ICYMI: Threat to Fed Independence is Un-Anchoring Inflation Expectations We Discuss: 🔶 The risk of losing Fed independence 🔶 Why foreign investors are rethinking U.S. exposure 🔶 Breakevens & inflation expectations 🔶 What could drive the next dollar leg down Timestamps: 00:00 Introduction 03:25 Unpacking the Current Regime 07:46 US Macro Overview 08:21 Ads (VanEck, Aptos) 09:41 US Macro Overview 14:12 FX & Dollar Hedging 19:24 Tariff Impact on Capital Flows 25:23 Diversifying Central Bank Reserves 29:25 What’s Holding Up the Dollar? 30:06 Ads (VanEck, Aptos) 31:31 What’s Holding Up the Dollar? 36:21 Un-anchoring Inflation Expectations 41:23 Bond Yields, Fiscal & the Fed 48:29 US Growth & Investment 50:22 Fed Cut Expectations 52:17 Tariff Threat Overstated? @jnordvig @fejau_inc Links Below ↓
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