Macro Voices

All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon

Despite being perceived as an economic perma-bear, Prof. Steve Keen says he’s NOT anticipating a U.S. recession any time soon. We also cover his outlook for the rest of the world. Link: http://bit.ly/2GKJgZN

MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices

Erik Townsend and Patrick Ceresna welcome Mark Cudmore to MacroVoices. Erik and Mark discuss the global growth and economy outlook, US and China trade negotiations, US equity market and its effects on emerging markets. Special postgame guest: Danielle DiMartino Booth Link: http://bit.ly/2YETLYN

Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart

Energy Week starring Art Berman, Anas Alhajji and Tracy Shuchart covers the big EIA draw (where did that oil go?), E&P equity price trend & much more.

All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER

All-Star Jeff Snider responds in detail to feedback we received from his July 15 All-Stars interview. We explore why IOER is SUPPOSED to be a “double floor” below EFF, and why it’s really not. Link: http://bit.ly/2YxbNfB

All-Stars #38 Danielle DiMartino-Booth: FOMC Preview

All-Star Danielle DiMartino Booth gives a briefing on what to expect from Wednesday’s FOMC Press Release, 25 or 50 bps? How will the ECB React? And much more! Link: http://bit.ly/2LMsaPc

All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine

All-Star Dr. Pippa Malmgren weighs in on Iran geopolitical risks, updates her thesis on President Trump having ambitions for a news network after the white house, and comments on Facebook’s $5bn fine. Link: http://bit.ly/2ZffYK1

MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?

Erik Townsend and Patrick Ceresna welcome Dr. Peter Warburton to MacroVoices. Erik and Dr. Warburton discuss the factors that affect long term outlook for inflation, the history of inflation targeting and inflation controls and Dr. Warburton’s “Blowing Up the Box”

Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook

Energy Week featuring Art Berman, Chris Cook and Patricia Hemsworth covers the super-drawdown, price reaction, Iran, Pemex Hedge & more. Link: http://bit.ly/2SDxxRr

All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook

All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook. Link: http://bit.ly/2y7edTn

All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up

All-Star Luke Gromen responds to Jeff Snider's All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity. Link: http://bit.ly/2XVNVmh