CFA Society Chicago · 2026-07-07 · 56 min
What's new since the last Macro Matters? We have a new co-host! Jessica Noviskis joins Tony Zhang and Rich Excell to cover the market moves of the last 2 weeks. As many were on holiday, they may have missed the economic news on inflation (PCE) and growth (ISM). They likely didn't miss the price action in semis & memory that are dragging the Nasdaq lower. Does this make the July earnings season even more important? Have a listen to find out
Macro Matters - it's all about inflation72 / 100Macro Matters - price stability64 / 100Macro Matters - markets are in fluxMacro Matters - a little bit of everythingMacro Matters - Trump & Xi meeting