31 Épisodes

  1. A Look at the Fed, the Treasury and the Banks

    Publié: 17/01/2024

  2. Mission Accomplished?

    Publié: 15/12/2023

  3. Oil, China and Global Markets

    Publié: 07/12/2023

  4. Memorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery

    Publié: 29/11/2023

  5. Swing Trading Space: Momentum, Discipline, and a Systematic Approach

    Publié: 31/10/2023

  6. Global Rates, Equities and Earnings

    Publié: 24/10/2023

  7. A Discussion about Rates, Japan and China with Weston Nakamura

    Publié: 20/10/2023

  8. Divergent Economic Outcomes: Japan, China, Europe and the US

    Publié: 29/08/2023

  9. Energy Roundtable with Sachin Sharma

    Publié: 13/08/2023

  10. Mixed Signals from the Labor Market

    Publié: 04/08/2023

  11. FOMC Recap and Analysis

    Publié: 27/07/2023

  12. Q2 2023 Earnings Preview

    Publié: 18/07/2023

  13. Tarric Brooker on Australia, New Zealand, central bank policy, geopolitics in the region and more

    Publié: 14/07/2023

  14. Jason Perz joins Mayhem to discuss the first half of 2023 and what he sees ahead

    Publié: 08/07/2023

  15. Checking in on China and the UK

    Publié: 27/06/2023

  16. A Big Week in Macro World and New Themes to Watch

    Publié: 20/06/2023

  17. MacroVisor Fednesday Forum

    Publié: 15/06/2023

  18. Strong Labor, Sticky Services Inflation, the Fed, and What's to Come

    Publié: 02/06/2023

  19. Fed Minutes, Fitch, the Debt Ceiling Aftermath, and More

    Publié: 26/05/2023

  20. MacroVisor: A discussion about the debt ceiling

    Publié: 19/05/2023

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Bringing you the financial markets from the big picture to the fundamentals. Focused on simplifying complex subjects and demonstrating how it impacts our audience, whether it's the market or the economy. macrovisor.substack.com

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