Macro Voices

688 Folgen

1. All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

   Vom: 11.6.2019
2. All-Star Luke Gromen: The USD-centric system is slowly losing ground

   Vom: 10.6.2019
3. All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!

   Vom: 7.6.2019
4. Brent Johnson: A big dollar rally could drag stocks higher with it

   Vom: 6.6.2019
5. Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart

   Vom: 6.6.2019
6. Inside the Investment Committee: The 2016 big short in fixed income

   Vom: 4.6.2019
7. All-Star Julian Brigden: Deflation still rules the day

   Vom: 4.6.2019
8. All-Star Steve Keen: Debunking the fake climate science of William Nordhause

   Vom: 3.6.2019
9. All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage

   Vom: 31.5.2019
10. Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle

    Vom: 30.5.2019
11. Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)

    Vom: 30.5.2019
12. All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here

    Vom: 29.5.2019
13. All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!

    Vom: 28.5.2019
14. All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!

    Vom: 24.5.2019
15. John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.

    Vom: 23.5.2019
16. ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.

    Vom: 23.5.2019
17. All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom

    Vom: 21.5.2019
18. All-Star Juliette Declercq on Populism

    Vom: 20.5.2019
19. All-Star Brent Johnson: Much higher stock prices possible

    Vom: 17.5.2019
20. Simon White: U.S. Dollar in the Crosshairs

    Vom: 16.5.2019