Westpac's Callow on Markets and Strategies

The video discusses the implications of quantitative easing (QE) and rate hikes, focusing on market reactions and the role of long end yields. It explores the concept of terminal rates and economic stability, highlighting the potential risks of a hard landing. The dynamics of the dollar and bond market are analyzed, with a focus on the impact of carry trades and currency yields. The discussion includes insights into central bank policies and the challenges posed by market volatility.

What is the significance of the CPI numbers mentioned in the discussion?

How has the behavior of the dollar been characterized in relation to the carry trade?

What challenges do carry trades face in the current economic environment?