To bring us into the new year, Michael Ippolito & Jack Farley take viewers on an audio-visual guided tour of the most salient macro topics for 2022. They analyze a series of charts that illustrate the most important issues, such as factor rotation in equities, what banks are doing with all their money, and why the interest rate futures market (i.e. Eurodollar futures) has a different view on the future path of interest rates than the Federal Reserve’s own forecasts.
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