MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR
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Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji
All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies
All-Stars #18 Juliette Declercq: When will the Fed cut rates?
All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites
Energy Week: Natural gas backwardation in mid-summer?
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view
All-Star Luke Gromen: The USD-centric system is slowly losing ground
All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!
Brent Johnson: A big dollar rally could drag stocks higher with it
Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart
Inside the Investment Committee: The 2016 big short in fixed income
All-Star Julian Brigden: The Fed needs to ease
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
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