The producer price index was up 11.3% year over year in June, the seventh consecutive double-digit gain, and accelerated to 1.1% from 0.9% in May on a month-over-month basis, as inflationary pressure continues to build. JPMorgan Chase & Co., the biggest bank in the U.S. by market cap, reported a 28% decline in earnings and boosted its provision for bad loans ... Show More
Oct 5
How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertai ... Show More
33m 1s
Sep 21
Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026
Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–De ... Show More
27m 20s
Mar 2023
The Largest Bank Failure Since 2008 | Weekly Round Up
This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit d ... Show More
1h 4m
Jan 2025
Big banks kick off earnings season
JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27)
Show Notes
Zuckerberg slams Apple
The most overbought and oversold stock markets
Episode transcripts: ... Show More
6m 28s
