Forward Guidance

Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

8 snips
Jan 14, 2024
Kevin Muir, veteran trader and publisher of The Macro Tourist newsletter, discusses the U.S. fiscal deficit, buy-write ETFs, and reasons why he is bullish on inflation breakevens and Japanese equities. He believes inflation surprises will be consistently to the upside and talks about his excitement for Harley Bassman’s new mortgage ETF.
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