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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Canada, NZ, and ETH

The ETH and BMNR comment is very near the end

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Where to from here

A three-handed view

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I changed my mind

10yy through 4.76% is going to scare people

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