Blue Line Futures Macro Corner

Email [email protected] with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 27

Access Jannis Meindl's 'Inflation & Growth Expectations, Terminal Fed Funds Rate, Deficit Financing'

Paul Wankmueller, CMT and Jannis Meindl talk about the latest inflation dynamics, the U.S. consumer continuing to drive activity, and the Fed's milestones on the way to a pivot. Paul & Jannis also cover the implications of sovereigns decreasing their treasury holdings in the context of U.S. deficit financing.

Timecodes:

0:00 - Disclosure

0:18 - Inflation Slowing, Fed Milestones, Deficit Financing

14:20 - Disclosure

This podcast was recorded on December 12, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Email [email protected] with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 28

Access Jannis Meindl's 'Monetary Tightness Continues'

Paul Wankmueller, CMT and Jannis Meindl discuss last week's central bank action, consumer spending in the context of strong Nike earnings, and markets continue to price low secular inflation.

Timecodes:

0:00 - Disclosure

0:18 - Markets Price Low Secular Inflation

14:12 - Disclosure

This podcast was recorded on December 21, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Email [email protected] with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 26

Access Jannis Meindl's 'The Prospects For Future Growth'

Paul Wankmueller, CMT and Jannis Meindl talk about the fundamental drivers of economic growth and how capital, labor, and productivity shape up as it pertains to future growth prospects. Within the context of economic growth, Paul & Jannis also talk about China's role as a disinflationary driver for more than two decades.

Timecodes:

0:00 - Disclosure

0:18 - The Prospects For Future Economic Growth

12:40 - Disclosure

This podcast was recorded on December 5, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Email [email protected] with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 25

Access Jannis Meindl's 'Is this A Titanic Economy?'

Paul Wankmueller, CMT and Jannis Meindl talk about what a Fed pivot or pause would mean, the transmission process of monetary policy and its implications for markets, as well as the connection between commodity and treasury curves.

Timecodes:

0:00 - Disclosure

0:18 - A Snapshot Of The U.S. Economic Cycle

12:28 - Disclosure

This podcast was recorded on November 21, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Email [email protected] with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 24

Access Jannis Meindl's 'The U.S. Economic Cycle' 

Paul Wankmueller, CMT and Jannis Meindl look under the hood of Thursday's CPI report, the implications of high indebtedness of corporations with covenant-lite loans, and yield curves diverging from strong economic data.

Timecodes:

0:00 - Disclosure

0:18 - A Snapshot Of The U.S. Economic Cycle

14:00 - Disclosure

This podcast was recorded on November 14, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Email [email protected] with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 23

Access Jannis Meindl's 'Regime Shift On Wall Street?'

Paul Wankmueller, CMT and Jannis Meindl cover the latest factor moves in U.S. equity markets, investor sentiment, and the Fed's fight against the undercurrents of inflation (namely wages.)

Timecodes:

0:00 - Disclosure

0:18 - U.S. Equity Factors, Wages, Fed Policy

12:02 - Disclosure

This podcast was recorded on November 7, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Email [email protected] with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 22

Access Jannis Meindl's Climbing The Macro Mountain.

Paul Wankmueller, CMT and Jannis Meindl discuss the macro landscape ranging from treasury yields to credit spreads. The two also cover the economic growth outlook in the context of the current services spending binge.

Timecodes:

0:00 - Disclosure

0:18 - Dollar, Sovereign Credit Risk, Fed Policy

14:24 - Disclosure

This podcast was recorded on October 31, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Email [email protected] with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 21

Access Jannis Meindl's The Dollar Wrecking Ball & Sovereign Bond Yields.

Paul Wankmueller, CMT and Jannis Meindl discuss the most recent pertaining to Fed policy, the decline in central bank fx reserves, and the implications for various asset classes.  

Timecodes: 

0:00 - Disclosure 

0:18 - Dollar, Sovereign Credit Risk, Fed Policy 

16:31 - Disclosure  

This podcast was recorded on October 24, 2022. 

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Email [email protected] with any questions -- we're more than happy to provide you with a 14-day FREE trial of our premium research. Also access all the Tactical Insights reports mentioned in this episode: Crude Oil Tactical Insights, Natural Gas Tactical Insights, Copper Tactical Insights, Treasuries Tactical Insights

Paul Wankmueller, CMT and Jannis Meindl discuss the predominant supply & demand dynamics for crude oil, natural gas, copper, and the U.S. treasury market. As China reopening hopes got lowered by Xi Jinping, the Biden administration continues to release from the Strategic Petroleum Reserves, and central banks keep tightening policy, we break down the dynamics at play.

Timecodes:

0:00 - Disclosure

0:18 - The Supply & Demand Of Key Commodities

14:11 - Disclosure

This podcast was recorded on October 20, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Email [email protected] with any questions -- we're more than happy to provide you with a 14-day FREE trial of our premium research.  Access this week's chart booklet here: Macro Corner Episode 19, Chart Booklet

Paul Wankmueller, CMT and Jannis Meindl discuss the implications of energy markets for the Fed's future trajectory. As China aims to reopen, the Strategic Petroleum Reserves keep declining, and refining capacity stays constrained, we dive into the most important factors of future energy supply/demand imbalances. 

Access Jannis Meindl's article Finding An (Un)Happy Equilibrium While Running From Oil Vigilantes to learn more about the topics discussed in today's podcast.

Timecodes:

0:00 - Disclosure

0:18 - Oil Vigilantes & The Fed

14:03 - Disclosure

This podcast was recorded on October 10, 2022.

Futures trading involves substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.