Five Minute Macro 2-3-2020 – Markets Policy Partners

This weeks rankings are led by the Corona Virus, Corporate Earnings, Central Banks and Global Growth, while Oil joins the party this week.

TWITTER FEED

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/

Reply on Twitter 1381624893838622724 Retweet on Twitter 1381624893838622724 Like on Twitter 1381624893838622724 Twitter 1381624893838622724

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/

Reply on Twitter 1379136359705755650 Retweet on Twitter 13791363597057556501 Like on Twitter 13791363597057556501 Twitter 1379136359705755650

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/

Reply on Twitter 1371537463521521669 Retweet on Twitter 1371537463521521669 Like on Twitter 1371537463521521669 Twitter 1371537463521521669

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/

Reply on Twitter 1363926951115845634 Retweet on Twitter 1363926951115845634 Like on Twitter 1363926951115845634 Twitter 1363926951115845634

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/

Reply on Twitter 1351579630717857792 Retweet on Twitter 1351579630717857792 Like on Twitter 13515796307178577921 Twitter 1351579630717857792