Macro Trends and Market Regimes: Fed Minutes, USD Strength, and Global Liquidity
- Author
- 42 Macro
- Published
- Wed 09 Oct 2024
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=9869b50d8f5048e2ba082035ad0c1c04&utm_campaign_id=podcast&content=mm_2024-10-09&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
This episode examines whether Fed Minutes and a strong US dollar could disrupt globally coordinated easing, detailing how recent commentary has maintained a dovish tone amid rising global liquidity. It covers key macro questions, quantitative signals from models like VAMS and GRID, and positioning insights that illustrate risk-on conditions under a Goldilocks regime. The discussion also navigates how geopolitical events and liquidity trends inform market correction risks and inflation outlooks for the US economy over the medium term.
