Welcome to Macro Voices

All-Star Julian Brigden and Erik discuss: 

• Can Trump pull off a trade deal with China setting us up for a run into the election?
• What do Middle Eastern tensions mean for markets?

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All-Star Louis-Vincent Gave weighs in on the protests which brought 25% of Hong Kongers to the streets and opines on the longer term outlook for the Chinese Yuan

• Summary of the issues that led to the 2 million person protests in the streets of Hong Kong
• Longer-term, Louis thinks investors should be more concerned about the risk of Yuan appreciation than the widely feared risk of yuan devaluation

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All-Star Professor Steve Keen recaps his recent trip to Sweden for the Central Bank Digital Currency conference, and commonts on Swedish and Nordic economic outlooks

• Prof. Steve’s experience at the Central Bank Digital Currency Conference
• Steve’s assessment of the Swedish economy
• Outlook for the Nordic economies more broadly

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All-Star Juliette Declercq weighs in on what we can expect from this week's FOMC statement, and the disparity between equity and fixed income markets discounting different growth expectations. Also Yuan deval risk. 

• Factors that will determine the Fed’s “reaction function”
• Growth & Inflation outlook
• Discrepancy between equity and fixed income markets in growth expectations
• Powell’s Priorities: Curve Inversion or Financial Conditions?
• China’s role in stabilizing the global economy
• Risk of yuan devaluation

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All-Star Danielle DiMartino-Booth: BRACE FOR IMPACT… The Fed is getting ready to launch NIRP!

• Jay Powell replaced ‘zero lower bound’ in his lexicon with ‘EFFECTIVE lower bound’
• This is no coincidence; Danielle says they’re getting markets ready for negative interest rates
• But… wouldn’t that lead to cash hording? Do they have a plan for that?? (Spoiler alert: No, they don’t)
• What to watch for in next week’s FOMC statement

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All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

• Brent was just featured on last week’s MacroVoices podcast, where he expressed a secular dollar-bullish view
• Brent says this past weekend’s developments (ECB alluding to rate cuts and U.S.-Mexico tariff deal) don’t change his outlook for the USD
• Brent explains why there’s still plenty of upside in U.S. stocks, especially if he’s right about the USD

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