Beer with Tony Greer
In this 90-minute AMA-style show, the Morning Navigator’s editor, Tony Greer, will answer your questions directly and offer unique insights about the current macro landscape. It’s your chance to get a...
12 Feb 20231h 32min
Why You Shouldn't Get Too Comfortable Holding Risk Assets
Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves ...
11 Feb 202324min
The Soft Landing Narrative Is a Trap (!)
All three major U.S. equity indices are poised to clock in losses this week as investors brace for the latest CPI print due next Tuesday. So, are investors starting to think talk of a soft landing is ...
11 Feb 202335min
Is This Rally Just a Blip?
U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January CPI print. Despite the late selloff in stocks, a wee...
9 Feb 202337min
Inflation Is the Solution
Federal Reserve board members continue to call for more rate hikes, a day after chairman Jay Powell reaffirmed the central bank’s commitment to higher interest rates. Markets are eager to be free of t...
8 Feb 202343min
Powell Reasserts “Tighter for Longer”
In today’s session at the Economic Club of Washington, chairman Jay Powell said the ‘disinflationary process’ had begun, but the Fed will likely need to continue raising interest rates to bring inflat...
7 Feb 202334min
Uncertainty Has a Grip on Markets
U.S. equities are flat-to-down and yields are pushing higher as many investors reconsider how the Fed may be forced to act following Friday’s strong jobs data. With uncertainty abound, Mike Alfred, ma...
6 Feb 202336min
New Dollar Liquidity Set to Make a Splash in Markets?
When the U.S. breaches its debt limit, the Treasury will be forced to inject new liquidity into financial markets using various accounting gimmicks. Andreas shares how this extra cash flow could affec...
6 Feb 202321min
