Hello everyone,
I just recorded an end-of-week macro podcast reviewing macro views, the data from this past week, and how to think about various agents in markets:
ZT Chart:
PCE and GDP data:
PCE
GDP:
Atlanta Fed GDP-nowcast:
Credit Risk:
Interest rate primer:
Books Mentioned:
If you go to the “Archive” section of this Substack, I have laid out all of the research and trades on interest rates and equities:
Have a great weekend and keep working hard
What's the twitter handle you mentioned in the video?