Macro constraints continue
The risk now is... what if Trump does not follow through with tariffs? Inflation resumes lower, and FED cuts as soon as March meeting? Waller kinda hinted at that already!
CF, how much weight are you putting on the yen and Japan’s FOMC on Thursday/Friday if they hike
The risk now is... what if Trump does not follow through with tariffs? Inflation resumes lower, and FED cuts as soon as March meeting? Waller kinda hinted at that already!
CF, how much weight are you putting on the yen and Japan’s FOMC on Thursday/Friday if they hike