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The Macro Trading Floor

Is The Fed Ready To Capitulate Dovish?

Freitag, 8. August 2025 · 34 min

MP3

Shownotes

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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