Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook
Energy Week featuring Art Berman, Chris Cook and Patricia Hemsworth covers the super-drawdown, price reaction, Iran, Pemex Hedge & more.
Link: http://bit.ly/2SDxxRr
All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook
All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook.
Link: http://bit.ly/2y7edTn
All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook
All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook.
Link: http://bit.ly/2y7edTn
All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up
All-Star Luke Gromen responds to Jeff Snider’s All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity.
Link: http://bit.ly/2XVNVmh
All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up
All-Star Luke Gromen responds to Jeff Snider’s All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity.
Link: http://bit.ly/2XVNVmh
All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut
All-Star Danielle DiMartino-Booth explains “Double Easing” (rate cuts and QE at the same time) and why it’s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown.
Link: http://bit.ly/2YfP1c2
All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut
All-Star Danielle DiMartino-Booth explains “Double Easing” (rate cuts and QE at the same time) and why it’s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown.
Link: http://bit.ly/2YfP1c2
MacroVoices #176 Jim Rickards on his new book, Aftermath
Erik Townsend and Patrick Ceresna welcome Jim Rickards to MacroVoices. Erik and Jim discuss the progression of growing debt, the cost of low growth and high debt, and Jim’s new book “Aftermath: Seven Secrets of Wealth Preservation in the Coming Chaos”
Link: http://bit.ly/2SliM5K
MacroVoices #176 Jim Rickards on his new book, Aftermath
Erik Townsend and Patrick Ceresna welcome Jim Rickards to MacroVoices. Erik and Jim discuss the progression of growing debt, the cost of low growth and high debt, and Jim’s new book “Aftermath: Seven Secrets of Wealth Preservation in the Coming Chaos”
Link: http://bit.ly/2SliM5K
Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle
Energy Week covers the price reversal, Iran policy, EIA, Venezuela & Canadian crude differentials. Panel Anas Alhajji, Joe McMonigle and Patricia Hemsworth with host Erik Townsend.
Link: http://bit.ly/2Y6gM6B