Currencies, Bonds, and Inflation in the Current Macro Regime

Published on
August 11th, 2021
Duration
42 minutes

Neither This Nor That: Are We Actually Headed for Disinflation?


Currencies, Bonds, and Inflation in the Current Macro Regime

The Interview ·
Featuring Jack Farley & John Floyd

Published on: August 11th, 2021 • Duration: 42 minutes

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: https://exchange.realvision.com/post/ask-me-anything-with-john-floyd-6113e3d4ed57a1dcd6027292