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 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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11 Jan

In this week's Five Minute Macro, political tension remains front and center, while increased odds of fiscal stimulus moves and mixed Fed signals follow. Inflation expectations hit multi-year highs and China-US tensions continue to percolate.
https://marketspolicy.com/five-minute-macro-1-11-2021/

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22 Dec

In the final Macrocast of the year, we discuss the wild and unpredictable year from the COVID-19 pandemic to its economic impacts and the government’s fiscal and monetary policy reactions to both. We also make some predictions looking ahead to 2021. https://www.hamiltonplacestrategies.com/podcasts/the-decade-that-was-2020/

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7 Dec

Odds for a new round of relief spending are rising, while Brexit drama continues with no deal in sight. Vaccine rollouts, oil and OPEC and finally Trump - China tensions are heating up round out the top 5.
https://marketspolicy.com/five-minute-macro-12-7-2020/

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21 Nov

Great having Meghan join us today!

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