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© Annapurna Funds
Description
Join the founders of Annapurna Funds, a Global Macro Hedge Fund, as they discuss financial markets.
22 Episodes
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Did the markets ever get an answer to the soft vs hard landing debate that dominated headlines in 2024?
Will and Marshall break down seasonality and the potential impacts on equity and commodity markets.
Why it is important to think about what changed today.
What else is there to discuss than the largest change to US monetary policy since the dual mandate of the fed was established in 1977.
The team breaks down this weeks inflation data and the price action going into the Trump & Putin Alaska meeting.
Euphoria in the equity markets.
The hosts break down recent price action in demand and how earnings are shaping up in the US and Europe.
The Annapurna team breaks down Fridays Non Farm Payroll event, recent economic data, healthy signs in the treasury market, and why metals are a "no touch" right here.
The Annapurna team unpacks the -20% decline in Copper, outside reversal in the Nasdaq, FOMC event, and reasons to look at the CPI computation methods.
The Annapurna team breaks down the largest data release of the year and the one event not on anybodies calandar that could move the market for the rest of the year.
THe Annapurna team breaks down recent tariff negotians in the APAC region, the first glimpse of Q2 25' mega cap tech earnings, and what signs of meme stock mania means for the markets.
Japans election results in more questions than answers.
The Annapurna team breaks down todays import/export numbers, the year to date rally in metals, and APAC economic headlines.
The Annapurna Team discusses todays CPI reading, what inflation really means, the upcoming Japanese election and why this could all cause bond volaitlity to increase.
Annapurna breaks down delta earnings, another S&P high, and what to expect from the rest of earnings season.
The US Administration apllied 50% tariffs to copper imports, what else is there to talk about?
With nothing changing today why did the S&P make an intra day all time high?
One hour before the markets open on Sunday, Marshall and Will break down their key watchpoints across energy, currency, and equity markets in the wake of the U.S. entering the Iran-Israel conflict over the weekend.
With the first half of the year in the rearview mirro the Annapurna team discusses todays JOLT figures, a change in tone from the Treassury Secretary, and global market performance year to date.
As global equities rally and the Nasdaq hits its first all-time high since mid-February, the question looms—are we stepping into a brand new world, or is this surge masking deeper concerns beneath the surface?
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