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The Macro Trading Floor
How To Trade Macro Now?
May 17, 2024
Discussion on the soft patch in the US, CPI numbers, trading strategies in low-volatility markets, China's upcoming moves. Insights on US CPI, market focus shifts, mastering trading rules, market crowding analysis, Chinese stock performance, government intervention, and AI creativity in trading discussions.
35:42
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Quick takeaways
- Market optimism despite 3% inflation trend linked to dovish Fed stance and labor market focus.
- Traders benefit from taking a flat position, playing strong hands aggressively, and using Crowded Short Volatility Indicator for market sentiment.
Deep dives
Importance of Understanding CPI and Core PCE Metrics in Market Analysis
Analyzing the CPI print and its impact on markets, it is crucial to remember that the Fed targets the Core PCE metric, not CPI. Despite the 3% inflation trend indicated by Core PCE, the market is surprisingly optimistic due to a new dovish Fed stance and emphasis on labor market fragility.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode