In this episode of the Super Macro Podcast, hosts Elvis and Jonny Matthews are joined by special guest Joseph Wang, also known as the Fed guy. Joseph, a former senior trader on the New York Open Markets Desk, shares his insights on the evolution of the Fed, the impact of quantitative easing, and predictions for the future of the economy. The discussion covers topics such as the Fed's role in the financial system, the potential for rate cuts, and the implications of fiscal deficits on ...

In this episode of The Super Macro Management podcast, Elvis and Jonny Matthews dive into the US labor market and the potential for rate cuts. They analyze the recent payroll data, highlighting healthy gains in both cyclical and non-cyclical sectors. With a decrease in unemployment, an increase in average hourly earnings, and a rise in the working week, the labor market report appears strong. Jonny emphasizes the upward trend in payroll growth over the past four months, noting a recent...

In this episode of Super Macro Podcast 3, Elvis and Jonny dive into the topic of whether the Fed has lost the plot on inflation. They discuss the Fed's recent decisions, including leaving interest rates unchanged, raising inflation and growth forecasts, and the potential impact on the bond market. Jonny believes the Fed has been too soft on inflation, expressing concerns about the end of goods disinflation and the rise in services and energy costs. While he doesn't think the Fed has...

On this episode of Supermacro, Jonny and Elvis discuss the recent developments in the US market, including the CPI data and the non-farm payroll report. Despite the unexpected CPI print and mixed payroll data, Jonny maintains his view that the easing of financial conditions is stimulating the economy in ways the Fed may not have anticipated. The episode delves into the implications of Fed policy and the overall economic outlook. To access the SuperMacro newsletter and stay updated on...

In this episode of the SuperMacro podcast, Jonny discusses the health of the US consumer and the absence of a looming recession. He delves into charts showcasing the strength of the US economy, the impact of job gains, wage growth, and household finances. Elvis and Jonny also touch on the Federal Reserve's policies, inflation, and the future of interest rates. Join them as they analyze market trends, investment strategies, and more. Don't miss out on valuable insights and trade ideas...