MacroVoices #438 Marko Papic: U.S. Presidenti...

MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift and higher real yields, potential midterm gridlock and Treasu ...  Show more

They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea ax ...  Show more

Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfonso & Andreas take a tour of the global macro landscape by looking at the key themes to watch around the globe. We ...  Show more

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy! ...  Show more

Subscribe to The Macro Trading Floor YouTube channel:  https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- Alf and Andreas discuss the recent Federal Reserve and ECB decisions and the market reactions. They also dig deep into the unfolding regional bank crisis and discus ...  Show more

On this episode of MKT Call Guy Adami and Carter Worth discuss:   Wall Street bulls vs. bears on a year-end rally What the VIX is saying about the market’s next move Oil and energy getting crushed Big earnings coming up from Caterpillar, AMD, and Starbucks ---- Watch MKT C ...  Show more