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Macro Mondays

#9 - Coups, YCC and the big rotation trade

39 min6 augusti 2023

Is the big rotation now ongoing in rates and equities after the BoJ steepened the JGB curve?

Find out as we discuss the bizarre developments in Niger, Jeddah and Japan in light of the material steepening of the USD curve.

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Macro Mondays med Andreas Steno Larsen and Mikkel Rosenvold finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.