Inflation To Disinflation | The Effects of Quantitative Tightening | Consumer Credit Ballooning | Blue Line Futures Macro Corner Episode 11

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Blue Line Futures Macro Corner

Blue Line Futures

29 episodes

1 day ago

On Macro Corner, host Paul Wankmueller and co-host Jannis Meindl break down the most important macro themes on a weekly basis. By taking a commodities and futures focused angle, our goal is to contribute to your understanding of macro flows and how they may affect your life and investments.

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Inflation To Disinflation | The Effects of Quantitative Tightening | Consumer Credit Ballooning | Blue Line Futures Macro Corner Episode 11

Blue Line Futures Macro Corner

22 minutes 15 seconds

3 years ago

Inflation To Disinflation | The Effects of Quantitative Tightening | Consumer Credit Ballooning | Blue Line Futures Macro Corner Episode 11

Paul Wankmueller, CMT and Jannis Meindl discuss the latest on the inflation front, the effects of quantitative tightening, and the relationship between QT and financial assets. We also talk about consumer credit ballooning and the implications for credit card delinquencies going forward. Access the episode's chart booklet: Macro Corner Episode 11, Chart Booklet

Check out Jannis Meindl's Sunday editorial Markets Move with Macro Expectations and Expectations Change.

Timecodes:

0:00 - Disclosure

0:18 - Podcast Intro

1:15 - Is The First Inflation Wave Over?

7:25 - Investor Sentiment

12:26 - Credit Card Debt Rising

16:56 - Fed Balance Sheet & Correlation To Risk Assets

20:37 - Outro & Jackson Hole Talk

Futures trading involves a substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.