Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
MacroVoices: Jeff Snyder's Slide Deck
02:27 • 2min
Consumer Price Inflation: What It Is and Why It Matters
04:27 • 5min
The Transitory After the Pandemic Inflation
09:32 • 3min
The Supply-Shock Case in 1946
12:29 • 4min
The Three Possible Endpoints of the Deflationary Recession
16:29 • 5min
The Decline of China's Producer Prices
21:24 • 2min
The Near-Term Forward Spread
23:03 • 4min
The Fed's Soft Landing Narrative
26:49 • 2min
The Fed's Concerns About the US Economy
29:15 • 2min
The US Economy Isn't All That Great to Begin With
31:26 • 2min
The Fed's Interpretation of the Economic Situation in 2023
33:01 • 5min
The German Market and the US Treasury Curve
37:41 • 6min
The Bear Market Bottom Is Not In
43:29 • 1min
The Market's Soft Landing Story
44:50 • 5min
The EIA's 17 Million Barrel Drawdown
49:52 • 3min
The Bear Market Rally Continues to Hold
53:15 • 2min
The Upwards Channel on the Options Market
55:37 • 5min
The US Dollar Index Is on the Edge of Retesting a Prior Support Level as Resistance
01:00:54 • 3min
The Dollar Rally Has Almost Completely Wiped Out That July Bloodbath
01:04:24 • 2min
The Market Breadth of the New York Stock Exchange
01:06:22 • 3min
Macrovoices Research Roundup
01:09:49 • 3min