The Macro, The Fed, and The Big Trade
While this post is probably going to be redundant for readers who have been here for several months, I think updating metrics and rationale is important given the current setup of things.
I hope you guys enjoyed the podcast recommendations from earlier this week if you chose to listen to them. While I personally had a key takeaway from each program, my biggest takeaway from the collection of pods came out of QTR’s conversation with Andy Schectman. Specifically regarding his question about what is backing the US dollar’s reserve status fo…
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