Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The US Housing Market Reaction to the Tightening Cycle
01:59 • 3min
The Fed's Expectations Index Is Down to 79.3
04:53 • 3min
The Fed's Inflation Expectations Are Falling
07:33 • 2min
The Outperformance of Aussie Bonds
09:18 • 2min
The Bank of Canada's Core Inflation Data
10:59 • 2min
The Contrast Between Powell and the European Contingent
13:07 • 2min