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
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 renewable energy transition. We hope you enjoyed this episode! Find Sachin on LinkedIn and Twitter . Let us know if you have any questions in the comments below. Get full access to MacroVisor at macrovisor.substack.com/subs...
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 June, with goods producers only adding 18K jobs vs 31K in June. We discuss all this and more in today’s episode. Get full access to MacroVisor at macrovisor.substack.com/subscribe...
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
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 July 24th, we’d love to hear from you in the comments below. Get full access to MacroVisor at macrovisor.substack.com/subscribe...
We sit down with Avid Commentator and discuss what’s going on down under in the economy and beyond. It’s a wide ranging and illuminating conversation that we greatly enjoyed quite a lot. Grab your favorite beverage and a snack, and tune in to this episode of the MacroVisor podcast. To see some of the charts that contextualize data mentioned in this interview, check out this link from Tarric. Find Tarric below at the following platforms: Substack - Twitter - https://twitter.com/AvidCommentator Th...
A quick overview of the latest news and what’s going on in the market Get full access to MacroVisor at macrovisor.substack.com/subscribe
I check back in with Jason Perz on how his year is going. He called going long NASDAQ late last year, and it’s been a great trade! Get full access to MacroVisor at macrovisor.substack.com/subscribe
Is the reopening of China living up to the hype? Will the Bank of England be able to break UK’s historic inflation? We discuss this and much more in today’s episode. Get full access to MacroVisor at macrovisor.substack.com/subscribe
This episode touches on the week that was in economic data and what we see taking shape in the world of macro. We discuss inflation data, the labor market, how consumers are feeling, what they’re buying, and how manufacturing is faring in the state of New York. Get full access to MacroVisor at macrovisor.substack.com/subscribe
Ayesha and Mayhem discuss the Fed, policy implications, the press conference, and have a Q&A with a live group on Twitter Spaces for this episode of the podcast. Get full access to MacroVisor at macrovisor.substack.com/subscribe
A dive into what's happening in the economy, focused on the labor market, the divergence between manufacturing and labor, the Chinese reopening, the debt ceiling passing and what's to come next, and much more Get full access to MacroVisor at macrovisor.substack.com/subscribe
We bring you the latest in our continuing coverage of what’s going on in the financial system, our macroeconomic analysis, and much more. Tune in for a discussion about the latest Fed minutes, the potential Fitch downgrade of the United States’ AAA credit rating, the aftermath of the debt ceiling, and more. Brought to you by MacroVisor. Get full access to MacroVisor at macrovisor.substack.com/subscribe...
Ayesha and Mayhem break down what’s happening with the US government’s debt ceiling Kabuki theater, how we may face a government shutdown if they cannot resolve the situation, and what happens after the debt ceiling is lifted. Get full access to MacroVisor at macrovisor.substack.com/subscribe
All eyes were on the CPI report today, which showed mixed results. Disinflation is a theme in many areas, which is encouraging, but others show some degree of stickiness, or even acceleration. We discuss the data, what it means, and why it may be important for the Fed and economy. Get full access to MacroVisor at macrovisor.substack.com/subscribe
Join Ayesha and Mayhem as they host a Twitter Spaces discussing the FOMC rate decision and press conference with Chair Powell. Get full access to MacroVisor at macrovisor.substack.com/subscribe
With so much going on with earnings season, it’s easy to forget the big picture, but we break it down and discuss what we’re watching and why it matters. Don’t miss this episode of the MacroVisor podcast with Ayesha and Mayhem! Get full access to MacroVisor at macrovisor.substack.com/subscribe
Ayesha and Mayhem discuss Q1 2023 earnings season, with a review of the last week and a preview of the week ahead. Get full access to MacroVisor at macrovisor.substack.com/subscribe
A thoughtful discussion about the economic data we're seeing, particularly as it pertains to the labor market and ISM, as well as the kick-off of earnings season with the money center banks, de-dollarization: reality vs rumor, and the big week of economic events ahead by your hosts Ayesha and Mayhem. Plus a kick-off of the MacroVisor.com premium service with a 50% off special discount as we launch. Get full access to MacroVisor at macrovisor.substack.com/subscribe...
Jason and Mayhem discuss backtesting, trading multiple asset classes, different types of trading techniques, and why it pays to take a systematic approach. Get full access to MacroVisor at macrovisor.substack.com/subscribe
Get full access to MacroVisor at macrovisor.substack.com/subscribe
Get full access to MacroVisor at macrovisor.substack.com/subscribe
In the third installment of the MacroVisor podcast Ayesha and I discuss our views on this latest bear market rally and why it may be closer to its end than beginning: * The bear market rally was led by short covering, 0DTE options, central bank and TGA liquidity, as well as retail, CTAs, and managed money * There isn't much fuel left for further upside based on our analysis * Downside risks have grown significantly with weakening fundamentals, leading econometrics, 0DTE mania, Fed and ECB ti...
Welcome to the second episode of the MacroVisor Podcast. The podcast is aimed at bringing you thought on the financial markets - from the Big Picture “Macro” to the Fundamental “Micro”. In this episode we cover: * A look at the key economic data in 2023 * Cracks forming in the economy and why it is important to monitor * ISM, M2 Money Supply, GDP, Retail Sales, UoM Inflation Expectations, Small and Medium Businesses, US Credit Default Swaps Thank you for tuning in and wish you safe investing ahe...
Welcome to the first episode of the MacroVisor Podcast. The podcast is aimed at bringing you thought on the financial markets - from the Big Picture “Macro” to the Fundamental “Micro”. In this episode we cover: * A look back at 2022 and what dominated financial market activity * Cracks forming in the stock market and the patterns we’re seeing * Liquidity, volatility and central bank tightening * The Fed’s Policies * Upcoming earnings and the impending earnings recession Thank you for tuning in a...
