Welcome to the debut episode of Macro Mondays, powered by eccuity.com. Join Charlie Meaden, founder of eccuity, as he breaks down the latest global and New Zealand macroeconomic trends.
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In this week’s episode, Charlie looks at the global macroeconomic impacts of the American election cycle, including: The S&P Breaking the $6000 Mark, New Bitcoin highs, Outflows from the Tech Industry, Inflows to Regional Banks, Small caps and Industrials, FED rate cuts continuing post-election cycle, Corporate Bond Confidence and Advice on Managing Expectations after Big Market Moves.
In this week’s episode, Charlie looks at the global macroeconomic impacts of the American election cycle, including: The S&P Breaking the $6000 Mark, New Bitcoin highs, Outflows from the Tech Industry, Inflows to Regional Banks, Small caps and Industrials, FED rate cuts continuing post-election cycle, Corporate Bond Confidence and Advice on Managing Expectations after Big Market Moves.
In this episode of Macro Mondays, Charlie unpacks the major market moves shaking the global economy. Berkshire Hathaway hits an all-time high as we dive into their Q3 highlights, while the US job market faces an unsettling decline. Super Micro Computer Inc. experiences a sharp drop in stock price amid auditing issues, and Nvidia enters the Dow Jones. Plus, with the US election approaching, we analyse the shifting expectations around Trump’s prospects.
In this episode of Macro Monday, Charlie delves into the most important macro-economic influences of the week! Like: S&P 500 reaching historic highs, why did the FED cut rates? The current inflation readings, and what they mean, What the current US job numbers are, and what industries are expanding the fastest, Stanley Druckenmiller's opinion on the current China situation, why is inflation sticky? Oil and Iron ore prices skyrocketing and more!!
In this episode of Macro Mondays, Charlie dives deep into both the Chinese and US economy. Looking at the impacts of the rollout of recent economic stimulus packages in China. Comparing the Chinese KWEV ETF vs SPY ETF. The effects of rising UNEMPLOYMENT in both the east, and the west. The beginning of a new US rate cutting cycle. David Tepper's large Chinese position. What the WEST cannot afford to do... Impacts of natural disasters. The SAHM rule may mean a 100% chance of recession, and the potential rate differential opening between eastern and western markets! Finally, there might be a new carry trade opportunity starting!
In this episode of Macro Mondays, Charlie does his deepest dive into a topic to date! Focussed on the 50-basis point cut. Why did it happen? What will the impacts be? FedEx adjusting their forward guidance. Warren Buffet continuing to sell his Bank of America shares. The US having to choose between the two economic impacts that either president candidate will enact while in office. New Zealand being on a 7-quarter long loss streak against recession, and finally, What NZD is doing to bulk-up against the Dollar!
Charlie talks about: The potential effects of this week’s rate cut. The yield curve starting to un-invert. Oracle CEO Larry Ellison jumping onboard the Ai hype train. Issues arising in the banking industry. Utilities, Bonds and Gold all climbing. The bond marketing front-running the Federal Reserve. The current market multiples and more!!!
In this episode of Macro Mondays, Charlie talks about the US FED confirming rate cuts, Recent NASDAQ, SPY and QQQ movements, 818,000 Job revisions in the US, NVIDIA earnings that continue to rise and how commodities has done in the year to date!
In this episode of Macro Mondays, Charlie talks about the Bank of Japan capitulating to rate hikes, the Market finally coming back, and with a vengeance! Volatility being suppressed, Micheal Burry betting big on China, the RBNZ cutting rates, Chinese yields dropping, and finally how the slowdown of the Chinese economy is effecting New Zealand!
In this week's episode of Macro Mondays, Charlie dives into the aftermath of the olympic games opening ceremony in Paris, US Credit card delinquencies rising, the big tech Capex splurge and impacts on people's wages.
