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All-Star Juliette Declercq on Populism

All-Star Juliette Declercq on Populism | Speevr

Juliette Declercq believes the surprise outcome of the Australian elections is an important signal as the global populist movement calls for more socialism, yet Australia’s Labor Party was defeated in a surprise ‘upset’ election. Juliette examines the costs of socialism and concludes that deficit spending can continue indefinitely, until inflation re-emerges as a macro risk.

All-Star Juliette Declercq on Populism

All-Star Juliette Declercq on Populism | Speevr

Juliette Declercq believes the surprise outcome of the Australian elections is an important signal as the global populist movement calls for more socialism, yet Australia’s Labor Party was defeated in a surprise ‘upset’ election. Juliette examines the costs of socialism and concludes that deficit spending can continue indefinitely, until inflation re-emerges as a macro risk.

All-Star Brent Johnson: Much higher stock prices possible

All-Star Brent Johnson: Much higher stock prices possible | Speevr

oday’s MacroVoices All-Star is @SantiagoAuFund and he says once we get through this soft patch, MUCH higher stock prices are possible. He says it’s all about U.S. stocks becoming a safe-haven for foreigners as USD appreciation enhances foreign returns.

All-Star Brent Johnson: Much higher stock prices possible

All-Star Brent Johnson: Much higher stock prices possible | Speevr

oday’s MacroVoices All-Star is @SantiagoAuFund and he says once we get through this soft patch, MUCH higher stock prices are possible. He says it’s all about U.S. stocks becoming a safe-haven for foreigners as USD appreciation enhances foreign returns.

Simon White: U.S. Dollar in the Crosshairs

Simon White: U.S. Dollar in the Crosshairs | Speevr

Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss where leading indicators are pressuring US dollar, outlook on US equities and bonds, perspective on the Fed’s cut to its IOER and more.