Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Before founding JST Advisors, Jon worked at Moore capital in NY for two years.
Asia | Monetary Policy & Inflation | Rates
Jon Turek
Something bigger than just yield curve control (YCC) timing is going on in Japan. Something is changing, something potentially significant.
Jon Turek
The Fed will hike 75bps at the November meeting, but the focus is whether Chair Jerome Powell can convince markets that lowering the pace does not equal dovish.
Jon Turek
The economy is much stronger than the Fed thought at the July FOMC, and the September FOMC will reflect that in both tone and action.
Jon Turek
July is the last ‘easy’ meeting for the Fed. Spot inflation is too high, they are nervous about inflation expectations, and policy is not restrictive yet.
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