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Is The Fed Ready To Capitulate Dovish?

Author
Alfonso Peccatiello & Brent Donnelly
Published
Fri 08 Aug 2025
Episode Link
None

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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