tastylive: Macro Money

Dec 02 2024 4 ep. 25 mins 521
tastylive: Macro Money Podcast artwork

In this brand-new show, tastylive's Head of Global Macro Ilya Spivak covers the economic, geopolitical, and market themes of the day.

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All Eyes Are Back On The Federal Reserve

Dec 02 2024 25 mins  
Ilya Spivak discusses the slow start to December on Wall Street, with stocks showing modest gains and light trading volumes post-holiday. While bond markets demonstrated strong movements, with yields declining around 5%, the U.S. dollar weakened as the yen outperformed. Spivak highlights the evolving Fed policy expectations and upcoming economic data's potential impact on market dy

All Eyes Are Back On The Federal Reserve

Dec 02 2024 26 mins  
Ilya Spivak discusses the slow start to December on Wall Street, with stocks showing modest gains and light trading volumes post-holiday. While bond markets demonstrated strong movements, with yields declining around 5%, the U.S. dollar weakened as the yen outperformed. Spivak highlights the evolving Fed policy expectations and upcoming economic data's potential impact on market dy

Is It Finally Time To Buy China?

Nov 26 2024 24 mins  
In this holiday-shortened week, Ilya Spivak discusses muted financial market movements and focuses on China's economic challenges. China's six consecutive quarters of deflation indicate weak demand, despite stimulus attempts. This economic turbulence affects Australian dollar and copper markets, offering potential speculative opportunities if positive data emerges. Despite deflatio

Is It Finally Time To Buy China?

Nov 26 2024 25 mins  
In this holiday-shortened week, Ilya Spivak discusses muted financial market movements and focuses on China's economic challenges. China's six consecutive quarters of deflation indicate weak demand, despite stimulus attempts. This economic turbulence affects Australian dollar and copper markets, offering potential speculative opportunities if positive data emerges. Despite deflatio

Is the Euro Finally Ready to Rebound?

Nov 25 2024 24 mins  
Ilya Spivak discussed the euro's recent bounce from a two-year low amid shifting Fed policies and eurozone PMI data. The euro is positioned at an inflection point, driven by speculation and dovish ECB expectations. The market anticipates more eurozone easing despite poor economic indicators. U.S. dollar dynamics also play a role, potentially enabling a euro correction. Tivak emphas

Is the Euro Finally Ready to Rebound?

Nov 25 2024 25 mins  
Ilya Spivak discussed the euro's recent bounce from a two-year low amid shifting Fed policies and eurozone PMI data. The euro is positioned at an inflection point, driven by speculation and dovish ECB expectations. The market anticipates more eurozone easing despite poor economic indicators. U.S. dollar dynamics also play a role, potentially enabling a euro correction. Tivak emphas

Holiday Trading: No Time For A Break?

Nov 21 2024 24 mins  
In a quiet macro week, Nvidia's earnings initially shake markets but ultimately lead to gains. Concerns over thin liquidity pre-holidays raise potential volatility risks. The focus shifts to next week's key events, including Fed minutes revealing a shift in hawkishness, impacting rates and inflation expectations. Fed Chair Powell hints at less aggressive rate cuts, affecting bond y

Holiday Trading: No Time For A Break?

Nov 21 2024 25 mins  
In a quiet macro week, Nvidia's earnings initially shake markets but ultimately lead to gains. Concerns over thin liquidity pre-holidays raise potential volatility risks. The focus shifts to next week's key events, including Fed minutes revealing a shift in hawkishness, impacting rates and inflation expectations. Fed Chair Powell hints at less aggressive rate cuts, affecting bond y

Time For A U-Turn In Global Markets?

Nov 20 2024 26 mins  
Ilya Spivak explores financial market dynamics amid a lull in economic data. Bebek analyzes break-even rates, highlighting exhaustion in speculative interest and redefined narratives. The U.S. economy's outperformance, inflation expectations, and market reactions like a steepening yield curve, rising yields, and dollar strength are key insights. The upcoming PMI data may signal a s

Time For A U-Turn In Global Markets?

Nov 20 2024 27 mins  
Ilya Spivak explores financial market dynamics amid a lull in economic data. Bebek analyzes break-even rates, highlighting exhaustion in speculative interest and redefined narratives. The U.S. economy's outperformance, inflation expectations, and market reactions like a steepening yield curve, rising yields, and dollar strength are key insights. The upcoming PMI data may signal a s