Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...
Positioning Watch – 0 Fed cuts is almost the most favored outcome in market pricing now
Hello everyone, and welcome back to our weekly positioning watch, where we as usual will dive into positioning and sentiment data to provide you...
198 Views
Richmond Fed President Tom Barkin On Getting Inflation Under Control
Flexible financing program at Netsuite.com, special Odd Lots podcast episode with Richmond Fed President Tom Barkin discussing robust demand and...
201 Views
Shipping Watch: No news is bad news (for inflation)
Headlines in the beginning of 2024 were dominated by shipping and logistic troubles but over the last months that has almost died completely...
264 Views
5 Things We Watch – Rates Pricing, Bond Positioning, Equities Setback, USD Wrecking Ball...
Macro is truly back with central banks and pricing of policy rates back on the top priority list amongst traders and investors. Powell’s remarks...
226 Views