Macro Mondays

Vincent Deluard discusses inflation trends in developed and emerging markets. Chinese deflation may impact EM, while shrinking labor force in West could lead to inflation in Europe and US. Topics include equities, Iranian attack, sticky inflation, and portfolio news.

Expert in US inflation and monetary policy, Danny Dayan, discusses the potential for a rate hike in 2025 and the US inflation picture. Topics include US CPI data, commodity rally, China preparing, and portfolio news.

Former CO-CIO of Bridgewater, Bob Elliot, discusses the fake business cycle signals, inflation assets in Q2, and overbought commodities. Topics include cyclical upswing, geopolitical situation, and portfolio news. Insightful analysis on economic trends, manufacturing recovery, and navigating commodities amidst geopolitical tensions.

Guest Dario Perkins from TS Lombard discusses Brr-man Powell, USD inflation, Russia, and trading a Biden win. Topics include geopolitical tensions, interest rates, economic growth, and the impact of 3% inflation on the economy.

Exploring the gold rally and investment landscape with guest Bob Moriarty, discussing factors driving the rally, timing in precious metal investments, and geopolitical tensions. Analyzing the conflict between debt-based and resource-based systems, advocating for a return to gold and silver in economy. Reflecting on historical wars, profit-taking strategies, and Bitcoin's speculative nature.

The podcast discusses commodities like oil, copper, and silver breaking out, along with the strong inflow to Bitcoin. Topics include comparisons of government investments in China, US, and Europe, potential ramifications of a cryptocurrency ETF approval, solo staking in the crypto community, detailed analysis of bank meetings and market trends, and insights into monetary policies and China's manufacturing momentum.

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.

The podcast discusses owning enough commodities, improvements in the Manufacturing sector, the USgrowth picture, and the readiness of the Rest of the World. Guest Tracy Shuchart shares insights on energy commodities in the market. Exploration of geopolitical events in the Middle East impacting energy markets and the connection between US and China economies.

Assets are melting up as optimism around the business cycle improves. Discussion on trading the cyclical comeback. Crypto assets celebrating the uptick post-launch of Bitcoin ETFs. Insights on market growth, NVIDIA's dominance, and strategic stockpiling. Strategies for cryptocurrency investment amid global geopolitical shifts. Analysis of US approval decision, European support for Ukraine, government spending impact on interest rates, investment opportunities in a growing economy.

Economist Freya Beamish from TS Lombard discusses the return of US inflation, China's uncertain outlook, and Japan's strong structural case. Topics include inflation trends, Red Sea crisis impacts, Eurozone challenges, Bank of Japan policies, and potential investment opportunities in wind energy.