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Blue Line Futures Research
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Posted on Sept. 11, 2022, 8:14 p.m.

Higher For Longer & A Soft Landing | Top Things to Watch this Week


<h2><strong>Higher For Longer &amp; A Soft Landing</strong></h2> <p>&quot;When you see someone doing something that doesn&#39;t make sense to you, ...

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Posted on Sept. 4, 2022, 4:08 p.m.

Fiscal Dominance And The Fed's Amplification Of The Business Cycle | Top Things to Watch this Week


<h2><strong>Fiscal Dominance And The Fed&#39;s Amplification Of The Business Cycle</strong></h2> <p>&quot;If I have seen further it is by standing ...

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Posted on Aug. 23, 2022, 10:15 a.m.

The Old Economy Is Putting A Lid On Economic Potential | Macro Corner Episode 12


<p>Email [email protected] with any follow-up questions to the podcast or anything else on the board!</p> <p>Paul Wankmueller, CMT and Ja...

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Posted on Aug. 21, 2022, 11:41 a.m.

The Structural Underpinnings of the U.S. Economy Compared to FOMC Projections | Top Things to Watch this Week


<h2><strong>The Structural Underpinnings of the U.S. Economy Compared to&nbsp;FOMC Projections</strong></h2> <p>&quot;Bull markets are born on pess...

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Posted on Aug. 14, 2022, 4:36 p.m.

Markets Move with Macro Expectations and Expectations Change | Top Things to Watch this Week


<h2><strong>Markets Move with Macro Expectations and Expectations Change</strong></h2> <p>&quot;At the stock exchange, 2x2 is never 4, but 5 minus ...

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Posted on Aug. 10, 2022, 11:38 a.m.

Big Risk-On Day On Lower Than Expected Inflation Data | Midday Market Minute with Bill Baruch


<p>Bill Baruch breaks down the risk landscape after a lower than expected CPI print this morning. With stocks rallying, the Dollar selling off and the...

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Posted on Aug. 9, 2022, 1:15 p.m.

Macro Markets Ahead of Tomorrow's CPI Report | Midday Market Minute with Bill Baruch


<p>Bill Baruch breaks down the action across macro markets ahead of tomorrow&#39;s CPI report. With market participants watching the implications of t...

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Posted on Aug. 9, 2022, 7:39 a.m.

Sticky Wage Inflation & Possible Regime Shift | Money Flows and Systematic Buying | Paul Wankmueller


<p>Director of Education Paul Wankmueller, CMT joined the TD Ameritrade Network to discuss the implications of sticky wage inflation and whether a reg...

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Posted on Aug. 8, 2022, 3:56 p.m.

Are We In A Stagflation Economy With A Wage-Price Spiral? | Macro Corner Episode 10


<p>Paul Wankmueller, CMT and Jannis Meindl talk about secular forces in the U.S. economy while weighing those longer-term forces against short-term ma...

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Posted on Aug. 7, 2022, 5:56 p.m.

Risk Asset Pricing is a Function of Flows | Top Things to Watch this Week


<h2><strong>Risk Asset Pricing is a&nbsp;Function of Flows</strong></h2> <p>&quot;Investment success doesn&#39;t come from buying good things but r...

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Posted on Aug. 1, 2022, 3:02 p.m.

Can the Fed Inflate Our Debt Away? | Blue Line Futures Macro Corner Episode 9


<p>Paul Wankmueller, CMT and Jannis Meindl talk about the current state of monetary policy and why high inflation may reduce the burden of high debt l...

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Posted on July 18, 2022, 3:03 p.m.

Why MMT Fails | China's Tectonic Demographic Shift | The Inflation Mindset | Macro Corner Episode 7


<p>Why MMT doesn&#39;t work, tectonic shifts in demographics, and labor unions driving inflation as supply chains get relocated. Paul Wankmueller, CMT...

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Posted on July 14, 2022, 2:05 p.m.

Fed Rate Hikes and Inflation | Gold at $1,700 & Crude Oil above $90 | Midday Market Minute


<p>After yesterday&#39;s CPI print coming in above expectations, markets experienced a sea of red overnight and in the early hours of U.S. trading. Bi...

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Posted on July 13, 2022, 12:34 p.m.

