4.8 • 3.4K Ratings
🗓️ 27 July 2023
⏱️ 62 minutes
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0:00.0 | This is MacroVoices, the free weekly financial podcast targeting professional finance, high |
0:14.4 | net worth individuals, family offices, and other sophisticated investors. MacroVoices |
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. Now, here are your hosts, Eric Townsend |
0:31.4 | and Patrick Suresna. MacroVoices episode 386 was produced on July 27, 2023. I'm Eric |
0:41.1 | Townsend. Lynn Alden returns as this week's feature interview guest will take a deep dive |
0:46.3 | on energy talk about everything from crude oil to natural gas to shale depletion rates |
0:52.5 | and finally uranium before moving on to talk in depth about inflation. I think you're |
0:57.6 | going to really enjoy this interview. And I'm Patrick Suresna with the Macro |
1:01.1 | scoreboard week over week as of the close of Wednesday, July 26, 2023. The S&P 500 futures |
1:08.2 | were down 30 basis points closing at 4595. We'll take a closer look at that chart and |
1:13.8 | those key technical levels to watch in the post game segment. The US dollar index up 75 |
1:19.5 | basis points closing at 101 spot O3, the Dixie consolidating, but still in a primary |
1:26.2 | downtrend. The September WTI crude oil is up 464 basis points closing at 78 spot 78. We'll |
1:35.2 | take a look at that chart in the post game and Eric will have the EIA inventory data. |
1:40.6 | Gold down 55 basis points closing at 1970, but continuing to crawl higher towards the 2000 |
1:47.0 | round number resistance, copper up 236 basis points to 390, testing the highs established |
1:54.2 | over the past few months and uranium up 45 basis points closing at 5610. The US 10 year |
2:01.2 | treasure yield up 12 basis points closing at 387 yields have been rising, but the key |
2:07.4 | level to watch remains that 4% round number. The key news to watch this week is Friday's |
2:13.7 | core PCE price index and next weeks there's still some key earnings announcements as well |
2:19.1 | as the ISM manufacturing and services PMIs, the Bank of England policy report and the |
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