Why the US Dollar Is Booming And Creating A Possible Doom Loop
Every time a crisis hits, you get a new round of people warning about the end of US dollar dominance. The Covid crisis and its aftermath is no exception. It may be that the world will change over the long run in some way that does help to dislodge the greenback. But in the meantime, concerns about …
Where Things Stand Now With Inflation and the Fed
Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expected. Then on Wednesday, the Fed hiked 50 basis points, which was a step down from the series of 75 basis point hikes that we had been getting at recent meetings. So where do things stand now? When w…
Gianluca Benigno on the Basics and Policy Functionality of R** and the Dollar's Imperial Circle
Gianluca Benigno is a professor of economics at the University of Lausanne and was formerly a senior staffer and economist at the Federal Reserve Bank of New York, an economist at the Bank of England, and worked at the London School of Economics. Gianluca joins Macro Musings to talk about financial…
197|Hiking Cycles, Europe and the Yuan ft. Jon Turek with Srivatsan Prakash
Jon Turek is the founder of JST Advisor and the publisher of the Cheap Convexity blog. Here he discusses his thoughts on the hiking cycle, what's next for Europe and Asia and more!
You can find his blog here- https://cheapconvexity.substack.com/
Lots More on the Growing Risks to the US Labor Market
A week from today we will get the February jobs report and there are growing concerns that the US labor market is slowing. Already, the number of sectors adding jobs in this economy is on the decline. Meanwhile, the housing market continues to struggle. Add in the Department of Government Efficienc…
Episode 214 - Samir Varma & Jon Turek (Trump Tariff Conversation)
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Samir's Links: https://samirvarma.com/
https://www.substack.com/@samirvarma
Samir is an Author, Physicist, Entrepreneur, Inventor, and Hedge Fund Manage…
Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a por…
The Dollar’s Impossible Trifecta | Jon Turek on Why USD Hedging Flows Will Increase Throughout Fed’s Rate Cutting Cycle
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Jon Turek of JST Advisors explains why he thinks a decline in U.S. interest rates will make dollar hedging more attractive to foreign owners of U.S…
Francesca Hong, Anthropic IPO, and July inflation | Jon Turek
Today on the show: AI bubble trouble, inflation week, Wisconsin and South Carolina primary night, Fed rate odds, and Jon Turek of JST Advisors joins to talk Anthropic, macro markets, prediction market distributions, and the future of the AI boom. Alex Keeney and Brian Golden break down the biggest …
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a por…
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