Macro Opportunities Around The World

In this episode, Alf and Brent talk about the Fed's likely reaction function to incoming data and the Bessent/Japan accord on the JPY. The duo then discusses one of the trickiest questions for macro PMs: when to use options, and how to size them? 

Alf and Brent discuss the significant market reaction to Warsh's press conference: the Fed handed over the keys to the bond market, and now Bond Vigilantes are in charge until data comes in to set the direction straight for everyone. How to handle such a market environment? 

A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. Get full access to MacroVisor at macrovisor.substack.com/subscribe 

Join Moe and Javaid as they discuss the latest in global economics and the stock market. The market saw some hope on Friday, have we reached the bottom? What is the latest on tariffs, inflation, and the economy? Listen now to find out the latest at this critical junction for the ...  Show more

In the wide-ranging conversation that follows, we discuss Mak F.s.' top income ideas for the current macro environment, best practices in fund selection, his favorite thematic ETF and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Doug McHoney (PwC's US International Tax Services Co-Leader) is joined by PwC’s Dr. Alexis Crow, PwC’s Geopolitical Investing Practice Leader. They discuss macroeconomic trends, the geopolitical landscape, the inflationary environment, trade wars, global/economic impacts ...