Immigration vs Inflation and AI vs Recession.

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) Does the government shutdown matter?

2) Would the US already be in recession without AI?

3) Are deportations inflationary or deflationary?

When it bursts, will it crash the economy?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) Is the Labour market starting to crack?

2) Are bonds and equities saying completely different things about the macro outlook?

3) Is AI a bubble (and could it crash the economy)?

Or do we get a major Fiscal Crisis?

*Apologies for Freya's audio quality today, her internet cut out halfway through recording, and she needed to switch to her phone

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) Why did Powell blink?

2) When will markets care about Fed capture?

3) Are we on the brink of a fiscal crisis (again)?

Has Trump won H1?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) Is Trump winning?

2) Why did central banks turn woke?

3) Is US monetary policy even restrictive with stocks at ATHs?

How would markets react?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1.    What happens if Trump fires Powell?

2.    Is tariff inflation finally showing up?

3.    Are we still seeing policy stimulus in the RoW, or is a TACO leading to complacency there too?

Happy 4th of July to our US listeners!

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1.    Why are investors punishing the dollar and not the S&P?

2.    Big jobs number. No Fed cut until November?

3.    Are we now in a regime of fiscal dominance?

Will Israel-Iran conflict derail markets?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) Market impact of Middle East conflict? 

2) Still no tariff inflation: can the Fed cut now?

3) Are rising JGB yields a threat to global markets?

Are markets all Bulled up on TACO? S&P 500 all-time highs?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) Does TACO trade mean S&P 500 all-time highs are back on the menu?

2) Why were bond yields so high/rising?

3.) Trump's expansionary budget = fiscal crisis, either US or RoW?

Dollar Death or Dollar Decline?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) US-China deal - is the crisis over?

2) Dollar vs the World. Extended Weakness or End of Reserve Currency?

3) Why is the Fed so reluctant to cut? Is it playing politics?

Empty shelves and sudden stops?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) Did the markets successfully face down Trump?

2) Could we get a sudden stop in imports from China - what would this do to US economy?

3) Is sustained US dollar weakness even possible if the US remains the world's reserve currency?