This is MacroVoices, the free weekly financial podcast targeting professional finance, high

net worth individuals, family offices, and other sophisticated investors. MacroVoices

is all about the brightest minds in the world of finance and macroeconomics telling it

like it is, bullish or bearish, no holds barred. Now, here are your hosts, Eric Townsend

and Patrick Ceresna. MacroVoices Episode 395 was produced on September 28, 2023. I'm

Eric Townsend. Bloomberg Simon White returns as this week's feature interview guest will

discuss the soft-clanding versus recession narratives, secular inflation, credit market

risks, and much more. And I also have a big announcement to share with the MacroVoices

community right after my interview with Simon, and before Patrick's post-game chart

tech. And I'm Patrick Ceresna with the Macro

Scoreboard Week Over Week as of the close of Wednesday, September 27, 2023. The S&P 500

December futures were down 301 basis points closing at 4313, decisive selling continues in

the post-FOMC period. We will take a closer look at that chart and the key technical levels

to watch in the post-game segment. The US dollar index up 115 basis points closing

to 10665, a breakout to new 2023 highs. The November WTI Crudeau contract up 448 basis

points to 9368. It's a breakout as well to new 2023 highs. We'll take a look at that

chart and Eric will have the EIA inventory data in that post-game. The December gold contract

down 386 basis points to 1891. And it's a breakdown now all of all the previous summer

lows. Copper down 345 basis points to 364. And also now trading back down to its 2023

lows. Uranium up 605 basis points to 71 dollars. Uranium continues to bolt to new multi-year

highs. Ten-year treasure yield up 20 basis points closing at 461 points. A material breakout

in yields pushing many bonds below their 2022 lows as relentless selling continues. The

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