't be done.
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