Macro Voices

MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse

5 snips
Mar 16, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
Investing in Green Energy in Europe
03:13 • 2min
3
The Fed's Hiking Cycle
05:35 • 5min
4
What's Going on in the Emerging Market?
10:13 • 2min
5
Is the Fed Not Finishing Hitting?
12:42 • 3min
6
Is the Fed Going to Lose Control of the Treasury Market?
16:02 • 3min
7
The Fed Is Not Operating a Dial, It's a Switch
19:04 • 5min
8
What's Going to Come Next?
23:34 • 2min
9
The End of the Hiking Cycle
25:35 • 3min
10
What's Going on With US Treasury Bonds?
28:49 • 5min
11
Is the US Dollar Going to Lose Its Reserve Status?
33:37 • 4min
12
Energy Markets
37:51 • 3min
13
The Fed Losing Control of the Treasury Market
40:55 • 2min
14
The Barbell Approach to Portfolios
43:22 • 5min
15
What Happened to Silicon Valley Bank?
47:52 • 6min
16
Is the Fed Doing Its Job?
53:32 • 6min
17
What's the Next Shoe Going to Drop?
59:19 • 2min
18
Is There a Fed Policy Shif?
01:01:28 • 3min
19
The S&P 500
01:04:47 • 4min
20
NASDAQ - What Levels Are You Watching on the Queues?
01:08:52 • 2min
21
NASDAQ Volatility Index - Is the Market Ready for a Bullish Breakout?
01:11:09 • 5min
22
Gold Futures - Is the Fed Going to Cut Rates?
01:15:44 • 3min
23
The Next Gold Rally Could Be in the Gutter
01:18:15 • 3min
24
MacroVoices Research Roundup
01:20:52 • 3min