Taper (but no) Tantrum! Why not? [Ep. 97...

<p>Despite half the Federal Reserve’s best efforts to take away the December rate cut, the bond market is signaling from top to bottom, back to front it doesn’t care one bit. The FOMC can spout off on tariff inflation, they can claim there is no way they’ll support lowering rates ... Show More

<p>India’s rupee broke, plunging and I mean plunging Friday to a new record low and once again embarrassing the country’s central bank which had been intervening heavily for the past month. The funny thing is, there really wasn’t much of a trigger to it, at least not on the surfa ... Show More

<p>Over half of American homes lost value over the last year, the highest number since...2012. More importantly, even the media is catching on that something big changed this summer in real estate. The reason why the housing market is retreating isn't interest rates. Lower mortga ... Show More

The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More

(1/25/24) The first estimate of Fourth Quarter GDP is released today: It's only a guess, but expected to be slightly above 2%, which would be the slowest rate of growth since 2023, and coming off Q3 growth of 4.9% (NOTE: The actual number, released after this show aired, is 3.3%, ... Show More

(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) ... Show More

<p>Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.</p> <p>Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and rece ... Show More

(11/6/23) Friday's employment report was weaker than expected, as expected; there's always no recession in sight...until it is. How long will it take for the lag effect to appear? Black Friday preview; market rallied to 6% after previous week of disappointment. Markets ran throug ... Show More

<p>Balaji Srinivasan is back on Bankless with alarming takes. According to Balaji, in the next 90 days, the Dollar will hyperinflate—and the Bitcoin price will skyrocket to $1 Million.</p> <p>He’s backed up these claims with a million dollar bet. With these dire predictions and a ... Show More

Jonny Matthews, founder of Super Macro and former portfolio manager at Brevan Howard and managing director at Citi & Saloman Brothers, joins Forward Guidance to share his view on markets and the economy. Having netted a near 100% return in 2022 with a very large short in Treasury ... Show More

There's a definite correlation between changes in stock buybacks and changes in market performance. With the closure of the stock buyback window by the blackout period, the effects will be interesting, especially with the prevailing attitudes in an over-extended market. We also n ... Show More

Tom welcomes back Adrian Day, CEO of Adrian Day Asset Management to discuss the current state of the economy and investor expectations. Day believes that the effects of the Fed’s aggressive rate hikes in January 2020 will soon be felt, but he does not predict a market crash. Howe ... Show More

On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. Since 2022, the consensus has flip flopped from recession, to soft landing as ma ... Show More