Cart – Markets Policy Partners

China risks remain front and center while uncertainty around US infrastructure and debt ceiling move up to the second spot. Uneven economic data and rising oil prices along with inflation risks round out the top five spots. https://marketspolicy.com/five-minute-macro-9-27-2021/

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19 Aug

We are sad that we won’t ever be able to experience Sophie’s joy again.

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19 Jul

Growth and the Delta variant fears are driving a market sell-off, which clashes with the Fed's pivot to tightening discussions. Infrastructure negotiations continue along with earnings season as oil prices fall following OPEC+ production increases. https://marketspolicy.com/five-minute-macro-7-19-2021/

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21 Jun

Fed communications remain the major market moving force, which has flattened the Treasury curve, as inflation risks have ebbed. Negotiations over the American Jobs Plan continues and finally, global regulations roils cryptocurrencies.
https://marketspolicy.com/five-minute-macro-6-21-2021/

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14 Jun

A big Fed Meeting is front and center this week while the market continues to wrestle with inflation and Treasury rates remain steady. Negotiations continue on the American Jobs Plan and finally oil continues to rally.
https://marketspolicy.com/five-minute-macro-6-14-2021/

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