Ayesha and Mayhem discuss the murmurs of the Fed tapering QT, the US government&#8217;s 2024 budget, Treasury issuance and what&#8217;s going on with bank earnings and the Bank Term Funding Program.

<description>Ayesha and Mayhem discuss the murmurs of the Fed tapering QT, the US government&amp;#8217;s 2024 budget, Treasury issuance and what&amp;#8217;s going on with bank earnings and the Bank Term Funding Program.</description>

A Look at the Fed, the Treasury and the Banks

A review of the week that was, complete with analysis of US inflation data, retail sales, flash PMIs and of course global central bank decisions with Ayesha and Mayhem

<description>A review of the week that was, complete with analysis of US inflation data, retail sales, flash PMIs and of course global central bank decisions with Ayesha and Mayhem</description>

Mission Accomplished?

Oil, China and Global Markets

Memorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery

Jason and Mayhem discuss longer-term trading time horizons, trading systems, psychology and how to develop and maintain discipline.

<description>Jason and Mayhem discuss longer-term trading time horizons, trading systems, psychology and how to develop and maintain discipline.</description>

Swing Trading Space: Momentum, Discipline, and a Systematic Approach

Bringing you the financial markets from the big picture to the fundamentals. Focused on simplifying complex subjects and demonstrating how it impacts our audience, whether it's the market or the economy. macrovisor.substack.com

The MacroVisor Podcast

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