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Macro Voices
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
Mar 7, 2024
A deep dive into macro risks in major markets with discussions on Fed's potential QE, banking behavior, challenges in China & Europe, and insights from Eurodollar University. Market analysis includes oil trends, S&P levels, tech stocks, and Uranium market dynamics.
01:09:56
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Quick takeaways
- Fed's Waller hinting at a shift in balance sheet to traditional style may lead to speculation of another round of QE.
- Detailed analysis of US economic data reveals complexities in interpreting indicators and forecasts potential challenges in economic landscape.
Deep dives
Discussion on Fed's Waller Comments and Potential QE
The episode delves into the discussion around the recent comments made by the Fed's Waller, hinting at a shift in the Fed's balance sheet towards a more traditional style. The conversation explores the market's reactions, drawing parallels to historical monetary policy actions like Operation Twist. Waller's remarks have sparked speculation about a possible future quantitative easing (QE) program, leading to varying interpretations and market responses.
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