
Macro Voices MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
5 snips
Mar 16, 2023 Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
Investing in Green Energy in Europe
03:13 • 2min
The Fed's Hiking Cycle
05:35 • 5min
What's Going on in the Emerging Market?
10:13 • 2min
Is the Fed Not Finishing Hitting?
12:42 • 3min
Is the Fed Going to Lose Control of the Treasury Market?
16:02 • 3min
The Fed Is Not Operating a Dial, It's a Switch
19:04 • 5min
What's Going to Come Next?
23:34 • 2min
The End of the Hiking Cycle
25:35 • 3min
What's Going on With US Treasury Bonds?
28:49 • 5min
Is the US Dollar Going to Lose Its Reserve Status?
33:37 • 4min
Energy Markets
37:51 • 3min
The Fed Losing Control of the Treasury Market
40:55 • 2min
The Barbell Approach to Portfolios
43:22 • 5min
What Happened to Silicon Valley Bank?
47:52 • 6min
Is the Fed Doing Its Job?
53:32 • 6min
What's the Next Shoe Going to Drop?
59:19 • 2min
Is There a Fed Policy Shif?
01:01:28 • 3min
The S&P 500
01:04:47 • 4min
NASDAQ - What Levels Are You Watching on the Queues?
01:08:52 • 2min
NASDAQ Volatility Index - Is the Market Ready for a Bullish Breakout?
01:11:09 • 5min
Gold Futures - Is the Fed Going to Cut Rates?
01:15:44 • 3min
The Next Gold Rally Could Be in the Gutter
01:18:15 • 3min
MacroVoices Research Roundup
01:20:52 • 3min

