4.8 • 3.4K Ratings
🗓️ 14 March 2024
⏱️ 67 minutes
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0:16.0 | This is macro voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors. |
0:18.6 | Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is, |
0:25.0 | bullish or bearish, no holds barred. |
0:27.7 | Now here are your hosts, Eric Townsend and Patrick Sorezna. |
0:40.0 | Macro Voices episode 419 was produced on March 14th, 2024. I'm Eric Townsend. |
0:41.0 | Former Goldman Sachs partner and current Veriton partner, Arjun Murti joins me as a first-time interview guest. |
0:48.0 | Arjun is a high-level energy market strategist, and we'll discuss his outlook for where energy markets are headed in the coming energy transition. |
0:55.8 | And I'm Patrick Serresna with the macro scoreboard week over week as of the close of Wednesday, March 13th, |
1:02.4 | 2024, the S&P 500. the close of Wednesday, March 13, 2024. |
1:04.1 | The S&P 500 June futures up 237 basis points closing at 5232. |
1:10.8 | While the primary trend is mature, the bull trend continues to be intact. We'll take a |
1:15.8 | closer look at that chart and the key technical levels to watch in the post-game |
1:20.0 | segment the US dollar index down 54 basis points trading at 102 79. The April |
1:26.8 | W.T. I crude oil contract up 75 basis points trading at 7972. We'll take a look at that chart in the post game and |
1:35.1 | Eric will have the EIA inventory data. The April Arbob Gasoline up |
1:40.4 | 431 basis points to 266 a breakout to new month highs. |
1:47.0 | The April gold contract up 102 basis points to 2,180, a to all-time new highs, copper up 491 basis points trading at |
1:58.4 | 406, highest closing price since April of last year and Uranium down 943 basis points |
2:06.4 | closing at 8310 the correction continues since its February 1st highs the US 10-year Treasury yield up 9 basis points, |
2:15.3 | training at 419, and the key news to watch, this Friday's Empire State |
2:20.5 | manufacturing number, and next week we have both the Bank of Japan and Bank of |
2:25.2 | England Monetary Policy Statements, the FOMC Press Conference on Wednesday and the Global |
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