Charlie McElligott: Phase one is over. The easy money has already been made.

Macro Voices, Released on 9/14/18 (Recorded on 9/13/18)

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to Macrovoices. Erik and Charlie discuss the curve steepener as a recession signal and the current impact that the dollar, real rates and inflation expectations have on the markets. They further touch on the Chinese credit/financing impulse and the late cycle behavior from autos and homebuilders. They discuss the yield curve, the Nabe wage surveys, unemployment and what they tell us about future recessions.

READ  The Secret To The Stock Market: Just Buy Tech Companies That Are Losing Money And Watch Profits Rain From The Sky
READ  $1,400 stimulus check update: Biden plan has already hit a wall

948 views