The MacroVisor Podcast

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.

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.

We hope you enjoyed this episode! Find Sachin on LinkedIn and Twitter. Let us know if you have any questions in the comments below.

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 vs 31K in June.

We discuss all this and more in today’s episode.

A discussion about today’s Fed meeting, focusing on Chair Powell’s press conference, and what we’re watching in the economy from here.

We discuss what we are watching as earnings season kicks into full swing, in key companies, industries, and sectors as a part of our ongoing coverage of company earnings.

If you have any questions, feedback or are interested in having us look at companies reporting on the week of July 24th, we’d love to hear from you in the comments below.

We sit down with Avid Commentator and discuss what’s going on down under in the economy and beyond. It’s a wide ranging and illuminating conversation that we greatly enjoyed quite a lot.

Grab your favorite beverage and a snack, and tune in to this episode of the MacroVisor podcast.

To see some of the charts that contextualize data mentioned in this interview, check out this link from Tarric.

Find Tarric below at the following platforms:

Substack - 

Twitter - https://twitter.com/AvidCommentator

Threads - https://www.threads.net/@avidcommentator

YouTube - https://www.youtube.com/channel/UCM5vPCVJnxck72vS_RvZlnA

Patreon - https://www.patreon.com/tarric

A quick overview of the latest news and what’s going on in the market

I check back in with Jason Perz on how his year is going. He called going long NASDAQ late last year, and it’s been a great trade!

Is the reopening of China living up to the hype?

Will the Bank of England be able to break UK’s historic inflation?

We discuss this and much more in today’s episode.

This episode touches on the week that was in economic data and what we see taking shape in the world of macro. We discuss inflation data, the labor market, how consumers are feeling, what they’re buying, and how manufacturing is faring in the state of New York.