All-Stars #18 Juliette Declercq: When will the Fed cut rates?
Today’s MacroVoices All-Star is JDI Research founder Juliette Declercq. Juliette weighs in on what we can expect from this week’s FOMC statement, and the disparity between equity and fixed income markets discounting different growth expectations. Also Yuan deval risk.
All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!
All-Star Danielle DiMartino Booth is on fire this week! Danielle says the Fed’s language change at the Chicago conference can only mean one thing: They’re getting markets ready for NIRP. Not ZIRP, but NIRP!
All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!
All-Star Danielle DiMartino Booth is on fire this week! Danielle says the Fed’s language change at the Chicago conference can only mean one thing: They’re getting markets ready for NIRP. Not ZIRP, but NIRP!
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites
Erik Townsend and Patrick Ceresna welcome Josh Steiner to MacroVoices. Erik and Josh discuss U.S. and Canadian real estate, swelling mortgage debt in Canada and deteriorating household finances and more.
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites
Erik Townsend and Patrick Ceresna welcome Josh Steiner to MacroVoices. Erik and Josh discuss U.S. and Canadian real estate, swelling mortgage debt in Canada and deteriorating household finances and more.
Energy Week: Natural gas backwardation in mid-summer?
Energy Week panelists Art Berman, Chris Cook and Patricia Hemsworth weigh in on anomalies in natural gas forward curves and what they mean. Also an update on the market sell-off and where it’s headed.
Energy Week: Natural gas backwardation in mid-summer?
Energy Week panelists Art Berman, Chris Cook and Patricia Hemsworth weigh in on anomalies in natural gas forward curves and what they mean. Also an update on the market sell-off and where it’s headed.
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view
Today’s MacroVoices All-Star is Santiago Capital’s Brent Johnson, who says this past weekend’s ECB and US-Mexico developments do NOT change his dollar-bullish outlook.
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view
Today’s MacroVoices All-Star is Santiago Capital’s Brent Johnson, who says this past weekend’s ECB and US-Mexico developments do NOT change his dollar-bullish outlook.
All-Star Luke Gromen: The USD-centric system is slowly losing ground
All-Star Luke Gromen says oil isn’t the only commodity China will begin pricing in its own currency for international settlement, further evidencing China’s commitment to de-dollarization. Also an update on Luke’s tactical views on the USD.