Surveillance: Fed Cycle with Mike Wilson (Podcast)
Bloomberg Surveillance
00:00
Risk Off
In the near term, we got to be buying the dollar against most major currencies. We know that they're not there yet, and it's torly to trade this as a durable theme. The risk off helps because its pushing yields lower. And in what we're starting to see is the fed had articulated a bit of a focus on growth. So right now you can even see were we're a bit more hawkish n were the market currently price.
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Transcript
