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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For alpha, must know beta

I use CAD crosses as an example of an important RV trading concept

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The data won’t play ball

The Fed is desperate to hike, but the data refuses to cooperate.

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GPIF and CPI

The overnight story changes nothing re: GPIF. CPI and Fedspeak on deck.

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