5min chapter

Odd Lots cover image

Jon Turek on the Macro Outlook for 2022

Odd Lots

CHAPTER

Do You Think the Fed Is Hiking?

The question for the fed next year is not if they're hiking, but what they're hiking at relative to market pricing. And i think that's kind of what the dollar has leaned them to, right? The dollar has leaned into, ok, their hiking. And it's more likely that they hike more than less. Now i think we're entering this kind of interesting period. I think is especially relevant for emerging markets where i'm not convinced the next height is actually dollar positive. We've seen this pretty significant dollar alle specially since three. But i think what's interesting now is if you get to if the market goes from three to four, there are few interesting externalities. One

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode