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Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
The cyclical rotation of asset markets is ongoing and
the Manufacturing sector seems to be improving by the month.
The consensus is getting very upbe…
1 year, 10 months ago
Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
Assets are melting up right, left and center as the optimism around the
business cycle is improving.
Is it fair to assume that countries outside of th…
1 year, 10 months ago
Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators.
Will inflation return to 2% at all in this cycle?
O…
1 year, 10 months ago
Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe
Is the US recession called off and is it even possible to talk about a re-acceleration of the economy?
Where does it leave the hopes for a cutting cy…
1 year, 11 months ago
Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro
Are we on the verge of war between the US and Iran? The Suez troubles continue but freight rates have leveled off somewhat despite growing tensions b…
1 year, 11 months ago
Macro Sunday #34 - The Red Sea is WORSENING
The hopes for a quick solution in the Red Sea are fading and the global inflation impact will likely be lasting. The crisis is now spreading from con…
1 year, 11 months ago
Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
We are once again joined by our favourite global macro economist, Dario Perkins of TS
Lombard, to discuss the supply shock in the Red Sea. Will the fr…
1 year, 11 months ago
Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates
continue to rise on the back of increasing tensions in the …
1 year, 11 months ago
Macro Sunday #31 - Spiking freight rates bringing back inflation?
The situation in the Red Sea is worsening and freight rates are on the rise in some subsectors. Can the situation escalate into a new inflation spira…
2 years ago
#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
How are markets positioned for 2024?
We discuss the consensus outlook with Marvin Barth of Thematic Markets and weigh pros/cons of betting against th…
2 years ago