Podcast: The MacroVisor Podcast

A discussion about today’s Fed meeting, focusing on Chair Powell’s press conference, and what we’re watching in the economy from here. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com

We discuss what we are watching as earnings season kicks into full swing, in key companies, industries, and sectors as a part of our ongoing coverage of company earnings. If you have any questions, feedback or are interested in having us look at companies reporting on the week of July 24th, we’d love to hear…

We sit down with Avid Commentator and discuss what’s going on down under in the economy and beyond. It’s a wide ranging and illuminating conversation that we greatly enjoyed quite a lot. Grab your favorite beverage and a snack, and tune in to this episode of the MacroVisor podcast. To see some of the charts…

I check back in with Jason Perz on how his year is going. He called going long NASDAQ late last year, and it’s been a great trade! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com

Is the reopening of China living up to the hype? Will the Bank of England be able to break UK’s historic inflation? We discuss this and much more in today’s episode. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com

This episode touches on the week that was in economic data and what we see taking shape in the world of macro. We discuss inflation data, the labor market, how consumers are feeling, what they’re buying, and how manufacturing is faring in the state of New York. This is a public episode. If you would…

Ayesha and Mayhem discuss the Fed, policy implications, the press conference, and have a Q&A with a live group on Twitter Spaces for this episode of the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com

A dive into what’s happening in the economy, focused on the labor market, the divergence between manufacturing and labor, the Chinese reopening, the debt ceiling passing and what’s to come next, and much more This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes,…

We bring you the latest in our continuing coverage of what’s going on in the financial system, our macroeconomic analysis, and much more. Tune in for a discussion about the latest Fed minutes, the potential Fitch downgrade of the United States’ AAA credit rating, the aftermath of the debt ceiling, and more. Brought to you…

Ayesha and Mayhem break down what’s happening with the US government’s debt ceiling Kabuki theater, how we may face a government shutdown if they cannot resolve the situation, and what happens after the debt ceiling is lifted. This is a public episode. If you would like to discuss this with other subscribers or get access…