Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>Inflation data has been hotter than expected, remaining stubbornly above 3%</li><li>Demand in the economy has been robust, with strong retail sales and job reports</li><li>Richmond Fed President Tom Barkin discusses potential factors influencing inflation and the need for offsetting housing strength in the economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inflation data has been hotter than expected, remaining stubbornly above 3%Demand in the economy has been robust, with strong retail sales and job reportsRichmond Fed President Tom Barkin discusses potential factors influencing inflation and the need for offsetting housing strength in the economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Richmond Fed President Tom Barkin On Getting Inflation Under Control

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Tax receipts post-tax day are tracking about 15% above last year's pace, below 2022 levels.</li><li>Increase in electronic filings leads to quicker processing of tax receipts.</li><li>TGA balances have increased by $250 billion to $930 billion, in line with 2022 trends.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tax receipts post-tax day are tracking about 15% above last year's pace, below 2022 levels.Increase in electronic filings leads to quicker processing of tax receipts.TGA balances have increased by $250 billion to $930 billion, in line with 2022 trends.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US Rates: Tax Season, Debt Ceiling, and Reserves

<ul><li>Powell's testimony to Congress and the non farm payrolls report suggest global central bank easing may occur in the second half of the year</li><li>Labor market showing signs of moderating, leading to declining yields and high policy uncertainty</li><li>Options markets imply a wide range of scenarios, indicating high policy uncertainty and declining volatility trend</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Powell's testimony to Congress and the non farm payrolls report suggest global central bank easing may occur in the second half of the yearLabor market showing signs of moderating, leading to declining yields and high policy uncertaintyOptions markets imply a wide range of scenarios, indicating high policy uncertainty and declining volatility trendThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Sun Is the Same, in a Relative Way, but Vol Is Lower

<ul><li>Chair Powell set to deliver semiannual testimony in Congress, February employment data on Friday</li><li>ECB decision on Thursday with potential impact on US rates and currencies</li><li>Revision of rates forecast to reflect Fed easing expectations and QT process, potential for rates to decline if February data does not repeat January strength</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Chair Powell set to deliver semiannual testimony in Congress, February employment data on FridayECB decision on Thursday with potential impact on US rates and currenciesRevision of rates forecast to reflect Fed easing expectations and QT process, potential for rates to decline if February data does not repeat January strengthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Macro Research: Waiting on Words (And Data)

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

<ul><li>Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar index</li><li>Key news to watch next week, such as consumer confidence numbers and GDP</li><li>Interview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar indexKey news to watch next week, such as consumer confidence numbers and GDPInterview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

United States

The U.S. Dollar Index(USDX) indicates the general int'l value of the USD. The USDX does this by averaging the exchange rates between the USD and major world currencies. The ICE US computes this by using the rates supplied by some 500 banks. FOR REAL TIME SEE EIS ICEA<GO>.

Dollar Index (DXY CURNCY)

Richmond Fed President Tom Barkin On Getting Inflation Under Control

Flexible financing program at Netsuite.com, special Odd Lots podcast episode with Richmond Fed President Tom Barkin discussing robust demand and...

Odd Lots

US Rates: Tax Season, Debt Ceiling, and Reserves

Despite a significant amount of treasury coupons settling, funding volumes remained stable, tax receipts are tracking above last year's pace, and T...

At Any Rate

The Sun Is the Same, in a Relative Way, but Vol Is Lower

Last week's key events included Federal Reserve Chair Powell's testimony and the non farm payrolls report, with a focus on the need for more data...

At Any Rate

Global Macro Research: Waiting on Words (And Data)

Chair Powell will deliver testimony to Congress, February employment data will be released, the ECB will make a decision, and Mira Chandan will...

At Any Rate

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

What if the data told the Fed to go the other direction and we had rate hikes between now and the election? Feels to me like nobody's positioned...

Macro Voices