Macro & Volatility™ #19: Beyond Liberation Day

Macro & Volatility™
27/03/2025 8 min Episodio 19
Macro & Volatility™ #19: Beyond Liberation Day

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Episode Synopsis

What does Liberation Day mean for inflation?Bonds and the Fed are pointing to growth contraction and moderate stagflationTail-hedging didn’t workTrump Put is very different than the Fed Put

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