EPISODE · Feb 24, 2021 · 1H 5M

Rates Matter

from Macro-to-Micro Power Hour · host Samantha LaDuc

Rates matter - more than anything right now given we are an economy of debt. Higher real yields are causing concern as the Inflation "super-cycle" narrative starts to spread. Samantha and Jonathan discuss and debate whether the market is front-running not only a 'taper tantrum' (potential tighter monetary) and USD rally (core inflation stronger than expected) but also increasing odds of a de-risking or rotation event (think gamma unwind) from growth-to-value!

Episode metadata supplied by the publisher feed · Published Feb 24, 2021

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Rates matter - more than anything right now given we are an economy of debt. Higher real yields are causing concern as the Inflation "super-cycle" narrative starts to spread.

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Rates Matter

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This episode was published on February 24, 2021.

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