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Macro Mondays #66 - 25BP or 50BP? And how to position
Manage episode 440228444 series 3484981
We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
76 afleveringen
Manage episode 440228444 series 3484981
We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities.
Check out the episode on youtube to see the graphs & videos we look at.
Remember to check out the links below.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
76 afleveringen
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