Macro Mondays

75 Odcinki

1. Macro Sunday #34 - The Red Sea is WORSENING

   Opublikowany: 28.01.2024
2. Macro Sunday #33 - A new supply shock? Guest: Dario Perkins

   Opublikowany: 21.01.2024
3. Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott

   Opublikowany: 14.01.2024
4. Macro Sunday #31 - Spiking freight rates bringing back inflation?

   Opublikowany: 7.01.2024
5. #30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

   Opublikowany: 31.12.2023
6. #29 - Inflation Volatility is back! Guest: Claus Vistesen

   Opublikowany: 24.12.2023
7. #28 - Powell invites for a risk asset party. Guest: Raoul Pal

   Opublikowany: 17.12.2023
8. #27 - There is no fever like gold fever - Guest: Ronnie Stoeferle

   Opublikowany: 9.12.2023
9. #26 - Are central banks asleep at the wheel? Guest: Cathie Wood

   Opublikowany: 3.12.2023
10. #25 - Why is offshore wind not performing? Guest: Suriya Jayanti

    Opublikowany: 26.11.2023
11. #24 - The End of US Outperformance? - Guest: Mike Green

    Opublikowany: 19.11.2023
12. #23 - Are central banks insolvent? Guest: Dario Perkins

    Opublikowany: 12.11.2023
13. #22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

    Opublikowany: 5.11.2023
14. #21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds

    Opublikowany: 29.10.2023
15. #20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank

    Opublikowany: 22.10.2023
16. #19 - Energy Stocks are the New Bonds

    Opublikowany: 15.10.2023
17. #18 - Higher energy prices triggering a recession?

    Opublikowany: 8.10.2023
18. #17 - The Nuclear Option

    Opublikowany: 1.10.2023
19. #16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald

    Opublikowany: 24.09.2023
20. #15 - Was that a pause from Lagarde?

    Opublikowany: 17.09.2023