Europe and China: Already In Recession | Paul...

Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the futu ...  Show more

This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe havens, and the growing risk that geopolitics could trigger a ...  Show more

The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ...  Show more

There's a definite correlation between changes in stock buybacks and changes in market performance. With the closure of the stock buyback window by the blackout period, the effects will be interesting, especially with the prevailing attitudes in an over-extended market. We also n ...  Show more

On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. Since 2022, the consensus has flip flopped from recession, to soft landing as ma ...  Show more

Tom welcomes back Adrian Day, CEO of Adrian Day Asset Management to discuss the current state of the economy and investor expectations. Day believes that the effects of the Fed’s aggressive rate hikes in January 2020 will soon be felt, but he does not predict a market crash. Howe ...  Show more