Macro Voices

671 Afleveringen

1. All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!

   Gepubliceerd: 14-6-2019
2. MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites

   Gepubliceerd: 13-6-2019
3. Energy Week: Natural gas backwardation in mid-summer?

   Gepubliceerd: 13-6-2019
4. All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

   Gepubliceerd: 11-6-2019
5. All-Star Luke Gromen: The USD-centric system is slowly losing ground

   Gepubliceerd: 10-6-2019
6. All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!

   Gepubliceerd: 7-6-2019
7. Brent Johnson: A big dollar rally could drag stocks higher with it

   Gepubliceerd: 6-6-2019
8. Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart

   Gepubliceerd: 6-6-2019
9. Inside the Investment Committee: The 2016 big short in fixed income

   Gepubliceerd: 4-6-2019
10. All-Star Julian Brigden: Deflation still rules the day

    Gepubliceerd: 4-6-2019
11. All-Star Steve Keen: Debunking the fake climate science of William Nordhause

    Gepubliceerd: 3-6-2019
12. All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage

    Gepubliceerd: 31-5-2019
13. Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle

    Gepubliceerd: 30-5-2019
14. Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)

    Gepubliceerd: 30-5-2019
15. All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here

    Gepubliceerd: 29-5-2019
16. All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!

    Gepubliceerd: 28-5-2019
17. All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!

    Gepubliceerd: 24-5-2019
18. John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.

    Gepubliceerd: 23-5-2019
19. ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.

    Gepubliceerd: 23-5-2019
20. All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom

    Gepubliceerd: 21-5-2019