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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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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7 Jun

US Treasuries remain steady while inflation risks remain. Fed communications debate future policy and negotiations continue for the American Jobs Plan. Finally, a global minimum tax becomes a possibility.
https://marketspolicy.com/five-minute-macro-6-7-2021/

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24 May

Fed guidance muddied by minutes and inflation are front and center on investor's minds. Crypto regulation roils markets, while the Treasury market remains steady. Finally, supply concerns hit oil prices. https://marketspolicy.com/?p=3128&preview=true

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