Love the commentary as always, Ilya. I think you are right to point out the potential for a nice move in 6B given the macro event lineup this week. Currencies are certainly in for a “speed round,” so I’m glad you have your answers prepared ahead of time!
Fed didn’t really need to cut at all, that was dumb. Inflation needs to go negative for a while to make up for the steep increase during corona. I think the markets will explode if they decide to cut rates because markets explode on just about any news even remotely positive
Love the commentary as always, Ilya. I think you are right to point out the potential for a nice move in 6B given the macro event lineup this week. Currencies are certainly in for a “speed round,” so I’m glad you have your answers prepared ahead of time!
Much appreciated!
It’ll be an interesting week to be sure.
The Fed may say data dependent. Then markets will pick out hawkish, dovish lines. Short term volatility that gets squashed is the usual.
Thought I was listening to Ian Bremmer. Exact same voice lol..
😂
Fed didn’t really need to cut at all, that was dumb. Inflation needs to go negative for a while to make up for the steep increase during corona. I think the markets will explode if they decide to cut rates because markets explode on just about any news even remotely positive