Welcome to the debut episode of Macro Mondays, powered by eccuity.com. Join Charlie Meaden, founder of eccuity, as he breaks down the latest global and New Zealand macroeconomic trends.

Featured Episode

Check out some of our most recent episodes, available to you through Spotify and Youtube!

Episode 15

US Rate cuts & Employment, NZD versus USD, Euro Stocks vs US, CES Ai and Trump.

Charlie takes us through all of the major macroeconomic events from the last week, including the LA wildfires, US employment making Stocks Slide and Bonds Jump, Trump pushing for fewer rate cuts, Ai Overload at CES negatively impacting CES 2025, NZD vs USD near 2-year low, Will the Euro Stock market outperform the US in 2025 and what will happen when Trump is sworn in on the 21st?

Listen now on:

All episodes

Macro Monday
Ways to Wealth
Episode 15

US Rate cuts & Employment, NZD versus USD, Euro Stocks vs US, CES Ai and Trump.

Charlie takes us through all of the major macroeconomic events from the last week, including the LA wildfires, US employment making Stocks Slide and Bonds Jump, Trump pushing for fewer rate cuts, Ai Overload at CES negatively impacting CES 2025, NZD vs USD near 2-year low, Will the Euro Stock market outperform the US in 2025 and what will happen when Trump is sworn in on the 21st?

Listen now on:
Episode 14

S&P and Dow Jones struggling, FED cuts and BTC & Tesla’s rise post-election

In this week’s episode, Charlie digs into the US economy post-election cycle. Including: The Dow Jones weeklong crash, the majority of S&P sectors now struggling, ARKK and BTC’s strong price and risk correlation, Bitcoin’s historic rise to $100k USD, and finally, Tesla’s historic rise to new heights following the post-election hype-train!

Listen now on:
Episode 13

The Market Impact of Trump’s Election.

In this week’s episode, Charlie looks at the global macroeconomic impacts of the American election cycle, including: The S&P Breaking the $6000 Mark, New Bitcoin highs, Outflows from the Tech Industry, Inflows to Regional Banks, Small caps and Industrials, FED rate cuts continuing post-election cycle, Corporate Bond Confidence and Advice on Managing Expectations after Big Market Moves.

Listen now on:
Episode 12

Berkshire’s Record High, Job Market Decline and US Election Shifts

In this episode of Macro Mondays, Charlie unpacks the major market moves shaking the global economy. Berkshire Hathaway hits an all-time high as we dive into their Q3 highlights, while the US job market faces an unsettling decline. Super Micro Computer Inc. experiences a sharp drop in stock price amid auditing issues, and Nvidia enters the Dow Jones. Plus, with the US election approaching, we analyse the shifting expectations around Trump’s prospects.

Listen now on:
Episode 11

Inflation, the Labour Market, S&P Multiples and impacts of Geopolitical tensions!

In this episode of Macro Monday, Charlie delves into the most important macro-economic influences of the week! Like: S&P 500 reaching historic highs, why did the FED cut rates? The current inflation readings, and what they mean, What the current US job numbers are, and what industries are expanding the fastest, Stanley Druckenmiller's opinion on the current China situation, why is inflation sticky? Oil and Iron ore prices skyrocketing and more!!

Listen now on:
Episode 10

China rolls out a huge stimulus package! SAHM rule triggered! New carry trade!

In this episode of Macro Mondays, Charlie dives deep into both the Chinese and US economy. Looking at the impacts of the rollout of recent economic stimulus packages in China. Comparing the Chinese KWEV ETF vs SPY ETF. The effects of rising UNEMPLOYMENT in both the east, and the west. The beginning of a new US rate cutting cycle. David Tepper's large Chinese position and What the WEST cannot afford to do...

Listen now on:
Episode 9

Impact and fallout of 50 point cut, Warren Buffet and the US picks their poison!

In this episode of Macro Mondays, Charlie does his deepest dive into a topic to date! Focussed on the 50-basis point cut. Why did it happen? What will the impacts be? FedEx adjusting their forward guidance. Warren Buffet continuing to sell his Bank of America shares. The US having to choose between the two economic impacts that either president candidate will enact while in office. New Zealand being on a 7-quarter long loss streak against recession.

Listen now on:
Episode 8

Rate cuts! Ai hype train! Yields! Utilities, bonds and gold climbing and MORE!

Charlie talks about: The potential effects of this week’s rate cut. The yield curve starting to un-invert. Oracle CEO Larry Ellison jumping onboard the Ai hype train. Issues arising in the banking industry. Utilities, Bonds and Gold all climbing. The bond marketing front-running the Federal Reserve. The current market multiples and more!!!

Listen now on:
Episode 6

Nvidia Earnings, Commodities, Job revisions and US FED confirms rate cuts!

In this episode of Macro Mondays, Charlie talks about the US FED confirming rate cuts, Recent NASDAQ, SPY and QQQ movements, 818,000 Job revisions in the US, NVIDIA earnings that continue to rise and how commodities has done in the year to date!

Listen now on:
Episode 5

The Markets are Back!! How China's economic slowdown is affecting New Zealand

In this episode of Macro Mondays, Charlie talks about the Bank of Japan capitulating to rate hikes, the Market finally coming back, and with a vengeance! Volatility being suppressed, Micheal Burry betting big on China, the RBNZ cutting rates, Chinese yields dropping, and finally how the slowdown of the Chinese economy is effecting New Zealand!

Listen now on:
Episode 4

Buffet Dumps Apple, Yields Crash, The Oil Wildcard and more!

In this episode of Macro Mondays, Charlie dissects the macroeconomic impacts of Buffet's apple dump, The Small and Mid Cap run, Federal Reserve rates, recent stock movements and the Oil Wildcard!

Listen now on:
Episode 3

Olympic ceremony aftermath, Big Tech Capex splurge and Delinquencies rise.

In this week's episode of Macro Mondays, Charlie dives into the aftermath of the olympic games opening ceremony in Paris, US Credit card delinquencies rising, the big tech Capex splurge and impacts on people's wages.

Listen now on:
Episode 2

Biden out while Crowdstrike causes a global outage!

We explore the impact of Biden Dropping out, the downtime of CrowdStrike, and what it means for households and businesses.

Listen now on:
Episode 1

NZD down, trump gets up!

We explore the impact of dropping inflation rates, the anticipated interest rate cuts, and what it means for households and businesses.

Listen now on: