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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Wile E. Coyote

Stocks are hanging around but we have seen that before

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Unstable equilibrium

Things will get better or they will get worse. It sounds dumb, but it’s true.

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The Central Banks

Many meetings, rates unchanged, lotta pressers

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