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
All-Stars #66 Juliette Declercq: Break or Bounce time is here!
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one
MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk
Energy Week #17: In the aftermath of Abqaiq
All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means
All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!
All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup
Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview
MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating
Energy Week #16: Abqaiq Processing Facility Attacks and their consequences
All-Stars #59 Julian Brigden: Can the Fed still save us from recession?
All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System
MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified
All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)
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