MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions

1

Introduction

00:00 • 3min

2

The WTI Curve Is Moving Into Contango

02:52 • 5min

3

Macro Voices

08:08 • 2min

4

Do You Think It's a Bear Market Rally?

10:34 • 3min

5

Is It a Bear Market Rally?

13:19 • 3min

6

Is There a Secular Inflation?

16:46 • 2min

7

Tax Receipts in the United States in Fiscal 21, 2022

18:32 • 3min

8

The US Fiscal Position Is in Deep Trouble Without That Inflationary Regime

21:11 • 2min

9

Peak Cheap Energy Is a Secular Inflationary Driver

23:34 • 4min

10

Is It a Government Death Spirale?

28:03 • 3min

11

The Fed's Operating Loss - Borrow Short, Lender Long

30:57 • 4min

12

The US Can't Afford to Hold Oil and Oil at Negative Real Interest Rates

34:57 • 2min

13

I Think We're at a Massive Moment of De-Globalization

37:17 • 5min

14

Is the Fed Really Going to Do What It Takes to Beat Deflation?

42:12 • 2min

15

The Fed Shouldn't Change Their Target

43:46 • 3min

16

Is the Fed Playing Tough Guy?

47:02 • 2min

17

Will There Be Demand for Treasuries?

49:14 • 5min

18

The Doomsday Blog Scenario

53:56 • 2min

19

What Are Your Thoughts on the S&P 500?

55:42 • 3min

20

NASDAQ - What Are You Seeing in the Options Market?

58:37 • 3min

21

Did We Put in a Short Term Bottom in the VIX?

01:01:48 • 3min

22

What Is the Driving Force Behind This Breakout?

01:04:20 • 4min

23

Is There a Longer Term Bullish View on Gold?

01:08:13 • 5min

24

Using the Butterfly Put Spread as a Hedge in the Market

01:12:57 • 4min

25

Macrovoices Research Roundup

01:17:12 • 4min