Macro is moving the markets and Samantha had the distinct pleasure of speaking with Juliette Declercq of JDI Research about her views on Fed optionality, bond volatility, currency direction and equity risk:reward at these levels.

Juliette highlighted a key consequence should Fed decide to engage in YCC (yield curve control): lower liquidity that can lead to a stagflation economy that delays recovery.

Juliette also shared how she decided to start her own boutique macro research firm centered on the needs of mostly institutions, valuing her market timing calls and deep macro approach. A fabulous voice for woman.
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