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<h2><strong>Nonfarm Payrolls Review Ahead Of CPI & PPI</strong></h2> <p>"Age is not the enemy. Stagnation is the enemy. Complacency is the...
<h2><strong>The Fed's Preferred Inflation Indicator & Energy Markets</strong></h2> <p>"A great many people think they are thinking whe...
<h2><strong>Is Growth Following Inflation Lower? | Top Things to Watch this Week</strong></h2> <p>"An action committed in anger is an action d...
<p>Bill Baruch and Jannis Meindl kick off the year with the first episode of Blue Line Capital's new Triple Play Podcast. Each week, we will conne...
<h2><strong>Monetary Tightness Continues</strong></h2> <p>"All of humanity's problems stem from man's inability to sit quietly in a ro...
<p>Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: <a href="https://216971...
<p>Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: <a href="https://216971...
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<h2><strong>The U.S. Economic Cycle</strong></h2> <p>"<em>Many were the days and nights in the middle of my campaign when I told myself, What ...
<p>Bill Baruch joined CNBC in-studio on Wednesday to discuss the inflation landscape and this morning's CPI.</p>...
<p>Bill Baruch joined David Lin on Kitco News to discuss the latest developments in markets, including inflation expectations, housing, and much more....
<p>Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: <a href="https://216971...
<p>Bill Baruch joined Yahoo Finance to talk about the latest CPI report this morning. After another hot print, the attention shifts to the continued t...
<p>Email podcast@bluelinefutures.com with any questions -- we're more than happy to provide you with a 14-day FREE trial of our premium research. ...
<h2><strong>Poking Holes In The Inflation Balloon</strong></h2> <p>"The art of simplicity is a puzzle of complexity." - Douglas Hor...
<h2><strong>Higher For Longer & A Soft Landing</strong></h2> <p>"When you see someone doing something that doesn't make sense to you, ...
<h2><strong>Fiscal Dominance And The Fed's Amplification Of The Business Cycle</strong></h2> <p>"If I have seen further it is by standing ...
<p>Email podcast@bluelinefutures.com with any follow-up questions to the podcast or anything else on the board!</p> <p>Paul Wankmueller, CMT and Ja...
<h2><strong>The Structural Underpinnings of the U.S. Economy Compared to FOMC Projections</strong></h2> <p>"Bull markets are born on pess...
<h2><strong>Markets Move with Macro Expectations and Expectations Change</strong></h2> <p>"At the stock exchange, 2x2 is never 4, but 5 minus ...
<p>Bill Baruch breaks down the risk landscape after a lower than expected CPI print this morning. With stocks rallying, the Dollar selling off and the...
<p>Bill Baruch breaks down the action across macro markets ahead of tomorrow's CPI report. With market participants watching the implications of t...
<p>Director of Education Paul Wankmueller, CMT joined the TD Ameritrade Network to discuss the implications of sticky wage inflation and whether a reg...
<p>Paul Wankmueller, CMT and Jannis Meindl talk about secular forces in the U.S. economy while weighing those longer-term forces against short-term ma...
<h2><strong>Risk Asset Pricing is a Function of Flows</strong></h2> <p>"Investment success doesn't come from buying good things but r...
<p>Paul Wankmueller, CMT and Jannis Meindl talk about the current state of monetary policy and why high inflation may reduce the burden of high debt l...
<p>Why MMT doesn't work, tectonic shifts in demographics, and labor unions driving inflation as supply chains get relocated. Paul Wankmueller, CMT...
<p>After yesterday's CPI print coming in above expectations, markets experienced a sea of red overnight and in the early hours of U.S. trading. Bi...
<p>With CPI at 9.1% YoY, it marks a 40 year high in consumer price inflation. The yield curve has further inverted as a result and markets are pricing...
<p>Amidst risk-off across commodities, Bill Baruch breaks down the market action and whether secular underinvestment dynamics can prevail over recessi...
<p>Chief Market Strategist Phillip Streible joined the TD Ameritrade Network to talk about the current inflation regime and whether markets are transi...
<p>Emerging market debt has seen a lot of stress lately. On today's podcast we talk about capital allocation across EM as investors demand higher ...
<h2><strong>Emerging Markets and Financial Conditions</strong></h2> <p>"Never let a good crisis go to waste." - Winston Churchill</p> ...
<p>The shift from an inflation-driven market to recession aware price action. Chief Market Strategist Phillip Streible discusses the implications of t...
<p> </p> <p>Chief Market Strategist Phillip Streible joined Yahoo Finance to discuss the implications of an oil price cap, OPEC+ spare capacit...
<p>Bill Baruch breaks down the macro market action ahead of tomorrow's Fed policy decision. With 75bps at a 91% probability, are Jerome Powell and...
<h3><u><strong>Get your free Macro Corner Chart Booklet by Clicking on the Picture Below:</strong></u></h3> <p><a href="https://drive.google.com/fi...
<p>Paul Wankmueller joined the TD Ameritrade Network to talk about today's CPI print, the Japanese Yen at 20yr lows and energy markets driving bon...
<p> </p> <p>In today's episode, recorded on June 6, 2022, Paul Wankmueller and Jannis Meindl talk about energy markets, inflation, the wea...
<p>Bill Baruch talks about the macro outlook within the context of the current and upcoming inflation landscape. As the Fed is geared to hike rates in...
<h2><strong>Commodities, Inflation and Labor Market </strong></h2> <p>"The man who acquires the ability to take full possession of his ow...
<p>If you take a longer view of Gold for the year, it is ~unchanged and has outperformed many other asset classes (Cryptos, Nasdaq).</p> <p>With re...