Macro & Volatility™ #19: Beyond Liberation Day
Macro & Volatility™ por Josh Silva and Michael Purves
Notas del episodio
- What does Liberation Day mean for inflation?
- Bonds and the Fed are pointing to growth contraction and moderate stagflation
- Tail-hedging didn’t work
- Trump Put is very different than the Fed Put
Palabras clave
inflationvolatilitystagflation