We are excited to introduce The Big Picture, a new macro podcast in association with OPTO.
The mission is to decode the complex world of macroeconomics, sifting through an unprecedented amount of financial data to make sense of the forces driving markets.
In the first episode, MarketReader Co-Founder and CEO Jens Nordvig and co-host Haydn Brain explore interest rates’ past, present, and future and their profound impact on the financial landscape. Jens deciphers the economic signals leading up to the Fed’s pivotal September meeting, delves into the Fed’s current stance on interest rates, and explores whether it signifies a policy shift and the conclusion of the current hiking cycle. We also delve into a comprehensive analysis of the recent spike in NFP data, the repercussions of interest rates on equity markets, and how biotech companies and the tech sector are taking centre stage as the financial landscape continues to evolve.
Stay tuned for more episodes as we cover new macro themes each month. Enjoy!