Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Summary: In today's fixed income focused podcast we take a closer look at recent developments, especially the emerging focus on peak rates and its potential impact on yields and short-term rates. Also what are corporate bonds telling us, and finally we explain how the COT report for fixed income futures works and what drives the current record speculative short positions w/ Peter Garnry and Ole S Hansen standing in for Althea Spinozzi
Listen to today’s podcast
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