

Yes, But What Will Break Markets?
8 snips Apr 12, 2024
This podcast discusses the brewing market tensions amid potential Fed cuts, focusing on commodities, bond markets, and the US Dollar. Topics include MMT effects on fiscal policies, market dynamics post rate hikes, tax-related flows on stock markets, short-term oil price forecast, Dollar vs. Rand trade idea, and insights on central banking trends.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Market Dynamics and Rate Hikes
03:30 • 20min
Tax-Related Flows and Stock Market Behavior
23:11 • 7min
Short-Term Oil Price Forecast and Trading Strategy Discussion
29:51 • 2min
Analysis of Dollar versus South African Rand Trade Idea
31:22 • 2min
Insights on Central Banking and Market Trends
33:39 • 4min