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The Macro Trading Floor
Animal Spirits Running Loose
Mar 8, 2024
Discussion on the wild animal spirits in various asset classes like stocks, gold, Bitcoin, and options markets. Focus on potential shifts in the Bank of Japan's monetary policy. Insights on carry trades, yield curve strategies, global bond markets, and market trends with gold, Bitcoin, and the dollar. Anecdote about Van Halen's backstage ritual with M&M's for technical needs.
39:02
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Quick takeaways
- Central banks are cautious on interest rate changes due to divergent economic paths and job market trends.
- Bank of Japan contemplates rate hike amid wage growth surge and potential capital flow impacts.
Deep dives
Central Banks' Stand on Rates
Central banks are apprehensive about making significant moves on interest rates, with hesitation seen across various regions. Despite divergent economic paths, similar trends in job markets and wage stickiness contribute to the cautious approach. The Bank of Canada and other central banks are postponing rate actions, leading to market expectations shifting from a March hike to potential adjustments in April or later.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode