Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West w...
21 Apr 202447min
Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling argument...
14 Apr 202450min
Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are ...
7 Apr 202439min
Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
This week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us! Host: Andreas Steno & Mikkel Rosenvold Guest: Dario ...
31 Mar 202455min
Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related. Can the gold rally continue and what metals and commodities are interesting throughout 20...
24 Mar 202427min
Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
Oil, Copper and Silver have broken out of recent ranges and the overall commodity picture is starting to look technically compelling. Meanwhile, the inflow to the “digital commodity” Bitcoin remains s...
17 Mar 202440min
Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet policies over the course of the year? And how about...
10 Mar 202445min
Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
The cyclical rotation of asset markets is ongoing and the Manufacturing sector seems to be improving by the month. The consensus is getting very upbeat on the US growth picture but what about China ...
3 Mar 202442min
