Exactly! When the interest rate market priced 6 cuts in 2024

來源: 於 2024-05-15 10:05:35 [舊帖] [給我悄悄話] 本文已被閱讀：次

he said that market was too optimistic and the inflation was structural. It turned out accurate. At that time, I sold my TNA.

After the CPI resurged in March, he came out and said the interest rate market's no-cut or hike rhetoric was too pessimistic. I bought my TNA back.

Today's market move proved his predictions again.