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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1 Feb

Powell seems to have paid attention to the Paychex wage index. https://www.paychex.com/employment-watch/#!/wage-data/

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31 Jan

Gotta wonder what the record Debt:GDP was for any global reserve currency... the way out is not likely default, it is financial repression that Lyn writes about comprehensively. See our interview with her https://www.youtube.com/watch?v=4Bw2AR2sqyA&t=1287s

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25 Jan

We are interviewing Russell Napier, famed monetarist and market strategist, author of "The Anatomy of the Bear" Friday at 12noonET. Click here to listen: https://lp.constantcontactpages.com/su/juoggkp
@LynAldenContact #Macro #Macroeconomics #FinancialMarkets #bearmarket @MacroAlf @MacroVoices

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21 Jan

The Fed B/S hit another new low, and since the rate of decline began to accelerate in June/July 2022, the S&P is flattish at 3972 vs 3923 (average of high vs low in June ’22). Surprising to many who thought there would be a better correlation.

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9 Jan

The path of Fed tightening remains the driving factor for markets as inflation shows signs of cooling and global growth slows. Investors prepare for fourth quarter earnings season and Chinese assets rally on a major policy shift. https://marketspolicy.com/five-minute-macro-1-9-2023/

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