Macro Mondays

72 Folgen

1. Macro Sunday #31 - Spiking freight rates bringing back inflation?

   Vom: 7.1.2024
2. #30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

   Vom: 31.12.2023
3. #29 - Inflation Volatility is back! Guest: Claus Vistesen

   Vom: 24.12.2023
4. #28 - Powell invites for a risk asset party. Guest: Raoul Pal

   Vom: 17.12.2023
5. #27 - There is no fever like gold fever - Guest: Ronnie Stoeferle

   Vom: 9.12.2023
6. #26 - Are central banks asleep at the wheel? Guest: Cathie Wood

   Vom: 3.12.2023
7. #25 - Why is offshore wind not performing? Guest: Suriya Jayanti

   Vom: 26.11.2023
8. #24 - The End of US Outperformance? - Guest: Mike Green

   Vom: 19.11.2023
9. #23 - Are central banks insolvent? Guest: Dario Perkins

   Vom: 12.11.2023
10. #22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

    Vom: 5.11.2023
11. #21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds

    Vom: 29.10.2023
12. #20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank

    Vom: 22.10.2023
13. #19 - Energy Stocks are the New Bonds

    Vom: 15.10.2023
14. #18 - Higher energy prices triggering a recession?

    Vom: 8.10.2023
15. #17 - The Nuclear Option

    Vom: 1.10.2023
16. #16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald

    Vom: 24.9.2023
17. #15 - Was that a pause from Lagarde?

    Vom: 17.9.2023
18. #14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank

    Vom: 10.9.2023
19. #13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

    Vom: 2.9.2023
20. #12 - USD patriots vs. CNY patriots - Guest: Tony Nash

    Vom: 27.8.2023