Global Macro Trading: What’s Next for Yield Curve, Equities, Real Estate & High Yield?
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Global Macro Trading: What’s Next for Yield Curve, Equities, Real Estate & High Yield?
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About this listen
In this episode, we invited Bruce Liegel, a former hedge fund manager and author of Global Macro Playbook, to share his analysis on:
- the risk that the rate cycle will drag out
- whether yield curve will steepen further
- policy stance across Fed, PBOC and BOJ
- how the market is pricing high yield and commercial real estate
- why dollar is an interesting play for the rest of the year
- short term vs long term outlook of commodities
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