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

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

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

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

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