Ayesha and Mayhem discuss the murmurs of the Fed tapering QT, the US government’s 2024 budget, Treasury issuance and what’s going on with bank earnings and the Bank Term Funding Program.

A review of the week that was, complete with analysis of US inflation data, retail sales, flash PMIs and of course global central bank decisions with Ayesha and Mayhem

Jason and Mayhem discuss longer-term trading time horizons, trading systems, psychology and how to develop and maintain discipline.

A wide ranging discussion on what we’re watching in the US and overseas, and where we think we are in the bond bear market and supposed equity bull Learn more about MacroVisor by visiting us at https://www.macrovisor.com where you can find our regular insights, ideas, and more.

We have an in-depth discussion with special guest Weston Nakamura of Across the Spread about interest rates, Japan and China’s respective economies and markets, as well as the impact of policy decisions and market forces in Asia on the global picture To learn more about Weston’s work and to follow him, please see the links […]

A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, […]

Join us for a lively and in-depth conversation about what’s going on in global energy markets, the economy, and much more. Our guest Sachin Sharma breaks down what he’s seeing, and why it matters with a focus on oil and natural gas as well as a discussion on the status of the renewable energy transition. […]

As a part of our ongoing coverage of labor market conditions, today’s NFP data suggests that hiring is beginning to slow The top-line print was 187K, which was considerably softer than expectations. The largest additions were in services at 154K of total jobs created vs 97K in June, with goods producers only adding 18K jobs […]