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The Macro Trading Floor
Volatility is Coming
Mar 15, 2024
Exploring the impact of rising inflation on global macro asset classes and trade ideas. Analyzing real rates near 2% and its effect on Federal Reserve policies. Speculating on $100 oil prices, rate hikes, and bond market volatility. Delving into economic forecasts, Swiss National Bank meeting, and online flexing dilemmas. Hinting at a special guest appearance and upcoming Spectra School sign-up.
35:38
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Quick takeaways
- The bond market is reacting to potential inflation uptick, indicating Fed's limited control.
- Rising oil prices and real rates may impact inflation trends, requiring Fed policy adjustments.
Deep dives
Discussion on Inflation and Central Banks' Action Plans
The podcast delves into the potential shift in economic volatility and bond market stability due to recent CPI and PPI data indicating a possible inflation uptick. The discussion focuses on how rising oil prices and real rates could impact future inflation trends, suggesting the Federal Reserve may have turned dovish prematurely, leading to speculation on their policy adjustments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode