Ozan Tarman
speaker
716 appearances
2 recordings
1 series
first heard Apr 2025
last heard Sep 2025
Ozan Tarman’s voice in public audio — every appearance, attributed to the second.
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Appearances
First for different reasons.
On US, more due to the short end.
That sooner or later.
Will come to the Fed independence.
The Trump side of the equation would win more.
Finally, uh Powell would cave in, cuts would come in.
And on the European side, even more popular because of the long end.
German spending coming through in October, November.
And people believed in their steepness.
First, US got hurt, two NFPs missed.
Long end moved big, flatteners hurt.
Gold aside, whenever you say or NVIDIA aside, whenever you say somebody says a trade is untouchable, watch out.
European steepness were supposed to be untouchable.
Yeah.
Two days after that, flattening uh washout in the US, Europe also got reduced.
And since the Hovkish pressure, we are we are more balanced.
On to Fed independence.
Again, just this morning off the press, Matt Raskin, my head of US race strategy, previously from the Fed, very respectable analyst, wrote about this Fed independence fear not being in the price, not in the break-evens, not in the term premia.
Why?
I think a little bit because so far, let's dive right into it if you wish.
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