The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. 
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CHAPTERS -
00:00. Introduction
02:26. Freddie Mac Proposal
08:36. Trump Hush Money & Dollar
15:44. Israel & Boeing
22:38. Rents & Inflation
29:50. Portfolio News


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The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news.

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CHAPTERS -
00:00. Introduction
01:33. US economy
10:04. Trump on interest rate
16:12. China / Singapore
24:24. Crypto news
30:10. Outro


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We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands. 
We wish you a great sunday and hope to see you again next week.

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We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US? 

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CHAPTERS -
00:00. Introduction
02:46. Sour Equities?
09:32. Iranian Attack
15:20. Interview - Vincent Deluard
39:48. "Sticky-er" Inflation?
43:28. Portfolio News


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We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments

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CHAPTERS -
00:00. Introduction
03:00. US CPI
06:55. Commodity Rally?
11:00. Interview - Danny Dayan
39:50. China Preparing?
46:30. Portfolio News


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Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets thrive in Q2 given the Manufacturing rebound and are commodities, especially within metals, overbought in light of this? We take the discussion with former CO-CIO of Bridgewater Bob Elliot who is now running the investment office at Unlimited Funds.

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CHAPTERS -
00:00. Introduction
02:20. Cyclical upswing?
12:32. Interview - Bob Elliot
32:26. The Geopolitical situation
36:00. Portfolio news


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This week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us!

Host: Andreas Steno & Mikkel Rosenvold
Guest: Dario Perkins, TS Lombard

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CHAPTERS -
00:00. Introduction
03:00. Head Fake Reflation
13:18. Interview - Dario Perkins
39:00. Geopolitics - Russia, Netanyahu
48:52. Portfolio news


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Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related.

Can the gold rally continue and what metals and commodities are interesting throughout 2024? We consult the seasoned gold investor and fighter pilot Bob Moriarty of 321gold.com in this edition of Macro Sunday.

Host: Mikkel Rosenvold
Guest: Bob Moriarty, 321gold

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Oil, Copper and Silver have broken out of recent ranges and the overall commodity picture is starting to look technically compelling. Meanwhile, the inflow to the “digital commodity” Bitcoin remains strong leaving to new records by the day! We look into the physical and digital commodity markets in this weeks Macro Sunday. Guest: Mads Eberhardt

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Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet policies over the course of the year? And how about a potential operation "Twist"? Meanwhile, China is allowing the public deficit to grow. Is China the next positive surprise? Guest: Joseph Wang aka. The Fed Guy

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The cyclical rotation of asset markets is ongoing and 
the Manufacturing sector seems to be improving by the month. 
The consensus is getting very upbeat on the US
growth picture but what about China and Europe?
Is the Rest of the World ready to beat expectations 
and do you own enough commodities in case?

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Guest of the week: Tracy Shuchart of https://hilltowerresourceadvisors.com/

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#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding 
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#banking