Five Minute Macro 1-13-2020 – Markets Policy Partners

This week’s top 5 are US Corporate Earnings, Hopes for Global Growth, US-Iran tensions, Central Banks and US-China détente.

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12 Apr

The stabilization in Treasury yields calms markets while the Biden Administration pushes the Jobs Plan. CPI data tomorrow is in focus along with the beginning of 1Q 21 earnings season. Finally, geopolitical risks continue to simmer.
https://marketspolicy.com/five-minute-macro-4-12-2021/

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5 Apr

The stabilization of Treasury yield is helping risk sentiment, while the market digests the details of the Biden infrastructure proposal. Wednesday brings FOMC Minutes as inflation fears still remain. Finally, India grapples with Covid surge
https://marketspolicy.com/five-minute-macro-4-5-2021/

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15 Mar

The Fed meeting and Stimulus plans are front and center on market participant's minds. However, rising Treasury yields and concerns over rising inflationary pressures lurk. Finally, Chinese markets sell off due to tighter monetary and regulatory decisions.
https://marketspolicy.com/five-minute-macro-3-15-2021/

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22 Feb

In this week's 5 Minute Macro, stimulus spending remains in the tops spot, with higher Treasury yields moving up to the second spot and inflation outlook dropping a spot. Powell's testimony to Congress and Bitcoin at new highs round out the top five.
https://marketspolicy.com/five-minute-macro-2-22-2021/

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19 Jan

The Biden administration lays out a two-stage stimulus plan, while political tensions continue to simmer and Fed sends mixed policy signals. Meanwhile, US economic data continues to weaken and China tensions continue to percolate.
https://marketspolicy.com/five-minute-macro-1-19-2021/

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