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In this week's podcast, we go over what happened during FOMC and its implications on the economy, as well as the latest inflation numbers.
In this week's podcast, we discuss the rate cuts from BOC and ECB, what they mean for their economies and real-estate. We also talk about the next FOMC meeting.
In this week's podcast, we discuss recent developments in growth expectations and what they mean for Fed policy. We also discuss where we think the stock market and bond market will go in the near future.
In this week's podcast we discuss our recent positioning and why we decided to sell stocks. We give a rare look to our excusive QuantDeck and how to interpret the current system outputs.
In this week's podcast, we discuss the latest CPI print and where we see stocks and bonds heading.
In this week's podcast, we discuss the current macro environment where inflation and growth stands, as well as volatility conditions going forward.
In this week's podcast, we discuss the latest FOMC and the implications on EFFR futures.
In this week's podcast, we discuss the recent GDP number and debunk claims that we are entering a stagflationary regime. We also give out outlook on equities in the short term.
In this week's podcast, we discuss the recent conflict in Iran/Israel and how it will affect oil and equities, as well as the recent EFFR futs pricing and what we see equities doing moving forward.
In this week's podcast, we discuss CPI and what it means for stocks going forward. How growth plays a role in this equity rally, and when it will end.
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