EPISODE · Apr 12, 2024 · 37 MIN
Yes, But What Will Break Markets?
from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly
This week Alf and Brent discuss how markets seem to be on the lookout for a release valve for the combination of a Fed talking about cuts while nominal growth doesn't call for them: commodiites, bond markets, and the US Dollar seem to be all brewing under the surface. But what will actually break markets?
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Yes, But What Will Break Markets?
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