Macro Voices Episode 494, recorded on August 21st, 2025, features an interview with Rabobank's Michael Every, focusing on global macroeconomics and geopolitics. Erik Townsend and Michael Every discuss the potential implications of a Trump-Putin summit on the Ukraine war, including the possibility of a "pause to refresh" and its effects on the US, Europe, and Ukraine. They delve into Trump's "Noxin strategy," US-European Union relations, and the potential for a "reverse Marshall Plan." The conversation also covers the US pivot to Asia, the role of the Middle East, and the future of the petrodollar system, including the potential for stablecoins. Additionally, the hosts discuss the US Federal Reserve policy, potential changes in Fed leadership, and the implications for markets, precious metals, and oil prices. Patrick Ceresna joins in the postgame segment to provide a technical analysis of the S&P 500, U.S. dollar index, crude oil, gold, uranium, copper, and 10-year Treasury yields.
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