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The Macro Trading Floor

What if Hikes are Stimulative?!

37 min • 19 april 2024

The Fed is all of a sudden opening up to the possibility of hikes: what now? But most importantly: have you ever thought about the possibility of Fed hikes being stimulative? And finally: do you have any idea why every Central Bank in the world is targeting exactly 2% for inflation?

Alf and Brent discuss this and much more in today's episode - have fun!

And also take a look at Brent's piece on safe havens through different macroeconomic environments: https://www.spectramarkets.com/amfx/acute-shortage-of-safe-assets/

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