Macro Voices

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October 9, 2019  

All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data

All-Star Danielle DiMartino-Booth is back to take a deeper look at last week’s Jobs report an share her analysis of what it means. Also free issue of Daily Feather newsletter.


October 8, 2019  

All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios

All-Star Jeff Snider responds to listeners who have questioned how Jeff can say there’s a treasury shortage when bid-to-cover ratios are declining in treasury auctions.


October 7, 2019  

All-Stars #66 Juliette Declercq: Break or Bounce time is here!

All-Star Juliette Declercq says it’s time for the global economy to either break or bounce. Hear Juliette explain in detail in this episode.


October 3, 2019  

MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance

Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more. 


October 2, 2019  

All-Stars #65 Luke Gromen: The Narrative Failure is upon us!

All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”.


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