Macro Mondays Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
Mar 10, 2024
The podcast discusses improving liquidity levels in USDs, potential Fed balance sheet policies, operation 'Twist', and China's growing public deficit. Guest Joseph Wang aka. The Fed Guy shares insights. Topics also include political candidate's campaign kickoff speech analysis, Federal Reserve signals and balance sheet strategy, global economic trends and investment strategies, as well as economic policies in Europe compared to China and the US.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
China's Growth Targets and Policy Ideas
02:23 • 9min
Analysis of Political Candidate's General Election Campaign Kickoff Speech
11:29 • 2min
Analyzing Federal Reserve Signals and Balance Sheet Strategy
13:12 • 25min
Global Economic Trends and Investment Strategies
38:30 • 3min
Analysis of Economic Policies and Market Views in Europe Compared to China and the US
41:35 • 4min