Paper Alfa - Macro & More

Paper Alfa - Macro & More

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Paper Alfa - Macro & More
Paper Alfa - Macro & More
Post-FOMC Thoughts

Post-FOMC Thoughts

Jay is Pivoting Again

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Paper Alfa
Dec 18, 2024
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Paper Alfa - Macro & More
Paper Alfa - Macro & More
Post-FOMC Thoughts
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A quick update on what has transpired on today’s FOMC decision, which has unexpectedly sent all asset markets into a tailspin. This couldn’t come at a worse time when only a few more trading days are left to play this year. Liquidity will dry up, and people may try to cover their positions, which could lead to more volatility.

Let’s dig in.

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