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Macro Mondays
Macro Mondays #66 - 25BP or 50BP? And how to position
Sep 16, 2024
The podcast dives into recent CPI numbers and the Fed's decision on interest rate cuts. There's a captivating discussion on the potential impact of a 25 or 50 basis point cut. The hosts analyze market positioning amid political debates, touching on misinformation and media influence. They also explore the European Central Bank's conflicting signals and their effects on currency markets. The intriguing dynamics of gold investments and the significance of the upcoming Token 2049 event in Singapore are also highlighted.
29:09
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Quick takeaways
- The recent CPI numbers show an inflation increase that contrasts with falling interest rates, revealing market desensitization to inflation concerns.
- The ECB's mixed signals on interest rates and inflation projections highlight a disconnect with economic trends, impacting currency market reactions.
Deep dives
Token 2049: A Major Crypto Event
Token 2049 is presented as the largest crypto event in the world, scheduled to take place in Singapore from September 18th to 19th. With over 20,000 expected attendees, it features prominent figures in the cryptocurrency space, including Balaji Srinivasan and Arthur Hayes, among more than 250 speakers. Additionally, the event includes over 500 side events, transforming Singapore into a crypto hub for a week, culminating in activities such as the Formula 1 Grand Prix. The emphasis on the event highlights its significance within the crypto community and as a must-attend occasion this year.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode