Editorial
What is the Eurodollar Market?
The most important and least understood driver of global financial markets.
31 articles
The Ides of Macro
Episode #10: Samantha LaDuc
Roger and Samantha explore the 2024 outlook for equities, bonds, and the US Dollar, the outlook for wage inflation, and the unintended consequences of the BoJ's monetary policy.
The Ides of Macro
Episode #9: Imran Lakha
Roger and Imran Lakha of Options Insights discuss cross-asset volatility to build a macro trading framework.
The Ides of Macro
Episode #8: Tony Greer
Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.
The Ides of Macro
Episode #7: Ed Harrison
Roger and Ed discuss the question on everyone's mind - Will there be a long shallow recession?
The Ides of Macro
Episode #6: Jesse Felder
The 10-year U.S. Treasury yield is the most important chart in the world right now.
The Ides of Macro
Episode #5: Cem Karsan
What people don’t realize is the US equity market is $40 trillion, but the amount of flows that move the market is only $50 billion
The Ides of Macro
Episode #4: Harris "Kuppy" Kupperman
Kuppy breaks down his thoughts on investing through economic resilience
The Ides of Macro
Episode #3: Jacob Shapiro
Roger & Jacob discuss investing through a Geopolitical Framework. China, USD hegemony and de-globalization.
The Ides of Macro
Episode #2: Julian Brigden
Roger & Julian discuss the current macro landscape and how the Fed likely knew a hard landing was always going to be the likely scenario.
The Ides of Macro
Episode #1 - Grant Williams
Roger explores some of the lessons Grant has learned over the years of interviewing some of the brightest minds in markets.
Markets
Using Unemployment Data to Time Equity Market Bottoms
How can we use Initial Jobless Claims to time the bottoming of equity markets?
Markets
Stock Market Rally, China Rebound in 2H, and Commodity Prices vs Volumes
Stock market rallies could be self-defeating, the likelihood of China rebounding in 2H, and the preference for direct commodities exposure.