Super-Macro Management

Super-Macro Management

By Super-Macro ManagementBusinessManagement
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Super-Macro Management episodes

  • 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.


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    24 min
  • 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.


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    37 min
  • 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.



    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    37 min

About Super-Macro Management

From the publisher's feed

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…