MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.
Link: https://bit.ly/3LZ2TgU
MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up
MacroVoices #272 David Rosenberg: Inflation Will Be Transitory
MacroVoices #271 Harley Bassman: Hedging a High Interest Future
MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
MacroVoices #268 Art Berman: Crude Oil Update
MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500
MacroVoices #265 Steven Van Metre: The Last Deflationist Standing
MacroVoices #264 Robert Friedland: Investing in the Green Revolution
Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies
MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
MacroVoices #261 Ole Hansen: Commodities Are Back!
MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
MacroVoices #258 Julian Brigden: As Good As It Gets?
MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?
MacroVoices #256 Russell Napier: Prepare for Secular Inflation
MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency
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