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.
NEXT Guest Captain Interview Sign Up
Guest Captain Interviews are conducted live. SUBSCRIBE to be alerted when recordings are posted. HIT LIKE IF YOU DO!
Come Fishing With Us:
Retail and Institutional (RIA/HF/PM) clients gain access to her unique perspective and unparalleled transparency. Tactical trades for stocks, options and futures that cover multiple time-frames are deployed directly from her Brokerage-Triggered Trade Alerts with live commentary provided from her Live Trading Room and in-depth analysis delivered in her prescient research.
#Inflation #InterestRates #Volatility #Macro