Podcast Episodes
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Macro Market Update: Inflation, Earnings, and Fiscal Stimulus
Episode 26
This podcast explores several key macroeconomic questions. It examines whether U.S. inflation data supports a soft-landing agenda, if Q3 earnings can…
1 year, 11 months ago
Macro Trends and Market Regimes: Fed Minutes, USD Strength, and Global Liquidity
Episode 25
This episode examines whether Fed Minutes and a strong US dollar could disrupt globally coordinated easing, detailing how recent commentary has maint…
1 year, 11 months ago
Daily Macro Summary: October 8, 2024
Episode 24
In this episode, the discussion centers on key macro questions including whether China’s new stimulus efforts will meet investor expectations and how…
1 year, 11 months ago
Daily Summary: October 7, 2024
Episode 23
The summary reviews key macro questions regarding US data and global liquidity with bonds selling off and rising 10-year Treasury yields signaling a …
1 year, 11 months ago
42 Macro Consolidated Summary: October 4, 2024
Episode 22
In this episode, key macroeconomic themes are explored, starting with the resilient state of the U.S. labor market as highlighted by the September Jo…
1 year, 11 months ago
42 Macro Consolidated Summary: October 3, 2024
Episode 21
This podcast provides a detailed macroeconomic overview addressing key questions such as the impact of rising energy prices on the risk-on market reg…
1 year, 11 months ago
42 Macro Consolidated Summary: October 2, 2024
Episode 20
This episode tackles key macroeconomic questions, focusing on the potential depth of the geopolitically induced bear trap following Iran’s missile ac…
2 years ago
42 Macro Consolidated Summary: October 1st, 2024
Episode 19
This episode dives into key macro questions regarding whether Jay still wants a soft landing, the impact of East and Gulf Coast port strikes on asset…
2 years ago
42 Macro Consolidated Summary: September 30, 2024
Episode 18
This episode delves into key macro questions, including whether China’s stock market gains will spill over to global equities and if policymakers wil…
2 years ago
42 Macro Consolidated Summary: September 25, 2024
Episode 17
In this episode, 42 Macro tackles key macroeconomic questions such as whether China’s recent stimulus, including the PBOC’s interest rate cut and bro…
2 years ago