The Daily Macro
de N Robinson
Episódio mais recente
Yield Signals and Global Slowdown: Cracks Beneath the Surface
Yield Signals and Global Slowdown: Cracks Beneath the Surface
Sobre este podcast
The Daily Macro provides a rigorous, AI-powered analysis of the prior 24 hours' macroeconomic events. Tailored for financial professionals, we distill complex global shifts—monetary policy, geopolitics, economic indicators—into precise, actionable intelligence. Leveraging advanced AI for data synthesis, this daily brief sharpens investment theses and informs strategic decisions in dynamic markets. Elevate your market reconnaissance with efficient, data-driven insights.
Not investment advice.
Episódios
- Yield Signals and Global Slowdown: Cracks Beneath the Surface · 17 minOn July 8th, markets digested a confluence of signals pointing to a weakening global growth narrative. U.S. Treasury yields dropped sharply, led by the front end, as soft labor…
- Tariffs, Tensions, and a Stuck Economy: Decoding July’s Market Shake-Up · 18 minMarkets dropped, inflation fears surged, and the global macro landscape shifted under the weight of new U.S. tariff threats and geopolitical flare-ups. In this episode of The…
- Soft Landing or Stagflation? The Weekend Macro Crosscurrents · 48 minIn this July 7 episode of The Daily Macro, we unpack a high-stakes weekend of economic signals and policy maneuvers. U.S. equities soared to new record highs on the back of a…
- Daily Macro Investor Update: July 2, 2025 · 33 minPrivate payrolls fell 33 k in June, the first drop in two years, jolting Fed-cut odds but leaving Treasury yields slightly higher on fiscal-debt worries. Equity bulls ignored the…
- Daily Macro Investor Update: July 1, 2025 · 47 minMarkets shifted decisively on July 1 as dovish Fed signals clashed with surprisingly strong labor data. In this episode, we dissect Powell’s latest comments, the JOLTS surprise…
