The Daily Macro
N RobinsonThe Daily Macro provides a rigorous, AI-powered analysis of the prior 24 hours' macroeconomic events. Tailored for financial professionals, we distill complex global shifts—monetary policy, geopolitics, economic indicators—into precise, actionable intelligence. Leveraging advanced AI for data synthesis, this daily brief sharpens investment theses and informs strategic decisions in dynamic markets.... more
| Publishes | Daily | Episodes | 5 | Founded | a year ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
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Latest Episodes
On July 8th, markets digested a confluence of signals pointing to a weakening global growth narrative. U.S. Treasury yields dropped sharply, led by the front end, as soft labor data and dovish Fed commentary fueled bets on earlier rate cuts. German i... more
Markets dropped, inflation fears surged, and the global macro landscape shifted under the weight of new U.S. tariff threats and geopolitical flare-ups. In this episode of The Daily Macro, we unpack the sell-off in equities, dissect the latest jobs an... more
In this July 7 episode of The Daily Macro, we unpack a high-stakes weekend of economic signals and policy maneuvers. U.S. equities soared to new record highs on the back of a blockbuster jobs report—yet a storm brews beneath the surface. We explore w... more
Private payrolls fell 33 k in June, the first drop in two years, jolting Fed-cut odds but leaving Treasury yields slightly higher on fiscal-debt worries. Equity bulls ignored the soft data: a U.S.–Vietnam tariff compromise propelled Nike and peers, p... more
Markets shifted decisively on July 1 as dovish Fed signals clashed with surprisingly strong labor data. In this episode, we dissect Powell’s latest comments, the JOLTS surprise, and key inflection points in rates, equities, and FX. We also break down... more
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Apple Podcasts | #116 |  Denmark/Business/Investing |
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The Daily Macro launched a year ago and published 5 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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