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”.
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over
All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!
All-Stars #76 Juliette Declercq: Equity rally set to continue
MacroVoices #192 Keith McCullough : Inflation Accelerating
All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest
MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!
All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system
All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits
All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE
All-Stars #70 Luke Gromen: The official narrative just FAILED!
All-Stars #69 Louis-Vincent Gave: Rangebound Markets
MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios
All-Stars #66 Juliette Declercq: Break or Bounce time is here!
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
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