Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 5min
The Uncertainty of the BOE's Rate Direction
04:31 • 4min
The Value of Dots in Policy Guidance
08:12 • 2min
The Bank of England's Terminal Rate Expectations
10:34 • 2min
The Risk of Guilt Yields in the UK
12:17 • 5min
The Market's Difficulty Digesting the Issues
17:37 • 3min
The Advantages of Positioning in Guilt
20:31 • 3min
The Liquidity Issues in the Guilt Market
23:22 • 2min
The Bank of England's Crisis of Confidence
25:34 • 4min
The Lessons Learned From the LDI Crisis
29:53 • 4min