podcasts

Animal Spirits Running Loose

This week we discuss USD weakness, the center of the USD smile, the ipmortance of the March 12 CPI release, the BOJ and much, much more.

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am/FX

Tidbits

Initial Claims don’t mean revert. Technicals vs. seasonals battle in stocks

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Myriad

Much to discuss today

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RBNZ and US bonds

Hawkish RBNZ hasn’t unlocked much upside for NZJDPY yet. US bonds trade well.

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