Is The Fed Ready To Capitulate Dovish?

The Macro Trading Floor
08/08/2025 33 min
Is The Fed Ready To Capitulate Dovish?

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Episode Synopsis

Alf and Brent discuss the weak labor market data and the likely Fed reaction function. The duo also reflects on how you might be right on the macro idea, but market pricing at inception of your trade matters sometimes more than whether you were directionally right or wrong.
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