Midday Macro
Subscribe
Sign in
Home
Notes
Archive
About
New
Top
The Dot Plot Thickens: Powell’s Dovish Message Increases Dual Mandate Focus with Higher Growth Expectations – Midday Macro – 3/22/2024
Color on Markets, Economy, Policy, and Geopolitics
Mar 22
•
Michael Ball, CFA, FRM
2
Share this post
The Dot Plot Thickens: Powell’s Dovish Message Increases Dual Mandate Focus with Higher Growth Expectations – Midday Macro – 3/22/2024
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
Fed Likely Maintains Three Cuts Forecast in 2024 Due to Softer "Supercore" PCE and Looser Labor Market Readings - Midday Macro – 3/15/2024
Color on Markets, Economy, Policy, and Geopolitics
Mar 15
•
Michael Ball, CFA, FRM
1
Share this post
Fed Likely Maintains Three Cuts Forecast in 2024 Due to Softer "Supercore" PCE and Looser Labor Market Readings - Midday Macro – 3/15/2024
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
China Vows To Stimulate Economy on “All Fronts,” Will It Be Enough? - Midday Macro – 3/8/2024
Color on Markets, Economy, Policy, and Geopolitics
Mar 8
•
Michael Ball, CFA, FRM
1
Share this post
China Vows To Stimulate Economy on “All Fronts,” Will It Be Enough? - Midday Macro – 3/8/2024
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
Deep Doubts, Deep Wisdom: Are Chinese Equities Finding Footing Due to Policy Support? - Midday Macro – 3/1/2024
Color on Markets, Economy, Policy, and Geopolitics
Mar 1
•
Michael Ball, CFA, FRM
2
Share this post
Deep Doubts, Deep Wisdom: Are Chinese Equities Finding Footing Due to Policy Support? - Midday Macro – 3/1/2024
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
February 2024
Inflation Picks Up and Growth Cools Keeping Fed Uncertain and Patient - Midday Macro – 2/16/2024
Color on Markets, Economy, Policy, and Geopolitics
Feb 16
•
Michael Ball, CFA, FRM
3
Share this post
Inflation Picks Up and Growth Cools Keeping Fed Uncertain and Patient - Midday Macro – 2/16/2024
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
No March Cut? No Worries: Markets Focus on Stronger Growth and Earnings Over a Patient Fed - Midday Macro – 2/2/2024
Color on Markets, Economy, Policy, and Geopolitics
Feb 2
•
Michael Ball, CFA, FRM
4
Share this post
No March Cut? No Worries: Markets Focus on Stronger Growth and Earnings Over a Patient Fed - Midday Macro – 2/2/2024
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
January 2024
Resilient to Robust Growth: The Fed's Path Forward Gets Trickier Despite Disinflationary Progress - Midday Macro – 1/26/2024
Color on Markets, Economy, Policy, and Geopolitics
Jan 26
•
Michael Ball, CFA, FRM
3
Share this post
Resilient to Robust Growth: The Fed's Path Forward Gets Trickier Despite Disinflationary Progress - Midday Macro – 1/26/2024
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
Have Your Cake and Eat It Too? How The Fed May Orchestrate an Immaculate Disinflation - Midday Macro – 1/19/2024
Color on Markets, Economy, Policy, and Geopolitics
Jan 19
•
Michael Ball, CFA, FRM
2
Share this post
Have Your Cake and Eat It Too? How The Fed May Orchestrate an Immaculate Disinflation - Midday Macro – 1/19/2024
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
Stalled Disinflation Progress? Slower Rate of Decline Raises Second Wave Fears – Midday Macro – 1/12/2024
Color on Markets, Economy, Policy, and Geopolitics
Jan 12
•
Michael Ball, CFA, FRM
1
Share this post
Stalled Disinflation Progress? Slower Rate of Decline Raises Second Wave Fears – Midday Macro – 1/12/2024
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
December 2023
2023: A Year of Growth, Returns, and Disinflation Nobody Anticipated - Midday Macro – 12/22/2023
Color on Markets, Economy, Policy, and Geopolitics
Dec 22, 2023
•
Michael Ball, CFA, FRM
2
Share this post
2023: A Year of Growth, Returns, and Disinflation Nobody Anticipated - Midday Macro – 12/22/2023
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
Powell Flips the Script Despite Stronger Data and High Disinflation Uncertainty - Midday Macro – 12/15/2023
Color on Markets, Economy, Policy, and Geopolitics
Dec 15, 2023
•
Michael Ball, CFA, FRM
2
Share this post
Powell Flips the Script Despite Stronger Data and High Disinflation Uncertainty - Midday Macro – 12/15/2023
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
Time for the Push Back: Inflation Isn’t Beat, and the Fed Can Be Patient – Midday Macro – 12/8/2023
Color on Markets, Economy, Policy, and Geopolitics
Dec 8, 2023
•
Michael Ball, CFA, FRM
2
Share this post
Time for the Push Back: Inflation Isn’t Beat, and the Fed Can Be Patient – Midday Macro – 12/8/2023
middaymacro.substack.com
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts