ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Financial Conditions and Market Reactions: A Conversation with Andy Constan - Episode 7"
Episode Synopsis
In this episode, Jonny Matthews and Elvis discuss the recent weak CPI
print and its implications on the economy. They analyze the job market,
highlighting the contrast between cyclical and non-cyclical sectors.
Johnny emphasizes the significance of real disposable income growth and
strong private sector wages. Stay tuned for a special guest, Andy
Constand, joining the conversation later in the episode.
Timestamps:
00:00:00 - Introduction and Welcome00:00:11 - Discussion on the Economy and CPI Print00:00:57 - Analysis of Payroll and Job Sectors00:01:30 - Real Disposable Income and Consumer Spending00:02:37 - Household Wealth and Economic Outlook00:03:37 - Market Reactions: Bonds Up, Equities Down00:04:13 - Johnny's Year-to-Date Performance00:04:42 - Subscription Information for SuperMacro00:05:09 - Introduction of Special Guest Andy Constan00:06:10 - Andy's Market Call in October/November00:07:04 - Treasury Issuance and Market Reactions00:08:08 - Fed's Dovish Stance and Market Impact00:09:51 - Financial Conditions and Equity Market00:11:07 - Recent Economic Data and CPI Print00:12:18 - Sector Performance and Market Rotation00:13:14 - Economic Slowdown and Rate Cuts00:15:02 - Potential Economic Bounce and Treasury Market Outlook00:16:03 - Financial Conditions and Fed's Influence00:18:01 - Household Wealth and Consumer Behavior00:19:04 - Labor Market and Fed's Potential Rate Cuts00:20:00 - Impact of Financial Conditions on the Economy00:22:47 - Bonds vs. Equities Valuation00:23:19 - Fiscal Deficit and Treasury Issuance00:26:03 - Fed's Policy and Inflation Control00:28:06 - Treasury's Issuance Strategy00:30:34 - Long-term Debt Issuance Strategy00:35:21 - Term Premium Expansion and Asset Impact00:35:40 - Political Aspects of Treasury Issuance00:36:07 - Andy's Favorite Rock Bands00:37:20 - Andy's Updated Top 5 Rock Bands00:37:50 - Where to Find Andy's Work and Subscribe
print and its implications on the economy. They analyze the job market,
highlighting the contrast between cyclical and non-cyclical sectors.
Johnny emphasizes the significance of real disposable income growth and
strong private sector wages. Stay tuned for a special guest, Andy
Constand, joining the conversation later in the episode.
Timestamps:
00:00:00 - Introduction and Welcome00:00:11 - Discussion on the Economy and CPI Print00:00:57 - Analysis of Payroll and Job Sectors00:01:30 - Real Disposable Income and Consumer Spending00:02:37 - Household Wealth and Economic Outlook00:03:37 - Market Reactions: Bonds Up, Equities Down00:04:13 - Johnny's Year-to-Date Performance00:04:42 - Subscription Information for SuperMacro00:05:09 - Introduction of Special Guest Andy Constan00:06:10 - Andy's Market Call in October/November00:07:04 - Treasury Issuance and Market Reactions00:08:08 - Fed's Dovish Stance and Market Impact00:09:51 - Financial Conditions and Equity Market00:11:07 - Recent Economic Data and CPI Print00:12:18 - Sector Performance and Market Rotation00:13:14 - Economic Slowdown and Rate Cuts00:15:02 - Potential Economic Bounce and Treasury Market Outlook00:16:03 - Financial Conditions and Fed's Influence00:18:01 - Household Wealth and Consumer Behavior00:19:04 - Labor Market and Fed's Potential Rate Cuts00:20:00 - Impact of Financial Conditions on the Economy00:22:47 - Bonds vs. Equities Valuation00:23:19 - Fiscal Deficit and Treasury Issuance00:26:03 - Fed's Policy and Inflation Control00:28:06 - Treasury's Issuance Strategy00:30:34 - Long-term Debt Issuance Strategy00:35:21 - Term Premium Expansion and Asset Impact00:35:40 - Political Aspects of Treasury Issuance00:36:07 - Andy's Favorite Rock Bands00:37:20 - Andy's Updated Top 5 Rock Bands00:37:50 - Where to Find Andy's Work and Subscribe
More episodes of the podcast Super-Macro Management
What Recession?!! - Episode 8
16/09/2024
In God we trust