MacroVoices #436 Tian Yang: Left & Right Tails
Macro Voices
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Analyzing Economic Recovery and Inflation Trends
The chapter delves into the recovery of lead indicators suggesting the realness of the current economic progress, discussing the presence of inflation in the market and its reflection in prices. It explores the market's anticipations of Fed interest rate cuts, debates on their justification, and delves into the concept of using forward-looking mechanisms in fixed income to guide trades amidst concerns of policy changes impacting trade profitability.
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