Macro Voices

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June 28, 2019  

All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up

All-Star Luke Gromen says the long gold, long bitcoin, short U.S. Dollar trade is just getting started.

June 27, 2019  

MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss his outlook on uranium, perspective on shale oil over the next decade, and how to play the energy sector.

June 27, 2019  

Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji

This week's Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics: Massive EIA inventory drawdowns, lower Brent+WTI open interest, PES Fire, OPEC+ G20 & More.

June 25, 2019  

All-Stars #21 Julian Brigden: Trump, Trade & the Middle East

All-star Julian Brigden opines on the China-U.S. trade negotiations, middle-east geopolitical tensions, and much more.

June 21, 2019  

All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook

Today's Macrovoices All-Star Louis-Vincent Gave weighs in on the protests which brought 25% of Hong Kongers to the streets and opines on the longer term outlook for the Chinese Yuan

June 20, 2019  

MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook

 Erik Townsend and Patrick Ceresna welcome Greg Weldon to MacroVoices. Erik and Greg discuss his outlook on the dollar, possible dollar breakout and its risks on gold and using commodity indicators as economic indicators.

June 20, 2019  

Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji

This week's ENERGY WEEK features Anas Alhajji, Joe McMonigle and Patricia Hemsworth. Gulf tanker attacks and their consequences, China Trade, G20, OPEC+ and much more.

June 18, 2019  

All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies

Today's MacroVoices All-Star Prof.Steve Keen recaps his recent trip to Sweden for the Central Bank Digital Currency conference, and comments on Swedish and Nordic economic outlooks.

June 17, 2019  

All-Stars #18 Juliette Declercq: When will the Fed cut rates?

Today's MacroVoices All-Star is JDI Research founder Juliette Declercq. Juliette weighs in on what we can expect from this week's FOMC statement, and the disparity between equity and fixed income markets discounting different growth expectations. Also Yuan deval risk. 

June 14, 2019  

All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!

All-Star Danielle DiMartino Booth is on fire this week! Danielle says the Fed's language change at the Chicago conference can only mean one thing: They're getting markets ready for NIRP. Not ZIRP, but NIRP!

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