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The Macro Setup Podcast with Guy Adami and Dan Nathan – IG US
In this week’s episode of The Macro Setup, Guy and Dan discuss the timeline of the vaccine rollout, the tech stock slump, junk bonds and crypto/bitcoin correlations. Brought to you by presenting sponsor IG US.
ICYMI: @10:46 with Guy Adami and Dan Nathan – Today’s Show Notes
Here are our show notes for @10:46 today – we talked about some macro oil upgrades from FundStrat, an upgrade in Boeing and a downgrade in Peloton after a product recall.
The Macro Setup Podcast with Guy Adami and Dan Nathan – Nadex
In this week’s episode of The Macro Setup, Guy and Dan discuss the need for tapering from the Fed, whether inflation will be transitory or sustained and geopolitical risks to the markets.
ICYMI: @10:46 with Guy Adami and Dan Nathan – Today’s Show Notes
Here are our show notes for @10:46 today – we talked about Morgan Stanley’s macro call weighing the reopening trade, Goldman Sachs removing their sell rating from Apple (AAPL), and Verizon’s (VZ) downgrade by MoffettNathanson.
The Macro Setup Podcast with Guy Adami and Dan Nathan – IG US
Guy Adami and I are back with our weekly video podcast series The Macro Setup brought to you by our presenting sponsor IG US, one of North America’s fastest-growing foreign exchange brokers.
ICYMI: @10:46 with Guy Adami and Dan Nathan – Today’s Show Notes
Here are our show notes for @10:46 today – we talked about a Macro Call, Citrix, and AutoNation research upgrades.
The Macro Setup Podcast with Guy Adami and Dan Nathan – Nadex
In this week’s episode of The Macro Setup, Guy and Dan discuss prospects for inflation amid P&G’s price rise, geopolitical risks to the market, hedge funds and SPACs colliding and the bitcoin flash crash.
ICYMI: @10:46 with Guy Adami and Dan Nathan
Here are our show notes for @10:46 – we talked about Bank of America’s call for investors to “curb their enthusiasm,” two chip calls, an upgrade for Bookings (BKNG) and one for the road on Coinbase (COIN)
The Macro Setup Podcast with Guy Adami and Dan Nathan – IG US
In this week’s episode of The Macro Setup, Guy and Dan discuss bullish market sentiment around the SPX, NDX, Bitcoin amidst the VIX’s 1 yr lows, “mini-bubbles” like cannabis and sports…
ICYMI: @10:46 with Guy Adami and Dan Nathan
Here are our show notes for @10:46 – we talked about an all clear signal for stock, FedEx added to JPMorgan’s focus list and a Snap upgrade
The Macro Setup Podcast with Guy Adami and Dan Nathan – Nadex
In this week’s episode of The Macro Setup, Guy and Dan discuss US growth expectations causing both stocks and bonds to rise and what the drivers of the market have become. They also discuss…
The Macro Setup Podcast with Guy Adami and Dan Nathan – IG US
In this week’s episode of The Macro Setup, Guy and Dan discuss the S&P500 approaching all-time highs while the Russell and Nasdaq are in correction mode, bank stocks barely took notice of a multi-billion dollar hedge fund unwind that is likely to leave a hole in a few bank balance sheets. There is also a new high in 1yr yields, the USD trading at multi-month highs and bitcoin looks poised for a breakout. Brought to you by presenting sponsor IG US.
Hosts
Guy Adami
Host
Dan Nathan
Host
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