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Macrodesiac

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    Macrodesiac Morning Call - COVID, China and Repo Delusion!
    29:25

    Macrodesiac Morning Call - COVID, China and Repo Delusion!

    Macrodesiac Morning Call - Private Equity LOVES the UK, FTSE bid?
    15:37

    Macrodesiac Morning Call - Private Equity LOVES the UK, FTSE bid?

     1  view
    China is still the big risk
    21:04

    China is still the big risk

    Earnings, China (again) and dumb charts
    29:25

    Earnings, China (again) and dumb charts

    FOMC, South Korean Exports show whether firms are spending and Apple the BEHEMOTH
    26:22

    FOMC, South Korean Exports show whether firms are spending and Apple the BEHEMOTH

     1  view
    FOMC was a bore, Independent Thinking and FTSE resurgence?
    22:02

    FOMC was a bore, Independent Thinking and FTSE resurgence?

    Unemployment melancholy, AUDJPY the pain trade and understanding China
    20:18

    Unemployment melancholy, AUDJPY the pain trade and understanding China

    Structure of inflation, shipping is still broken and peak growth?
    32:37

    Structure of inflation, shipping is still broken and peak growth?

    Question Time!
    32:37

    Question Time!

    EURGBP doom!, BoE Guidance, and is the Aussie vaccine trade over?
    27:55

    EURGBP doom!, BoE Guidance, and is the Aussie vaccine trade over?

     1  view
    Gut feeling, Evergrande $ bonds trade at 21c and what to ignore
    25:11

    Gut feeling, Evergrande $ bonds trade at 21c and what to ignore

     1  view
    Goldman downgrades Chinese growth, more dumb ideas and the gold 'flash' crash
    21:36

    Goldman downgrades Chinese growth, more dumb ideas and the gold 'flash' crash

    Lending as a recovery barometer, China to cut rates, oil and bond yields separate drivers
    22:14

    Lending as a recovery barometer, China to cut rates, oil and bond yields separate drivers

    What's in store for today's CPI? Transitory or not and we touch on supply chains
    23:57

    What's in store for today's CPI? Transitory or not and we touch on supply chains

    More Evergrande woes, CPI shows some peaking and are there growth concerns?
    17:08

    More Evergrande woes, CPI shows some peaking and are there growth concerns?

    Afghanistan has fallen, China weighs on the Aussie and UK house prices facing a peak
    26:43

    Afghanistan has fallen, China weighs on the Aussie and UK house prices facing a peak

    One Covid case = NZ lockdown & NZ rate hike bets reversed. Risk off dominates in Asia
    22:48

    One Covid case = NZ lockdown & NZ rate hike bets reversed. Risk off dominates in Asia

    RBNZ's hawkish hold & thoughts on trading tactically
    12:56

    RBNZ's hawkish hold & thoughts on trading tactically

    Morning Call: Any Reasons to be cheerful?
    28:17

    Morning Call: Any Reasons to be cheerful?

    Are equities about to roll over? Will the Fed delay tapering?
    20:52

    Are equities about to roll over? Will the Fed delay tapering?

    Morning Call: Reversal in risk sentiment & more Evergrande woes
    20:05

    Morning Call: Reversal in risk sentiment & more Evergrande woes

    We talk central bank messaging, Jackson Hole and obviously... inflation
    33:52

    We talk central bank messaging, Jackson Hole and obviously... inflation

    Morning Call: Chip Shortages, Jackson Hole and MORE China policy changes
    19:08

    Morning Call: Chip Shortages, Jackson Hole and MORE China policy changes

     1  view
    Morning Call - Evergrande has people up in arms, and will Nordstream be an EU sticking point?
    25:32

    Morning Call - Evergrande has people up in arms, and will Nordstream be an EU sticking point?

    Morning Call - China & Evergrande special: What next?
    32:17

    Morning Call - China & Evergrande special: What next?

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