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The Macro Trading Floor

Dario Perkins: These Central Banks Better Pivot Fast

37 min • 22 mars 2024

This week Alf welcomes Dario Perkins to the show. Dario discusses how we got here with much more benign inflationary dynamics without a big damage to labor markets - hint: Central Bankers were lucky more than skilled. Dario and Alf discuss the path ahead for economies and monetary policy, and a trade idea. Alf opens and closes the show with his thoughts on the big Central Bank events of the week. Go and follow Dario on Twitter (@darioperkins). And share the word about TMTF with a friend!

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