Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
The Volatility of the Rates Market
02:19 • 6min
The Fed's Rate Hiking Cycle
08:19 • 4min
The Fed and the Terminal Rate, Effectively Not Changed
12:13 • 5min
The Fed's Predictive Power Over History
16:46 • 6min
The Bank of Canada's Latest View on the Fed's Rate Hike
22:43 • 4min
The European Economy and the UBS Credit Suisse Merger
26:59 • 3min
Philip Lane's Tune at the ECB Has Changed
30:09 • 4min
How to Be a Tactical Asset Manager in the Face of Volatility
33:56 • 6min
The JGP Trade and the Japan Yield Curve
39:41 • 7min