This is Macro Voices, 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 Suresna.

Macrovoices episode 456 was produced a day early this week on Wednesday, November 27, 2024, in observation of the American Thanksgiving holiday. I'm Eric Townsend.

Former Goldman Sachs Commodities Chief and current Carlisle Group chief strategist for energy pathways, Jeff Curry returns as this week's

feature interview guest.

We'll discuss all things macro from treasury yields and credit spreads to anomalous pricing

across many different asset classes, to energy, to copper, to nuclear energy, and

Chris Wright's role as energy secretary under the incoming Trump administration.

And I'm Patrick Seresna with the macro scoreboard week over week for Wednesday, November 27th,

2012.

The December S&P 500 futures up 153 basis points trading at 6,028.

The markets are back up to the highs of the year.

We'll take a closer look at that chart and the key technical levels to watch in the postgame segment.

The U.S. dollar index down 15 basis points, training to 10647, consolidating at two-year highs, the January WTI crude oil contract, up 38 basis points, trading at 6901. It remains in a primary downtrend,

but consolidating at support lines established over the last three months, the January

R. Bob gasoline down 201 basis points, 195. The February gold contract, up 83 basis points,

trading to 2672, remains in a choppy

consolidation after putting in its highs over a month ago. Copper, up 24 basis points to 416,

uranium down 265 basis points to 7720, and the new S-10-year Treasury yield down 15 basis points training at 426.

The key news to watch next week is the ISM manufacturing and services PMIs and the much-anticipated

...