Macro in a World of Imbalances

JST Advisors

Wed 03 Aug 2022 - 14:00 BST

Topics

The ECBs challenging trinity in the face of structural ToT adjustment

The possibility of hawkish Fed beyond rate hikes. The looming “handoff”

When does YCC in Japan give way, have we gotten closer?

The dollar doom loop. Why is it happening and can anything stop it?