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Macro Mondays #66 - 25BP or 50BP? And how to position
We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - includ
Macro Mondays #65 - Is this sell-off even worse?
It's been another red week in markets, so we take a closer look at the macro factors driving the development and what the outlook is for the coming weeks and months. We look at US liquidity trends as well as growth trends in China - who bot
Macro Mondays #64 - Was the H1 Rebound a fake?
We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs? We also dive into our current macro regime which suggests a bleak sept
Macro Mondays #63 - What to make of Powell's Jackson Hole Speech
We take a closer look at Jay Powell's Jackson Hole Speech and gauge the unemployment and inflation outlook for the US. Furthermore, we dive into the USDJPY trade and why Powell's cutting season might be a catastrophe for Ueda and Japan Chec
Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
This week we take a look at whats going on in the Ukraine, advisors taking a pessimistic turn, where is liquidity headed & is it time to buy again? Joining us is Bob Elliott from Unlimited Funds. https://x.com/bobeunlimited Check out the ep
Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
This week we take a look at the macro regime model, is it time to buy again, where is liquidity headed & what is going on in the Ukraine? Join us! Check out the episode on youtube to see the videos & memes we look at. Remember to check out
Macro Mondays #60 - BoJ Aftermath & The Gold Trade.
This week we take a look at the Fed meeting and how it went, the middle east turmoil, the BoJ aftermath and much more! Check out the episode on youtube to see the videos & memes we look at. Remember to check out the links below. Token2049 w
Macro Mondays #59 - Stop worrying about employment and look forward!
We take a closer look at last weeks correction and the outlook for risk assets. Furthermore, we dive into this week's BoJ and Fed Meetings and preview the non-farm payrolls and ISM manufacturing numbers. Hear why you should stop worrying ab
Macro Mondays #58 - What will Kamalanomics look like?
Join the team talking Kamala on economics, the great rotation, the CCP plenum & much more. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realv
Macro Mondays #57 - It’s a GUNG HO SUMMER!
This week we take a look at a possible Gung-Ho summer, the Cape of Good Hope traffic jam, the german bitcoin sell-off & much more! Join us! Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount C
