Macro-Economics

Jim Welsh of Macro Tides sits down with Blake Morrow and talks about the markets ahead of the key NFP non-farm payroll jobs report tomorrow. He discusses the recession risks and how they are growing with tight lending standards and an aggressive Fed hike campaign.

Jim also covers the...

Jim Welsh of Macro Tides sits down with Blake Morrow and talks the very wild central bank meeting week the markets had, but most importantly how the market may finally be starting to understand the messaging that they have been trying to get across for months. Jim illustrates that between the “...

Jim Welsh of Macro Tides sits down with Blake Morrow and talks about the market ahead of the CPI and FOMC the next couple weeks. Jim will be out on holiday and wanted to give you a good update ahead of these two key events and the roadmap to what you might expect.

He shows and walks...

Jim Welsh provided a detailed analysis of the current state of inflation, predicting that it will continue to rise due to the reversal of energy prices and food prices. He also discussed the impact of higher interest rates on unemployment numbers and predicted that a recession is likely in the...

Jim Welsh of Macro Tides sits down with Blake Morrow and talks about key macro themes in the markets and gives you some evidence that he is looking at that suggests that a recession is near and why. He looks at the Lending Economic Indicator (LEI), Coincident Index, Lending Standards and...

Jim Welsh believes that the coming secular bear market has already begun and that it will be worse than the 1966-1982 period. He bases this on factors such as debt, demographics, and the risk of war. He believes that the economy will slow in the second half of 2021 and that the market will...