Podcast Episodes
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Big Tech Earnings and UK Budget: Impact on Global Markets
Episode 36
This podcast explores two major macro questions: Will big tech earnings drive the stock market beyond the upcoming election, and can the UK budget tr…
1 year, 11 months ago
Will Trump's Trade Derail the Stock Market? A Macro Analysis
Episode 35
This episode dives into the potential impact of Trump's tax and tariff policies on the global market, discussing rising interest rates, increased bon…
1 year, 11 months ago
Will the Trump Trade Derail the Stock Market?
Episode 34
This podcast episode examines key macro questions surrounding the impact of Trump’s fiscal policies on both bond and equity markets. It discusses how…
1 year, 11 months ago
Global Macro Insights: Stimulus Measures, De-dollarization, and Market Outlook
Episode 33
This podcast episode dives into critical macro questions and market analysis. It covers China's anticipated fiscal stimulus to support its property m…
1 year, 11 months ago
Macro Market Insights: China’s Stimulus, BOJ Strategy, and Portfolio Outlook
Episode 32
This podcast dives into key macro questions on the potential disappointment of China’s stimulus efforts for investors and economists, along with the …
1 year, 11 months ago
Macro Market Update: Consumer Resilience & ECB Rate Moves
Episode 31
This episode explores key macro questions such as whether the U.S. consumer remains resilient and how the ECB’s recent rate cut might impact the glob…
1 year, 11 months ago
Consolidated Macro Summary: October 16, 2024
Episode 30
This episode dives into two key macro questions: whether the Fed continues its asymmetrically dovish reaction function and if Trump’s policy proposal…
1 year, 11 months ago
Macro Market Insights: Energy Dynamics, Corporate Profits & Election Impacts
Episode 29
This episode, dated October 15, 2024, dives into several key macro questions such as the future of the recent energy breakout amidst lack of geopolit…
1 year, 11 months ago
China’s Stimulus and Global Macro Outlook
Episode 28
This podcast delves into China’s recent fiscal stimulus efforts and their broader macroeconomic implications. It highlights that while the Ministry o…
1 year, 11 months ago
Consolidated Summary - October 11, 2024
Episode 27
Key Macro Questions: Will accelerating inflation trigger an INFLATION Market Regime? Answers: The Cleveland Fed's trimmed median and mean CPI suggest…
1 year, 11 months ago