MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to what’s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu
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MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
MacroVoices #413 Darius Dale: Still Bullish
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
MacroVoices #409 Mark Nelson: All Things Nuclear Energy
MacroVoices #408 Lyn Alden: Broken Energy
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
MacroVoices #406 Matt Barrie: AI-pocalypse Now
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
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