MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news is offset by a marked increase in cases and deaths, bond yields, inflation, and much more.
Link: https://bit.ly/3pUMwa6
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
MacroVoices #413 Darius Dale: Still Bullish
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
MacroVoices #409 Mark Nelson: All Things Nuclear Energy
MacroVoices #408 Lyn Alden: Broken Energy
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
MacroVoices #406 Matt Barrie: AI-pocalypse Now
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
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