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42 Macro Consolidated Summary: September 24, 2024
Episode 16
This podcast discusses key macro questions focusing on China's recent 10-point stimulus package by PBOC Governor Pan Gangsheng, which boosted investo…
2 years ago
42 Macro Consolidated Summary: September 23, 2024
Episode 15
In this podcast, key macroeconomic questions are examined, including whether Europe will dampen a potential year-end rally and if China’s latest stim…
2 years ago
42 Macro Consolidated Summary: September 20, 2024
Episode 14
This podcast examines key macroeconomic questions with a focus on the Bank of Japan's (BOJ) policy stance. It discusses whether the BOJ will dampen a…
2 years ago
42 Macro Consolidated Summary: September 19, 2024
Episode 13
Dive into this in-depth analysis addressing key macro questions on whether risk assets, particularly stocks, can rally sharply into year-end. The pod…
2 years ago
42 Macro Consolidated Summary: September 18, 2024
Episode 12
This episode explores key macroeconomic questions, including the Fed's dot plot and its potential use in normalizing policy, as well as the economic …
2 years ago
42 Macro Consolidated Summary: September 17, 2024
Episode 11
This podcast features an in-depth macroeconomic analysis addressing key questions such as whether September retail sales support a 50 basis point Fed…
2 years ago
42 Macro Consolidated Summary: September 16, 2024
Episode 10
In this episode, key macroeconomic questions are tackled including whether asset markets will respond to central bank decisions and if Beijing will i…
2 years ago
42 Macro Consolidated Summary: September 13, 2024
Episode 9
This podcast provides an overview of current macroeconomic trends, including a pivot in U.S. fiscal policy towards aggressive, populist measures supp…
2 years ago
42 Macro Consolidated Summary: September 12, 2024
Episode 8
This episode examines key macroeconomic questions such as the ECB's move to cut rates to support growth, signals of sticky U.S. inflation from recent…
2 years ago
42 Macro Consolidated Summary: September 11, 2024
Episode 7
This episode delves into key macroeconomic questions and analysis. It questions whether bond markets have peaked and discusses the impact of persiste…
2 years ago