The Macro Trading Floor

Nick Givanovic: This is How You Kill Inflation

Jun 5, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
The European Central Bank's Target on a Neutral Rate
03:24 • 3min
3
Is the European Inflation Slowing?
06:07 • 3min
4
The European Central Bank Will Have to Turn Hawkish
08:52 • 3min
5
Is the Troll Army a Bit Lacked in Its Nature?
11:47 • 2min
6
The Macer Environment - Nicka, What's Your Background and Experience?
13:32 • 4min
7
Is Globalization Taking a Step Backwards?
17:35 • 5min
8
Is There a Generational Cliff in This Debate?
22:37 • 2min
9
What's the Market Price in Inflation Expectation?
24:25 • 5min
10
Is the Market Underestimating the Risk of Inflationary Pressures?
29:40 • 2min
11
Is Europe in a Harder Spot Than the Us?
31:47 • 5min
12
The European Central Bank Will Have to Act
36:20 • 5min
13
You're Wrong on This Trade, Why Could That Be?
41:45 • 4min
14
The European Central Bank's C B Reaction Function
45:48 • 4min
15
Is the Market Ready to Push This Termina Rate Pricing?
50:10 • 2min
16
The European Central Bank Doesn't Have a Dot Plot
52:26 • 2min
17
Is There an Easy Inverse Shots Itiafeter?
54:24 • 2min
18
The Curve Is Flattening the Two Ten Space I in the European Curve
56:21 • 2min