#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
Macro Mondays
00:00
Central Banks, Risk Aversion, and the Direction of the Market
The speakers delve into the perception of central banks, their mistakes in 2021, and the market's role in determining their direction. They discuss the pricing of central banks, emphasizing the surprising hawkishness of Japan, and analyze the impact of oil on disinflation and the possibility of a future recession.
Transcript
Play full episode
