MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS
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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!
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
All-Star Juliette Declercq on Populism
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