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
All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt
MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.
Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl
All-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & Stocks
All-Stars #44 Jeffrey Snider: The real story on the Chinese Yuan devaluation
All-Stars #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)
MacroVoices #179 Ronald-Peter Stöferle: Gold/Precious Metals Special
Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!
All-Stars #42 Brent Johnson: Still bullish the USD
All-Stars #41 Juliette Declercq: Powell should be fired!
Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team
All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon
MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices
Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart
All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER
All-Stars #38 Danielle DiMartino-Booth: FOMC Preview
All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine
MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?
Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook
All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook
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