MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead.
Download ECRI charts: https://bit.ly/3J6fcGm
Download Postgame charts: https://bit.ly/3tGbdJO
Link: https://bit.ly/3I06msk
All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown
All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!
All-Stars #23 Jeff Snider: Rate cuts are coming!
All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up
MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!
Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji
All-Stars #21 Julian Brigden: Trump, Trade & the Middle East
All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook
MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook
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
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