MBCC TH 23rd March'23 - "The big disconnect between Fed and the Rates market, who is right and what do you trade?
So was the Powell FOMC hawkish or dovish? The dot plots were not changed but the rates market says the Fed will cut 3x this year. Hmmmm…
What needs to happen and what is the trade here now into April?
Is Oil showing signs of life or more to go?
