All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!

Today’s MacroVoices All-Star is Kevin Muir. Erik and Kevin discuss:

  • Kevin says the market is way ahead of the Fed pricing in accommodative monetary policy
  • Kevin thinks bond longs betting on economic collapse will be disappointed
  • Skew in Eurodollar futures offers trading opportunity
  • Fixed income vol is dirt cheap relative to equity vol
  • Why shorting an INDEX is the wrong way to play a bearish view on U.S./China trade negotiations

Kevin Muir MacroTourist Chartbook

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The author of the MacroTourist newsletter, Kevin is a former institutional equity derivative trader for a big bank who decided that bank-life wasn’t for him, so proceeded to trade for his own account for a couple of decades before joining his current firm, East West Investment Management where he is the Market Strategist.