Macro Mondays

75 Episodes

1. #14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank

   Published: 9/10/2023
2. #13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

   Published: 9/2/2023
3. #12 - USD patriots vs. CNY patriots - Guest: Tony Nash

   Published: 8/27/2023
4. #11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise

   Published: 8/20/2023
5. #10 - A steeper curve to create a recession - Guest: Bob Elliot

   Published: 8/13/2023
6. #9 - Coups, YCC and the big rotation trade

   Published: 8/6/2023
7. #8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale

   Published: 7/30/2023
8. #7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger

   Published: 7/28/2023
9. #6 - Geopolitical risks are back - Guest: Claus Vistesen

   Published: 7/23/2023
10. #5 - 4 reasons why the recession never arrived - Guest: Dario Perkins

    Published: 7/16/2023
11. #3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro

    Published: 7/9/2023
12. The weird resilience of the EUR - Guest: Jens Nordvig

    Published: 7/2/2023
13. Housing rebounds - time to call off the recession? Guest: Warren Pies

    Published: 6/25/2023
14. 3 reasons why EUR liquidity is a MUST watch over summer

    Published: 6/18/2023
15. Welcome to Macro Sunday!

    Published: 6/17/2023