MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 6 July 2023

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr Download Juliette’s charts: https://bit.ly/3pyYn2f ⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money Download Big Picture Trading chartbook 📈📉 https://bit.ly/44doN8K ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high
0:14.4	net worth individuals, family offices and other sophisticated investors. Macro Voices
0:20.4	is all about the brightest minds in the world of finance and macroeconomics telling it
0:25.2	like it is, bullish or bearish, no holds barred.
0:28.9	Now here are your hosts, Eric Townsend and Patrick Suresna.
0:36.0	Macro Voices episode 383 was produced on July 5th, 2023. I'm Eric Townsend.
0:42.0	JDI Research founder Juliet DeClerk returns as this week's feature interview guest.
0:46.3	We'll discuss why Juliet thinks we're in an immaculate disinflation and what she sees on the horizon for markets.
0:53.4	And I'm Patrick Suresna with the macro scoreboard week over week as of the close of Wednesday, July 5, 2023.
1:00.6	Yes, and P500 was up 152 basis points closing at 44 84. We'll take a closer look at that chart and the key technical levels to watch during the post game segment.
1:11.5	The US dollar index up 37 basis points to 103 35 but still deep in consolidation in the six month range.
1:20.4	The August WTI Crude oil contract up 321 basis points closing at 71 79. We'll take a look at that chart in the post game.
1:29.5	Gold up 26 basis points to 19 27 but remains in that consolidation for over a month now.
1:36.6	Copper up 134 basis points closing at 377 but continuing to consolidate since putting in its swing high last month.
1:45.9	Uranium also down 54 basis points to 55 75 prices stalling week over week after several strong months.
1:53.6	The US 10 year treasure yield up 17 basis points to 390 stone throw a wave towards that 4% number.
2:01.4	The key news to watch this week is the Friday's jobs numbers and next week we have the CPI and PPI inflation numbers.
2:08.2	The Bank of Canada Monetary Policy Report and the University of Michigan consumer sentiment.
2:14.3	This week's feature interview guest is JDI Research Founder Juliet DeClerk.
2:19.0	Eric, why did we invite Juliet Bakkerna's guest this week?
2:22.5	Well Patrick Juliet is a listener favorite and it's been quite a while since we had her on the show so we wanted to get her back and get her perspective on these interesting markets.
2:31.0	Eric's interview with Juliet is coming up as macro voices continues right here. I'm macrovoices.com.
	...

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