Divergent Economic Outcomes: Japan, China, Europe and the US
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
Energy Roundtable with Sachin Sharma
Join us for a lively and in-depth conversation about what’s going on in global energy markets, the economy, and much more.Our guest Sachin Sharma breaks down what he’s seeing, and why it matters with a focus on oil and natural gas as well as a discussion on the status of the rene ...عرض المزيد
Mixed Signals from the Labor Market
As a part of our ongoing coverage of labor market conditions, today's NFP data suggests that hiring is beginning to slow The top-line print was 187K, which was considerably softer than expectations.The largest additions were in services at 154K of total jobs created vs 97K in Jun ...عرض المزيد
FOMC Recap and Analysis
A discussion about today’s Fed meeting, focusing on Chair Powell’s press conference, and what we’re watching in the economy from here. Get full access to MacroVisor at macrovisor.substack.com/subscribe
Q2 2023 Earnings Preview
We discuss what we are watching as earnings season kicks into full swing, in key companies, industries, and sectors as a part of our ongoing coverage of company earnings.If you have any questions, feedback or are interested in having us look at companies reporting on the week of ...عرض المزيد