Great post, I’m excited for the macro report! I’m wondering about your view on the short term bonds (ZT) and the dollar heading into the FOMC meeting and powell’s speech
So the dollars strength signals that the market thinks the FED will hike? Could it possibly be the dollar is just outperforming it’s G10 peers and not the possible FED hike driving the dollar?
Great post, I’m excited for the macro report! I’m wondering about your view on the short term bonds (ZT) and the dollar heading into the FOMC meeting and powell’s speech
No strong view on ZT short term. You know my view on Fed fund futures.
This whole idea that the dollar is actually saying there will be a hike this week is wrong imo.
So the dollars strength signals that the market thinks the FED will hike? Could it possibly be the dollar is just outperforming it’s G10 peers and not the possible FED hike driving the dollar?
Some people say it signals a Fed hike but more likely it’s just up
Thank you!! I’ll probably personally sit this FED meeting out. I just am not sure about the implications
Not a horrible idea 🤝