Currencies, Bonds, and Inflation in the Current Macro Regime

Veteran macro investor John Floyd explains his macro strategies for trading currencies and insights into the bond market. Floyd walks through macro indicators that he watches to inform his trades and develop his variant perception. These data points have led Floyd to become bearish on the dollar relative to the yen. He also sees slowing economic growth, tensions between Northern and Southern Europe, and rising delta variant cases as headwinds for the Euro. Finally, Floyd shares his views on Treasury yields and the ideal securities to manage inflation expectations. Interviewed by Jack Farley on August 2, 2021. Enjoyed the interview? John is taking your questions on the Real Vision Exchange where you can ask him anything:

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