Macro Mondays
MurmurCast publishes AI-generated summaries of Macro Mondays’s Podcast episodes — 2 summarized so far, covering Fed monetary policy and Kevin Walsh's Jackson Hole speech, PCE vs CPI inflation divergence and implications, Geopolitical tensions in the Middle East and energy markets, Rate hike expectations and market pricing, Crack spreads and refined product inflation, Manufacturing and employment data forecasts. Each summary distills the key insights, topics, and takeaways so you can decide what’s worth your time before pressing play.
Is Risk-On Too Risky? | Macro Mondays: August 31, 2026
Andreas discusses Kevin Walsh's Jackson Hole speech, concluding it was hawkish in tone but not more so than recent Fed rhetoric, while highlighting a significant divergence between PCE and CPI inflation measures. The episode covers potential rate hike scenarios, geopolitical tensions in the Middle East affecting energy markets, and upcoming economic data that could influence Fed policy decisions.
Are Markets About to Rip Higher?| Macro Mondays: August 24, 2026
Mikkel Rotenwald and Andreas discuss Scott Bessent's Treasury buyback program funded by the TGA as a major liquidity injection for markets, potentially driving Bitcoin and gold rallies. They analyze how this constitutes a structural shift from Fed-led to Treasury-led liquidity provision, with implications for risk assets through 2028, while also examining AI business momentum divergence between OpenAI and Anthropic.