Blue Line Futures Macro Corner

By Blue Line Futures

On Macro Corner, host Paul Wankmueller and co-host Jannis Meindl break down the most important macro themes on a weekly basis. By taking a commodities and futures focused angle, our goal is to contrib... more

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FAQs about Blue Line Futures Macro Corner:

How many episodes does Blue Line Futures Macro Corner have?

The podcast currently has 29 episodes available.

Blue Line Futures Macro Corner episodes:

July 26, 2022 Liquidity Withdrawal | Recession Risks & Global Slowdown | Blue Line Futures Macro Corner Episode 8
Paul Wankmueller, CMT and Jannis Meindl discuss the Fed's QT cycle and how tightening financial conditions affect risk assets. The two also discuss U.S. recession risks and a red-hot warning of the 2s10s yield curve. Towards the end of the podcast, Paul and Jannis talk about global currency markets that reflect the global economic state. Access the episode's chart booklet here: Macro Corner Episode 8, Chart Booklet
Access Jannis Meindl's macro article titled The Withdrawal of Liquidity published on July 24, 2022.

Timecodes:
0:00 - Disclosure
0:20 - Fed Policy & Intro
3:14 - U.S. Job Market
5:15 - Fed Treasury Holdings & Quantitative Tightening
10:34 - Bond Market Volatility
13:36 - High Yield Credit
17:08 - Yield Curve
21:16 - Global Currencies & Economic Slowdown
24:09 - Liquidity & Central Bank Divergence
26:10 - ECB Rate Hike & Fragmentation Tool

Futures trading involves a 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.
...more
30min
July 22, 2022 Blue Line Futures Macro Corner Special Metals Episode with Paul Wankmueller, CMT & Phillip Streible
Paul Wankmueller, CMT and Chief Market Strategist Phillip Streible discuss the demand outlook for metals, various macro trends and whether precious metals will regain demand from crypto holders. As metal market experts, the two also talk about their initial introduction to the world of metals, what they find so intriguing, and what they see next within the global macro context. The two also cover the advantages of using futures and how to strike a balance with your physical coin holdings. Access the episode's chart booklet here: Macro Corner Special Metals Episode, Chart Booklet

Email [email protected] or call 312-278-0500 with any questions! We are here to help with any questions, market strategies, or anything else on the board!

Timecodes:
0:00 - Disclosure
0:18 - Intro to Special Metals Episode
1:12 - How Paul & Phil Got Started In Metals
3:28 - Is Gold an Inflation Hedge?
5:50 - Coins vs. Futures
9:00 - Gold Performs when Inflation Falls
10:56 - Silver & Industrial Demand
13:39 - Declining Silver Supply
14:43 - Platinum & Palladium
19:20 - Copper
20:50 - Central Banks, Interest Rates & U.S. Dollar
22:05 - Copper Mining & Supply Shortages
26:00 - Technical Analysis of Metals

Futures trading involves a 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.
...more
30min
July 18, 2022 Why MMT Fails | China's Tectonic Demographic Shift | The Inflation Mindset | Blue Line Futures Macro Corner Episode 7
Why MMT doesn't work, tectonic shifts in demographics, and labor unions driving inflation as supply chains get relocated. Paul Wankmueller, CMT and Jannis Meindl talk about the flaws of central economic planning, the Fed's balancing act between consumer categories, as well as the current economic state. Access today's chart booklet for free here: Macro Corner Episode 7, Chart Booklet
Access Jannis Meindl's macro article titled Central Economic Planning and Economic Conditions that was published Sunday July 17, 2022.
Timecodes:
0:00 - Disclosure
0:18 - Podcast Introduction
0:59 - Modern Monetary Theory & Sri Lanka
2:38 - Inflation Spirals
4:29 - Inflation Mindset in Emerging Markets
6:28 - Wages & Labor Unions
8:12 - Golden Age For Blue-collar Workers
10:14 - China's Demographic Decline
15:50 - Relocation of Supply Chains
17:23 - Household & Bank Leverage
18:56 - Not All Consumers Are Created Equal
20:15 - Credit Card Debt
22:12 - The Negative Wealth Effect
25:02 - Renormalization of Spending
28:15 - Business Inventories
30:09 - Labor Force Participation
33:06 - Disclosure

