MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1
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MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
MacroVoices #323 David Rosenberg: The Fed Put Has Expired
MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
MacroVoices #320 Mike Green: Investment Strategies for World War III
MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
MacroVoices #315 Joseph Wang: Post-FOMC Rundown
MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
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