Podcast | Macro Voices

Charlie McElligott: Phase one is over. The easy money has already been made.

Macro Voices
Commodities, Finance, Economics, Investment Strategies, Macro

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to Macrovoices. Erik and Charlie discuss the curve steepener as a recession signal and the current impact that the dollar, real rates and inflation expectations have on the markets. They further touch on the Chinese credit/financing impulse and the late cycle behavior from autos and homebuilders. They discuss the yield curve, the Nabe wage surveys, unemployment and what they tell us about future recessions.Charlie McElligott: Phase one is over. The easy money has already been made. 1

Recommend a podcast...

More by

Podcast

September 9, 2021

Macro Voices

MacroVoices Erik Townsend and this week’s guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important…