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.Paulo Macro absolutely nailed today's CPI in his excellent Substack Well done, my friend!

I enjoyed this discussion on strong US econ data, the outlook for Fed cuts (or lack thereof), and the (weak) rebound of the US dollar youtube.com/watch?v=ODjNpZ… Follow StoneX Group Inc. for more insights

Thanks for a fantastic conversation Jesse Felder, I am glad you resumed your amazing podcast!

Thank you, Jesse Felder for having me on your amazing podcast! I loved jumping from global macro to history and stoicism. These conversations are the reason I love what I do. jessegx.podbean.com/e/vincent-delu…

"For example, banks may be incentivized to invest in longer-term U.S. Treasuries and finance the holding of these securities in overnight repo markets." libertystreeteconomics.newyorkfed.org/2022/01/the-fe… The road to financial repression starts one small technical acronym at a time

Thanks Rudy Havenstein, Senior Markets Commentator. ! Loved your conversation with Maggie Lake last month

Fantastic column from John Stepek on my theory that recessions have been cancelled and stocks' valuations have reset to a permanently higher plateau bloomberg.com/news/newslette… DM for a copy of the report

Thank you Erik Townsend 🛢️ and Patrick Ceresna📈📉 for a fantastic conversation! This podcast was timed perfectly with the Musk/MAGA fallout and the Trump's China trip

Thank you Erik Townsend 🛢️ and Patrick Ceresna📈📉 for a fantastic conversation! This podcast was timed perfectly with the Musk/MAGA fallout and the Trump's China trip!

Interesting concept. Good luck, Michael A. Gayed, CFA !

It was a pleasure exchanging macro views with Max Wiethe Congrats on the fantastic content you and Jack Farley produce on Monetary Matters

It was a pleasure exchanging macro views with Max Wiethe Congrats on the fantastic content you and Jack Farley produce on Monetary Matters

That is a part of my case for a severe correction in July. Listen to my recent podcasts with MacroVoices Podcast , Max Wiethe and Jack Farley for more

"I like energy because it's the only sector that's still bares the scar of this imaginary recession" Vincent Deluard on why war in the Middle East is not why energy is attractive Youtube bit.ly/4jSLwhw Apple bit.ly/3TpDUbi Spotify bit.ly/4kBSxEo

I had a fantastic conversation with Merryn Somerset Webb on why recessions are cancelled, and what it means for stocks' valuation on her excellent Bloomberg Markets podcast youtu.be/2PCW5Rp51vE?si… Enjoy!

Don’t miss our July StoneX Quarterly Global Macro Update presented by Vincent Deluard, Josh Sullivan and Daniel Kurnos, Tuesday, July 8th from 12-1 p.m. Eastern. stonex.cventevents.com/GlobalMacroUpd… #StoneXGlobalMacroUpdate

First two weeks of July & US employment incomes are.... en fuego 🔥🔥🔥

The unemployment rate is headed below 4%. I can’t wait for the excuses from the bears. Birth-death model, or maybe some astrology pattern or whatever else nonsense they can come up with. This will only be a surprise to people who dismiss FCI.

It was great catching up with my friend Maggie Lake ! We talked about inflation, my case for a July correction (which I maintain), and Asia's reverse currency crisis. youtube.com/live/MufXH0NTT… Enjoy!