Futures trading involves a 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.
...more
34min
July 11, 2022 The China Divergence | China Central Bank Easing vs. Fed Tightening | Blue Line Futures Macro Corner Episode 6
While western central banks are tightening financial conditions, China is easing on a monetary as well as fiscal basis. Jannis Meindl and Paul Wankmueller, CMT talk about the potential impacts on risk assets and commodities. With 20% of China's copper demand coming from real estate, the country's high levels of grains, and China industrial activity all covered in today's episode, be sure to get your Macro Corner chart booklet: Macro Corner Chart Booklet, Episode 6
The booklet comes in addition to Jannis Meindl's weekly macro article Top Things to Watch you can access here: The China Divergence and Commodities
Email [email protected] or call 312-278-0500 with any questions -- our trade desk is here to help with anything on the board!
0:00 - Disclosure
0:18 - Topic Overview and Emerging Market Stress
2:17 - The China Divergence
8:30 - China Business Conditions
12:13 - Industrial Profits in China
14:19 - The Strategic Importance of Food & Energy
19:43 - China Real Estate Climate
21:29 - Strategic Petroleum Reserves
25:55 - Gauging Oil Demand
Futures trading involves a 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.
...more
29min
July 05, 2022 Emerging Markets Stress, Fed Mission, China Strategy | Blue Line Futures Macro Corner Episode 5
Emerging market debt has seen a lot of stress lately. On today's podcast we talk about capital allocation across EM as investors demand higher returns. Paul Wankmueller and Jannis Meindl also speak about the latest from Jay Powell and central bankers globally as the Dollar is causing havoc for debtor nations. Additionally, the episode runs through China's geostrategic pathway and how the country is running on a diametrically opposite policy trajectory to the rest of the world. This podcast was recorded on 07/05/2022 and alongside the episode, you can access our free Macro Corner Chart Booklet covering a wealth of data here: Macro Corner Chart Booklet, Episode 5
The booklet comes in addition to Jannis Meindl's weekly macro article Top Things to Watch you can access here: Emerging Markets and Financial Conditions
Email [email protected] or call 312-278-0500 with any questions -- our trade desk is here to help with anything on the board!
Timecodes:
0:00 - Disclosure
0:18 - Introduction
1:25 - Stress in Emerging Market Debt
9:10 - Brazilian Debt & EM Contagion
10:56 - China's Policy Pathway & Stocks
16:15 - Tight Labor Market Enabling Hawkish Fed
18:30 - U.S. Financial Conditions
19:56 - Pricing in Peak Inflation
24:00 - Closing Thoughts
24:59 - Disclosure
Futures trading involves a 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.
...more
26min
June 27, 2022 Commodities, The Fed Dilemma & Emerging Market Stress | Blue Line Futures Macro Corner Episode 4
What are the implications of this commodities sell-off within the context of structural undersupply, is the Fed handcuffed by debt and what is happening with emerging market debt? In today's podcast, recorded on 6/27/2022, Paul Wankmueller, CMT and Jannis Meindl discuss the current macro circumstances. Alongside today's episode, you can access our free Macro Corner Chart Booklet covering a wealth of data here: Macro Corner Chart Booklet, Episode 4
The booklet comes in addition to Jannis Meindl's weekly macro article Top Things to Watch you can access here: Commodities and Fed Dilemma
Email [email protected] or call 312-278-0500 with any questions -- our trade desk is here to help with anything on the board!
Timecodes:
0:00 - Disclosure
0:18 - Introduction
1:58 - Fertilizer Price Disinflation
6:14 - Commodities Disinflation Broadly
7:11 - Industrial Metals Sell-Off
7:55 - Copper & China Credit Impulse
10:18 - Chile, Copper & Weaponization Of Commodities
11:56 - End Of Month/Quarter Rebalancing & Energy Markets
13:01 - Fed Dilemma
15:40 - Debt Handcuffing Central Banks
16:58 - US Tax Receipts & Savings
19:54 - Emerging Market Debt
20:42 - Argentina Credit Conditions
21:44 - Exporting Inflation To Emerging Markets
23:54 - BRICS Alliance
24:46 - IMF, China & Emerging Market Debt
26:10 - Closing Thoughts
27:10 - Disclosure
Futures trading involves a 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.
...more
28min
June 20, 2022 Global Central Banks At The Crossroads | Blue Line Futures Macro Corner Episode 3
Are the Fed and central banks globally in a position to pull the liquidity rug from financial assets? In today's podcast, recorded on 6/20/2022, Paul Wankmueller, CMT and Jannis Meindl discuss the monetary environment. Alongside today's episode, you can access our free Macro Corner Chart Booklet covering a wealth of data here: Macro Corner Chart Booklet, Episode 3
The booklet comes in addition to Jannis Meindl's weekly macro article Top Things to Watch you can access here: Central Banks At The Crossroads Top Things to Watch this Week
Email [email protected] or call 312-278-0500 with any questions -- our trade desk is here to help with anything on the board!
Timecodes:
0:00 - Disclosure
0:18 - Introduction
2:45 - M2 & Fed Balance Sheet
5:30 - High Yield Credit
7:55 - Fed Funds Futures Indicated Yield
9:11 - Business Sentiment (NFIB)
11:49 - Freight Rates Cooling Off
14:26 - European Government Bond Yields
15:48 - Credit Default Swaps in Europe
16:03 - Credit Default Swaps in Europe History
17:05 - Recap
17:53 - Disclosure

Futures trading involves a 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.
...more
19min
June 13, 2022 Blue Line Futures Macro Corner #2 | US Debt, Monetary Policy and Consumer Sentiment
In today's episode, recorded on June 13, 2022, Paul Wankmueller and Jannis Meindl talk about US debt, monetary policy and consumer sentiment. Don't miss our Macro Corner Chart Booklet! It complements each podcast episode with a wealth of data and comes in addition to Jannis Meindl's weekly macro article Top Things to Watch.
...more
14min
June 07, 2022 Blue Line Futures Macro Corner #1 | Refinery Shortage, Services Inflation and Wealth Gap
In today's episode, recorded on June 6, 2022, Paul Wankmueller and Jannis Meindl talk about energy markets, inflation, the wealth gap and services spending. Be sure to check out Jannis Meindl's Top Things to Watch article from which this podcast's ideas come from: Commodities, Inflation and Labor Market | Top Things to Watch this Week
...more
13min

FAQs about Blue Line Futures Macro Corner:

How many episodes does Blue Line Futures Macro Corner have?

The podcast currently has 29 episodes available.