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Let Me Explain - July 8, 2025 - New Tariffs and Jane Street

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Manage episode 493719669 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Tom, Tony, and Chris cover recent tariffs on Japan, South Korea, and Laos, with market reactions indicating an indifference to these developments. The hosts debate the impact of bond rates on potential Fed rate cuts, with current bond levels suggesting limitations. They analyze currency positions, noting extreme Z-scores in the euro and yen, prompting positions favoring long dollar trades. Lastly, they address regulatory issues surrounding Jane Street's actions in India, arguing for the necessity of high-frequency trading firms to enhance market efficiency.
  continue reading

1617 episodes

Artwork
iconShare
 
Manage episode 493719669 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Tom, Tony, and Chris cover recent tariffs on Japan, South Korea, and Laos, with market reactions indicating an indifference to these developments. The hosts debate the impact of bond rates on potential Fed rate cuts, with current bond levels suggesting limitations. They analyze currency positions, noting extreme Z-scores in the euro and yen, prompting positions favoring long dollar trades. Lastly, they address regulatory issues surrounding Jane Street's actions in India, arguing for the necessity of high-frequency trading firms to enhance market efficiency.
  continue reading

1617 episodes

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