MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more.
Link: http://bit.ly/2IABbIj
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more.
Link: http://bit.ly/2IABbIj
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”.
Link: http://bit.ly/2mUbElv
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”.
Link: http://bit.ly/2mUbElv
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback.
Link: http://bit.ly/2mU4aPG
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback.
Link: http://bit.ly/2mU4aPG
All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one
All-star Juliette Declercq joins Jeff Snider and Danielle DiMartino Booth in saying the Fed is clueless with respect to the ongoing Repo crisis. Juliette gives the high-level picture to contrast Jeff’s deep analysis of the “plumbing”.
Link: http://bit.ly/2nfMBJi
All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one
All-star Juliette Declercq joins Jeff Snider and Danielle DiMartino Booth in saying the Fed is clueless with respect to the ongoing Repo crisis. Juliette gives the high-level picture to contrast Jeff’s deep analysis of the “plumbing”.
Link: http://bit.ly/2nfMBJi
MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk
Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. They discuss the MOVE index as a leading economic indicator, how the upcoming election may affect both fiscal and monetary policy, and Harley’s article “The Opposite of Bad is Worse” and more.
Link: http://bit.ly/2lXbae7
MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk
Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. They discuss the MOVE index as a leading economic indicator, how the upcoming election may affect both fiscal and monetary policy, and Harley’s article “The Opposite of Bad is Worse” and more.
Link: http://bit.ly/2lXbae7