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Alan Brazil | US-Iran strikes | QT, Jobs & Inflation

Alessio Farhadi

Speevr Intelligence
February 2, 2024

“Alexander never did what he said, Cesare never said what he did”

— Niccolò Machiavelli

Oof! Had the Fed not anchored expectations earlier this week, we would be witnessing a total bloodbath right now in USD short-term interest rate (STIR) markets. The two pillars of the 2024 investment outlook—more Fed rate cuts than guidance and a stronger Yen (JPY)—are quickly u...

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