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Fed Overview into 2023
Where is the Fed as we enter 2023? As we enter 2023, in terms of Fed policy, things are actually fairly clear in a reaction function sense. The Fed is…
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Jon Turek
4 Macro Themes for Q1
Going into 2023 there are a few macro themes that I think are most relevant for markets going into the first quarter of this year. Markets seem to be…
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Jon Turek
2
2023: The Return of Central Bank Divergence
One of the more obvious themes of this year, has been central bank panic. In a year that will go down as one of the biggest aggregate tightening in…
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Jon Turek
1
December FOMC Preview
The Beginning of the End
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Jon Turek
1
Yen as a Potential 2023 Theme
As many of you know, a big theme of this blog over the past couple months has been what is going on in Japan. The title of my last two Japan posts have…
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Jon Turek
3
How Much Further can the GBP Rally Go?
It’s been an exhausting few months for the UK. An energy crisis, Trussenomics, Kwasi Kwarteng, LDI blowups, BoE QE, BoE rate hikes and now the potential…
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Jon Turek
1
The Dollar's Imperial Circle
While the dollar has been selling off quite meaningfully and the market continues to re-adjust post last weeks promising CPI data, I wanted to do a blog…
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Jon Turek
1
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Heisenberg Macro Thoughts
Heisenberg Macro

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