Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Cross Asset Strategy

<ul><li>Powell's testimony to Congress and the non farm payrolls report suggest global central bank easing may occur in the second half of the year</li><li>Labor market showing signs of moderating, leading to declining yields and high policy uncertainty</li><li>Options markets imply a wide range of scenarios, indicating high policy uncertainty and declining volatility trend</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Powell's testimony to Congress and the non farm payrolls report suggest global central bank easing may occur in the second half of the yearLabor market showing signs of moderating, leading to declining yields and high policy uncertaintyOptions markets imply a wide range of scenarios, indicating high policy uncertainty and declining volatility trendThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Sun Is the Same, in a Relative Way, but Vol Is Lower

<ul><li>Chair Powell set to deliver semiannual testimony in Congress, February employment data on Friday</li><li>ECB decision on Thursday with potential impact on US rates and currencies</li><li>Revision of rates forecast to reflect Fed easing expectations and QT process, potential for rates to decline if February data does not repeat January strength</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Chair Powell set to deliver semiannual testimony in Congress, February employment data on FridayECB decision on Thursday with potential impact on US rates and currenciesRevision of rates forecast to reflect Fed easing expectations and QT process, potential for rates to decline if February data does not repeat January strengthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Macro Research: Waiting on Words (And Data)

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

<ul><li>Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar index</li><li>Key news to watch next week, such as consumer confidence numbers and GDP</li><li>Interview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar indexKey news to watch next week, such as consumer confidence numbers and GDPInterview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

<ul><li>Global equities finished the week on a high note, with Nvidia's strong earnings boosting markets, especially in Japan.</li><li>European yields rose due to strong PMIs, while the dollar weakened and the euro and pound strengthened.</li><li>In the US, core PCE inflation is expected to be strong, with potential temporary factors contributing to the high readings.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global equities finished the week on a high note, with Nvidia's strong earnings boosting markets, especially in Japan.European yields rose due to strong PMIs, while the dollar weakened and the euro and pound strengthened.In the US, core PCE inflation is expected to be strong, with potential temporary factors contributing to the high readings.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI

Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

Macroeconomics

<ul><li>Claudia Sam is a well-known expert in monetary and fiscal policy, with experience advising decision makers at top government institutions</li><li>She is the founder of Stay at Home Macro consulting and has a PhD in economics from the University of Michigan</li><li>Throughout her career, she has experienced major economic crises, such as the Great Recession and the COVID-19 pandemic, leading her to focus on the importance of fiscal policy in times of crisis.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Claudia Sam is a well-known expert in monetary and fiscal policy, with experience advising decision makers at top government institutionsShe is the founder of Stay at Home Macro consulting and has a PhD in economics from the University of MichiganThroughout her career, she has experienced major economic crises, such as the Great Recession and the COVID-19 pandemic, leading her to focus on the importance of fiscal policy in times of crisis.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

United States

The US dollar is the official currency of the United States of America.

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The Sun Is the Same, in a Relative Way, but Vol Is Lower

Last week's key events included Federal Reserve Chair Powell's testimony and the non farm payrolls report, with a focus on the need for more data...

At Any Rate

Global Macro Research: Waiting on Words (And Data)

Chair Powell will deliver testimony to Congress, February employment data will be released, the ECB will make a decision, and Mira Chandan will...

At Any Rate

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

What if the data told the Fed to go the other direction and we had rate hikes between now and the election? Feels to me like nobody's positioned...

Macro Voices

The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI

Global equities finished strong due to Nvidia earnings, Nikkei hit all time highs supported by strong PMIs, US yields remained flat while European...

Nomura – The Week Ahead

Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

Claudia Sam, an expert in monetary and fiscal policy, forecasting, and recession indicators, has advised top decision makers and founded Stay at...

Macro Hive Conversations With Bilal Hafeez

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