Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
April 17, 2025, 8:41 p.m.
MacroVoices #475 Simon White: The Dawn of A New Financial Order
April 10, 2025, 8:41 p.m.
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
April 3, 2025, 8:41 p.m.
MacroVoices #473 Matt Barrie: AI of The Storm
March 27, 2025, 8:40 p.m.
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets
March 20, 2025, 8:40 p.m.
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
March 13, 2025, 8:40 p.m.
MacroVoices #470 Michael Every: A Week Where Decades Happen?
March 6, 2025, 8:41 p.m.
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
Feb. 27, 2025, 8:41 p.m.
MacroVoices #468 Darius Dale: Changing World Order
Feb. 20, 2025, 8:41 p.m.
MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord
Feb. 13, 2025, 8:41 p.m.
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
Feb. 6, 2025, 8:41 p.m.
MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
Jan. 30, 2025, 8:41 p.m.
MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
Jan. 23, 2025, 8:41 p.m.
MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
Jan. 16, 2025, 8:41 p.m.
MacroVoices #462 Luke Gromen: 2025 Outlook
Jan. 9, 2025, 8:41 p.m.
MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition
Dec. 31, 2024, 8:41 p.m.
MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition
Dec. 24, 2024, 8:41 p.m.
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
Dec. 19, 2024, 8:41 p.m.
MacroVoices #458 David Rosenberg: Lament of A Bear
Dec. 12, 2024, 8:41 p.m.
MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
Dec. 5, 2024, 8:41 p.m.
MacroVoices #456 Jeff Currie: Repricing of Macro Markets
Nov. 27, 2024, 8:41 p.m.
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
Nov. 21, 2024, 8:41 p.m.
MacroVoices #454 Vincent Deluard: The Five Body Problem
Nov. 14, 2024, 8:41 p.m.
MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election
Nov. 7, 2024, 8:41 p.m.
MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
Oct. 31, 2024, 8:41 p.m.