If Trade Deal Gets Done, There's No Reason for a Dovish Fed: BofA's Woo

The video discusses the recent treasury auction, highlighting its poor performance and linking it to China's reduced reserve accumulation. It explores the impact of a strong dollar and central bank actions on the euro and market dynamics. The market's fear of an impending recession and expectations of Fed rate cuts are examined. The potential for a US-China trade deal and its influence on Fed policy is also considered, with insights from Richard Clarida's perspective.

What factors are linked to the performance of treasury auctions according to the text?

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How has the pace of accumulation of reserves by China changed, and what implications does this have?

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What is the market's current perception regarding potential cuts by the Fed over the next two years?

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Discuss the significance of Richard Clarida's role and perspective on international economics as mentioned in the text.

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What are the potential consequences if a US-China deal is reached according to the speaker?

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