Episodes
Thursday Sep 13, 2018
Charlie McElligott: Phase one is over. The easy money has already been made.
Thursday Sep 13, 2018
Thursday Sep 13, 2018
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to Macrovoices. Erik and Charlie discuss the curve steepener as a recession signal and the current impact that the dollar, real rates and inflation expectations have on the markets. They further touch on the Chinese credit/financing impulse and the late cycle behavior from autos and homebuilders. They discuss the yield curve, the Nabe wage surveys, unemployment and what they tell us about future recessions.
Version: 20240731
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.