Published Dec 14, 2020

This Is the Macro Picture Going Into 2021

Explore the macroeconomic landscape of 2021 with insights into emerging market risks, the fluctuating US dollar, and the Federal Reserve's strategies as Jon Turek and Naufal Sanaullah dissect fiscal policies and global market dynamics impacting long-term stability.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Odd Lots

This Is the Macro Picture Going Into 2021

Topics covered

Popular Clips

Services Productivity Speculation

Fed Policy Insights

Market Risk Premiums

Market Regime Shift

Yield Dynamics

Global Economic Outlook

Collaborating for a Greener Future

Macro Insights

Economic Outlook Discussion

Weaker Dollar Dynamics

Market Outlook Insights

Fiscal Transition Risks

Macro Policy Shift

Fed's Structural Response

Episode Highlights

Market Risks and Premiums

Dollar and Global Markets

Fed's Structural Response

Related Episodes

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Jon Turek on the Macro Outlook for 2022

Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way

Why So Many People Got This Year's Economy Wrong

Episode 9: The 2016 Predictions Episode

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Goldman's Hatzius and Kostin on Markets and Macro in 2025

These Were The Biggest Markets And Economics Stories of 2017

Nouriel Roubini Predicts a Crisis 'Worse' Than the 1970s

This Is the Macro Picture Going Into 2021

Topics covered

Popular Clips

Episode Highlights

Market Risks and PremiumsJon Turek and Naufal Sanaullah discuss the macroeconomic outlook for 2021, focusing on emerging risks and the evolution of risk premiums. They explore how fiscal policies and market dynamics could shape the economic landscape in the coming year.

Market Risks and Premiums

Dollar and Global MarketsThe weakening US dollar and the Federal Reserve's evolving role as a global central bank are pivotal themes for 2021. Naufal Sanaullah and Jon Turek explore how these dynamics could reshape global markets and economic strategies.

Dollar and Global Markets

Fed's Structural ResponseThe discussion explores the Federal Reserve's pro-cyclicality effects and policy adaptations as it navigates economic recovery in 2021. Naufal Sanaullah and Jon Turek provide insights into how these strategies impact market dynamics and long-term stability.

Fed's Structural Response

Related Episodes