Macro Voices

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May 31, 2019  

All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage

Today’s MacroVoices All-Star Danielle DiMartino Booth says deflation, lower commodity prices, and lower bond yields will be the theme going forward unless/until the political process brings MMT or other “Helicopter Money” into the equation.

May 30, 2019  

Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle

 Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss the concept of late cycle and how the cycle works, correlation between growth rate downturn and risks of a recession, and what the leading indicators show when the cycle is ending.

May 30, 2019  

Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)

This week's MacroVoices Energy Week features Ole Hansen, Chris Cook and Patricia Hemsworth. What's driving this week's roller coaster ride in oil prices? China Trade? Iran? Inventory builds? Our panel weighs in.

May 29, 2019  

All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here

Today's MacroVoices All-Star Luke Gromen says that the Fed Funds rate moving stubbornly over IOER is a clear sign that the Fed will soon be forced to supply more dollar liquidity, a bearish sign given current sentiment extremes.

May 28, 2019  

All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!

Today's MacroVoices All-Star Dr.Pippa Malmgren says that between the U.S.-China trade situation, populism winning in European elections, and the unfolding U.S-Iran debacle, Geopolitics is more important than ever for investors.

May 24, 2019  

All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!

Kevin says the market is way ahead of the Fed in pricing in accommodative monetary policy and thinks bond longs betting on economic collapse will be disappointed, and explains why shorting an INDEX is the wrong way to play a bearish view on U.S./China trade negotiations

May 23, 2019  

John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.

 Erik Townsend and Patrick Ceresna welcome John Greenwood to MacroVoices. Erik and John discuss where we are in the business cycle, the mechanics of what really drives the cycle and what comes next.

May 23, 2019  

ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.

ENERGY WEEK #3 features Anas Alhajji, Patricia Hemsworth, and Art Berman. Topics: Geopolitics/Iran, disparity of front month prices and forward curve backwardation, and WTI-Brent Spread.

May 21, 2019  

All-Star Prof. Steve Keen on Richard Vague’s new book, A Brief History of Doom

Today’s MacroVoices All-Star is Professor SteveKeen, who weighs in on Richard Vague’s new book, A Brief History of Doom. Steve says Vague has it exactly right, and his analysis of what caused 2008’s Great Financial Crisis jibes almost exactly with Steve’s own analysis of that event.

May 20, 2019  

All-Star Juliette Declercq on Populism

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.

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