This is it. The big FOMC meeting we’ve been waiting for. Scenarios outlined.
Can the economy handle rate hikes? Can the stock market handle inversions?
The Fed could be extremely hawkish this week. Use your imagination.
Dinner with Claudia Sahm, Jon Turek, and a bunch of other smart people! Talking Fed, the US economy, and the best trades for Q1 2022.
Nice entry point for short stocks and that probably means USDCAD goes higher too.
Huge NASDAQ rallies are not bullish. Rates are harder to trade in FX when the curves are flying around.
The Bank of Canada meeting will be interesting, though it is likely to have only a 12-hour impact on USDCAD + Three Big Questions about the Fed.
The US curve is cause for modest alarm if you are short bonds. The Web3 and ETH corrections could be epic.
There is no simple relationship between equity prices and interest rates. It’s complicated. Meanwhile, AUDUSD is starting to look cheap.
The Fed put is not as obviously nearby anymore given the very high level of inflation.
All the factors helping USDJPY higher are no longer helping.
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