A New Fed Put?
Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite hawkish. Alf and Brent discuss potential opportunities arising from this setup, and spend time arguing whether Powell just announced a new Fed Put this week. Link to Brent's favorite podcast this week: https://pod.link/1594407589/episode/48072fb61a2a4cd1bf4fbbf9dff7e555