Episode Details

This episode examines whether Fed Minutes and a strong US dollar could disrupt globally coordinated easing, detailing how recent commentary has maintained a dovish tone amid rising global liquidity. It covers key macro questions, quantitative signals from models like VAMS and GRID, and positioning insights that illustrate risk-on conditions under a Goldilocks regime. The discussion also navigates how geopolitical events and liquidity trends inform market correction risks and inflation outlooks for the US economy over the medium term.