Episode Synopsis "Halftone Gradient Rectangle Halftone Gradient Rectangle Blue Arrow Gradient Blue Arrow Gradient Blue Arrow Gradient Blue Arrow Gradient Pink Pin Gradient Pink Pin Gradient DOVISH(ISH) FED; WILL CHINA DROWN THE WORLD IN EXPORTS?;HEDGE FUNDS DUMP ENERGY ST"

Listen "Halftone Gradient Rectangle Halftone Gradient Rectangle Blue Arrow Gradient Blue Arrow Gradient Blue Arrow Gradient Blue Arrow Gradient Pink Pin Gradient Pink Pin Gradient DOVISH(ISH) FED; WILL CHINA DROWN THE WORLD IN EXPORTS?;HEDGE FUNDS DUMP ENERGY ST"

More episodes of the podcast Complete Intelligence

• Halftone Gradient Rectangle Halftone Gradient Rectangle Blue Arrow Gradient Blue Arrow Gradient Blue Arrow Gradient Blue Arrow Gradient Pink Pin Gradient Pink Pin Gradient DOVISH(ISH) FED; WILL CHINA DROWN THE WORLD IN EXPORTS?;HEDGE FUNDS DUMP ENERGY ST
• Equities and gold levels; CPI and secular change; Trading Fed rate cuts; Japan, BOJ and JPY carry trade
• Did the Fed turn the tech rally into the everything rally?; Guyana’s new oil reserves & IEA letter; Biden-Trump tie
• What are corporate bonds and CDS telling us about equities?;Super (boring) Tuesday;Dumping the US gasoline reserve