
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
Macro Voices
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The Macro Story - Is the Market Getting That Joke?
The market is really positioned for incredible persistent hawkishness and persistent inflationary pressures. Theretoo with that o short treasury's paying in rates. You know, bare flattening trade. Yo ot going to get stopped out if you begin to remove hikesad frankly, it's important to note that the last hikes are already priced in.
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