Blue Line Futures Macro Corner

Blue Line Futures

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Blue Line Futures Macro Corner

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.

22/12/2022

Inflation Slowing, Milestones To A Fed Pivot, US Deficit Financing | Macro Corner Episode 27

Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 27 Access Jannis Meindl's 'Inflation & Growth Expectations, Terminal Fed Funds Rate, Deficit Financing' Paul Wankmueller, CMT and Jannis Meindl talk about the latest inflation dynamics, the U.S. consumer continuing to drive activity, and the Fed's milestones on the way to a pivot. Paul & Jannis also cover the implications of sovereigns decreasing their treasury holdings in the context of U.S. deficit financing. Timecodes: 0:00 - Disclosure 0:18 - Inflation Slowing, Fed Milestones, Deficit Financing 14:20 - Disclosure This podcast was recorded on December 12, 2022. Futures trading involves 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.

15 phút
22/12/2022

Markets Continue To Price Low Secular Inflation, But Are They Wrong? | Macro Corner Episode 28

Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 28 Access Jannis Meindl's 'Monetary Tightness Continues' Paul Wankmueller, CMT and Jannis Meindl discuss last week's central bank action, consumer spending in the context of strong Nike earnings, and markets continue to price low secular inflation. Timecodes: 0:00 - Disclosure 0:18 - Markets Price Low Secular Inflation 14:12 - Disclosure This podcast was recorded on December 21, 2022. Futures trading involves 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.

15 phút
06/12/2022

The Fundamental Drivers Of Economic Growth | Macro Corner Episode 26

Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 26 Access Jannis Meindl's 'The Prospects For Future Growth' Paul Wankmueller, CMT and Jannis Meindl talk about the fundamental drivers of economic growth and how capital, labor, and productivity shape up as it pertains to future growth prospects. Within the context of economic growth, Paul & Jannis also talk about China's role as a disinflationary driver for more than two decades. Timecodes: 0:00 - Disclosure 0:18 - The Prospects For Future Economic Growth 12:40 - Disclosure This podcast was recorded on December 5, 2022. Futures trading involves 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.

13 phút
22/11/2022

Is This A Titanic Economy? | Macro Corner Episode 25

Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 25 Access Jannis Meindl's 'Is this A Titanic Economy?' Paul Wankmueller, CMT and Jannis Meindl talk about what a Fed pivot or pause would mean, the transmission process of monetary policy and its implications for markets, as well as the connection between commodity and treasury curves. Timecodes: 0:00 - Disclosure 0:18 - A Snapshot Of The U.S. Economic Cycle 12:28 - Disclosure This podcast was recorded on November 21, 2022. Futures trading involves 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.

13 phút
15/11/2022

A Snapshot Of The U.S. Economic Cycle | Macro Corner Episode 24

Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 24 Access Jannis Meindl's 'The U.S. Economic Cycle' Paul Wankmueller, CMT and Jannis Meindl look under the hood of Thursday's CPI report, the implications of high indebtedness of corporations with covenant-lite loans, and yield curves diverging from strong economic data. Timecodes: 0:00 - Disclosure 0:18 - A Snapshot Of The U.S. Economic Cycle 14:00 - Disclosure This podcast was recorded on November 14, 2022. Futures trading involves 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.

14 phút
08/11/2022

Regime Shift On Wall Street? | Macro Corner Episode 23

Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 23 Access Jannis Meindl's 'Regime Shift On Wall Street?' Paul Wankmueller, CMT and Jannis Meindl cover the latest factor moves in U.S. equity markets, investor sentiment, and the Fed's fight against the undercurrents of inflation (namely wages.) Timecodes: 0:00 - Disclosure 0:18 - U.S. Equity Factors, Wages, Fed Policy 12:02 - Disclosure This podcast was recorded on November 7, 2022. Futures trading involves 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.

12 phút
01/11/2022

A View From The Macro Mountain | Macro Corner Episode 22

Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 22 Access Jannis Meindl's Climbing The Macro Mountain. Paul Wankmueller, CMT and Jannis Meindl discuss the macro landscape ranging from treasury yields to credit spreads. The two also cover the economic growth outlook in the context of the current services spending binge. Timecodes: 0:00 - Disclosure 0:18 - Dollar, Sovereign Credit Risk, Fed Policy 14:24 - Disclosure This podcast was recorded on October 31, 2022. Futures trading involves 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.

15 phút
25/10/2022

The Dollar, Sovereign Bond Yields & Foreign Credit Risk | Macro Corner Episode 21

Email podcast@bluelinefutures.com with any questions and be sure to access this week's Macro Corner Chart Booklet here: Macro Corner Chart Booklet, Episode 21 Access Jannis Meindl's The Dollar Wrecking Ball & Sovereign Bond Yields. Paul Wankmueller, CMT and Jannis Meindl discuss the most recent pertaining to Fed policy, the decline in central bank fx reserves, and the implications for various asset classes. Timecodes: 0:00 - Disclosure 0:18 - Dollar, Sovereign Credit Risk, Fed Policy 16:31 - Disclosure This podcast was recorded on October 24, 2022. Futures trading involves 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.

17 phút

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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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