Markets Policy Partners
@MarketsPolicy
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Our mission is to provide sophisticated financial market analysis that is independent, accessible, and actionable for a broad public and private sector audience
Washington, DC
Joined July 2019
Just released our interview with Stefan Rust, CEO of Truflation. Excellent recap of the shortcomings of CPI as a measure of inflation and a new, accurate way to measure debasement of fiat currencies and inflation.
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Join us at 2:30pmET Friday, Feb 23 for a deep dive into inflation data with Truflation CEO @srust99. Learn the shortcoming of BLS inflation indices like CPI, PPI, PCE, etc and how Truflation can correct them. Register here:
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We hosted a webinar with @DariusDale42 yesterday. See his latest views with a deep dive into his process.
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Great session during an historic day in the anals of ETFs.
Just hosted X Spaces session with @Matt_Hougan and @matthew_sigel about #BitcoinETFs first day of trading. Copying @JSeyff who was stuck on a subway. Takeaways: .Volumes are higher than what most expected.- Tough to know what % is current owners switching into ETFs as a new
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What will be happening with #BitcoinETFs at 3pmET on Thursday??? . Enthusiastic to be hosting @JSeyff and @Matt_Hougan.from Bitwise on an X Spaces session. Will any ETFs be trading at a premium as some are predicting? Will Bitcoin be higher or lower?.
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RT @ramahluwalia: Chatting with @macroleverageTP on non-consensus ideas, investment philosophy, Macro and micro at 1:30 PM ET today. Regis….
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We are hosting @ramahluwalia for a deep dive interview on Friday at 1:30pmET with Markets Policy Partners. DM us if you would like to listen in.
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It seems as though the markets now have too much holiday spirit to listen to the Fed Grinches this weekend, having been drinking deeply from the monetary punchbowl that Chair Powell just spiked.
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RT @LizAnnSonders: Ratio of Russell 2000 relative to S&P 500 has fallen to lowest since late 2001. [Past performance is no guarantee of fut….
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Fed messaging remains the driver of global risk markets while US data continues to cool. Q3 earnings season wraps up on a mixed note, while Japanese markets swing after BOJ decision and US government dysfunction persists.
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Top 5 drivers of financial markets this week:.1) Fedspeak, 2) economic data showing comfortable slowing, 3) Earnings mixed confirming #2, 4) BOJ starting to address the weak Yen, 5) House Speaker resolution has not improved US Govt disfunction.
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RT @macroleverageTP: 1/23 EU CBDC.In early October, I warned about a green light that the ECB might get to move to the next stage of testi….
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RT @LizAnnSonders: Real personal income excluding government transfer payments rose to new all-time high in September .
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This week’s Fed Meeting is front and center for global markets, while this will be a key week of corporate earnings. Oil prices continue to fluctuate around the Middle East and US economic data remains resilient and the US finally elects a Speaker.
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With markets down in the past two days, get insights from @jason_trennert who explains the headwinds that financial markets face in our long form interview from last week here:
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RT @macroleverageTP: Really loved our Markets Policy Partners webcast with @jason_trennert - After decades of easy….
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Engaging webcast with @jason_trennert about distortions from QE. Financial engineering was more rewarded than capital investment. Click here for full interview: #inflation #FederalReserve
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