Super-Macro Management

By Super-Macro Management

SuperMacro provides a summary of the most critical economic and financial news from the major regions, with insights into the impact on markets and policy. We take a detailed look at the fundamentals ... more

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FAQs about Super-Macro Management:

How many episodes does Super-Macro Management have?

The podcast currently has 13 episodes available.

Super-Macro Management episodes:

March 25, 2024 Has the Fed Lost the Plot on Inflation? - Episode 3
In this episode of Super Macro Podcast 3, Elvis and Jonny dive into the
topic of whether the Fed has lost the plot on inflation. They discuss
the Fed's recent decisions, including leaving interest rates unchanged,
raising inflation and growth forecasts, and the potential impact on the
bond market. Jonny believes the Fed has been too soft on inflation,
expressing concerns about the end of goods disinflation and the rise in
services and energy costs. While he doesn't think the Fed has completely
lost the plot, he questions the effectiveness of their current policy
moves.
02:17 Fed's inflation target dilemma.
04:47 Powell's handling of inflation.
10:58 Wage growth predictions and indicators.
13:06 The Fed's ability to influence yields.
19:32 One or two good trades.
21:09 Industrial recovery and metal prices.
...more
24min
March 14, 2024 Navigating the US Market: CPI Data, Payroll Reports, and Fed Policy - Episode 2
On this episode of Supermacro, Jonny and Elvis discuss the recent
developments in the US market, including the CPI data and the non-farm
payroll report. Despite the unexpected CPI print and mixed payroll data,
Jonny maintains his view that the easing of financial conditions is
stimulating the economy in ways the Fed may not have anticipated. The
episode delves into the implications of Fed policy and the overall
economic outlook.
To access the SuperMacro newsletter and stay updated on economic
analysis and trade recommendations, visit SuperMacro. Subscribe for a
free trial and gain access to Johnny's expert insights and portfolio
performance updates.
Listen to the full podcast episode for in-depth analysis and valuable
market insights. Don't forget to like, share, and subscribe for more
financial discussions and investment strategies.
...more
37min
March 01, 2024 Unpacking the Health of the US Economy: No Recession in Sight - Episode 1
In this episode of the SuperMacro podcast, Jonny discusses the health of
the US consumer and the absence of a looming recession. He delves into
charts showcasing the strength of the US economy, the impact of job
gains, wage growth, and household finances. Elvis and Jonny also touch
on the Federal Reserve's policies, inflation, and the future of interest
rates. Join them as they analyze market trends, investment strategies,
and more. Don't miss out on valuable insights and trade ideas shared in
this engaging discussion.
To access the SuperMacro newsletter and stay updated on economic
analysis and trade recommendations, visit SuperMacro. Subscribe for a
free trial and gain access to Johnny's expert insights and portfolio
performance updates.
Listen to the full podcast episode for in-depth analysis and valuable
market insights. Don't forget to like, share, and subscribe for more
financial discussions and investment strategies.

...more
37min

FAQs about Super-Macro Management:

How many episodes does Super-Macro Management have?

The podcast currently has 13 episodes available.