Most-Hated Rally Ever? | Macro Mondays: Septe...

Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets should start worrying about rates again, and if the latest inflation reports sign ...  Show more

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Olivier Blanchard is the former chief economist of the IMF and a senior fellow at the Peterson Institute for International Economics in Washington. He collaborated with former Fed chair Ben Bernanke to study the responses of 10 central banks to the recent bout of inflatio ...

On todays episode of Forward Guidance Eric Crittenden Chief Investment Officer at Standpoint Asset Management joins the show for a deep dive into the world of systematic macro investing. Eric walks through the current market outlook as many investors battle with recessionary con ...  Show more

The global trade war intensifies as the Trump Tariffs come into effect. Equities continue to decline for the fourth consecutive day, threatening to push the S&P 500 into bear market territory, as investors seek safe havens. Meanwhile, Treasuries, once considered the world' ...

Volatility is back just in time for the October scaries as new tariff threats rattle investors just as the markets reached new record highs. Is this a re-do of the April selloff, or the beginning of the bursting of a bubble in risky assets? Barry Ritholtz the original Blog-Father ...  Show more