MacroVoices #440 Louis-Vincent Gave: What Just Happened?

MacroVoices #440 Louis-Vincent Gave: What Jus...

Up next

MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO 🔻Download Big Picture Trading Ch ...  Show more

MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q 🔻Download Big Picture Trading Chartbook 📈📉: https ...  Show more

Recommended Episodes

What's Happening In Global Macro?
The Macro Trading Floor

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

Louis-Vincent Gave: China’s Winning, the Dollar’s Falling — The End of U.S. Dominance?
Wealthion - Be Financially Resilient

Is the U.S. economy as strong as it looks, or are we being misled by flawed data? In this hard-hitting interview, Gavekal co-founder and CEO Louis-Vincent Gave joins James Connor to unpack the growing disconnect between economic headlines and financial reality. They explore why j ...  Show more

Macro Opportunities Around The World
The Macro Trading Floor

Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is there a trade maybe? They then move their focus to Canada, Europe, New Zealand, China: a tour around the world searching for macro oppo ...  Show more

The Hiking Cycle Is Over
The Macro Trading Floor

On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabilities increased since the recent turmoil in the banking syste ...  Show more