40 Year High In Inflation | High Demand for Long-Term Yields | Midday Market Minute


<p>With CPI at 9.1% YoY, it marks a 40 year high in consumer price inflation. The yield curve has further inverted as a result and markets are pricing...

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Posted on July 12, 2022, 1:17 p.m.

Stocks Ahead of CPI | Commodities Bloodbath | Bill Baruch's Macro Take | Midday Market Minute


<p>Amidst risk-off across commodities, Bill Baruch breaks down the market action and whether secular underinvestment dynamics can prevail over recessi...

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Posted on July 7, 2022, 12:29 p.m.

Capital Allocation In A Transition From Inflation to Disinflation | Phillip Streible


<p>Chief Market Strategist Phillip Streible joined the TD Ameritrade Network to talk about the current inflation regime and whether markets are transi...

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Posted on July 5, 2022, 2:37 p.m.

Emerging Markets Stress, Fed Mission, China Strategy | Blue Line Futures Macro Corner Episode 5


<p>Emerging market debt has seen a lot of stress lately. On today&#39;s podcast we talk about capital allocation across EM as investors demand higher ...

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Posted on July 3, 2022, 4:52 p.m.

Emerging Markets and Financial Conditions | Top Things to Watch this Week


<h2><strong>Emerging Markets and Financial Conditions</strong></h2> <p>&quot;Never let a good crisis go to waste.&quot; - Winston Churchill</p> ...

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Posted on July 1, 2022, 2:16 a.m.

From Inflation To Recession, Crypto Rough Patch & Fed Interest Rates | Phillip Streible


<p>The shift from an inflation-driven market to recession aware price action. Chief Market Strategist Phillip Streible discusses the implications of t...

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Posted on June 28, 2022, 3:58 p.m.

Why Capping Oil Prices Would Backfire | Production Capacity and Product Shortages | Phil Streible


<p>&nbsp;</p> <p>Chief Market Strategist Phillip Streible joined Yahoo Finance to discuss the implications of an oil price cap, OPEC+ spare capacit...

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Posted on June 14, 2022, 11:29 a.m.

What Will The Federal Reserve Raise Interest Rates To? | Midday Market Minute


<p>Bill Baruch breaks down the macro market action ahead of tomorrow&#39;s Fed policy decision. With 75bps at a 91% probability, are Jerome Powell and...

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Posted on June 13, 2022, 4:58 p.m.

Blue Line Futures Macro Corner #2 | US Debt, Monetary Policy and Consumer Sentiment


<h3><u><strong>Get your free Macro Corner Chart Booklet by Clicking on the Picture Below:</strong></u></h3> <p><a href="https://drive.google.com/fi...

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Posted on June 10, 2022, 8:09 a.m.

Japanese Yen at 20yr Lows | Crude Oil Driving Yields | Paul Wankmueller on Inflation and More


<p>Paul Wankmueller joined the TD Ameritrade Network to talk about today&#39;s CPI print, the Japanese Yen at 20yr lows and energy markets driving bon...

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Posted on June 9, 2022, 1:30 p.m.

Blue Line Futures Macro Corner #1 | Refinery Shortage, Services Inflation and Wealth Gap


<p>&nbsp;</p> <p>In today&#39;s episode, recorded on June 6, 2022, Paul Wankmueller and Jannis Meindl talk about energy markets, inflation, the wea...

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Posted on June 7, 2022, 3:41 p.m.

The Inflation Showdown Before Jackson Hole | Bill Baruch talks Equities, Energy Markets and More


<p>Bill Baruch talks about the macro outlook within the context of the current and upcoming inflation landscape. As the Fed is geared to hike rates in...

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Posted on June 5, 2022, 4:58 p.m.

Commodities, Inflation and Labor Market | Top Things to Watch this Week


<h2><strong>Commodities, Inflation and Labor Market&nbsp;</strong></h2> <p>&quot;The man who acquires the ability to take full possession of his ow...

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Posted on May 13, 2022, 4:40 p.m.

Is Gold ($GLD) an Inflation Hedge? | Phil Streible | Blue Line Futures Interview w/ CNBC Power Lunch


<p>If you take a longer view of Gold for the year, it is ~unchanged and has outperformed many other asset classes (Cryptos, Nasdaq).</p> <p>With re...

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