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Macro Mondays
Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
Mar 31, 2024
Guest Dario Perkins from TS Lombard discusses Brr-man Powell, USD inflation, Russia, and trading a Biden win. Topics include geopolitical tensions, interest rates, economic growth, and the impact of 3% inflation on the economy.
55:41
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Quick takeaways
- Speculation on central bank rate cuts in June may lead to surprises for investors, betting on unexpected moves is crucial.
- Chinese hoarding of copper stocks raises geopolitical speculation, urging cautious trading due to uncertainty over its motives.
Deep dives
Central Banks' Cutting Season Expectations
Speculation is high on the central banks starting rate cuts in June, but the uniform consensus may lead to surprises. Betting on the surprises could be key. Euro duration has been favored due to signs of possible early rate cut discussions and benign money trends in the Eurozone.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode