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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Warsh, EUR, Burnham, MU

MU in the spotlight as the USD buyers remain in control

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Waiting to time the USD turn

Getting closer to a USD peak, but not quite there yet

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Peak hawkish?

Perhaps Warsh had no choice but to sound hawkish at his first meeting

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