🔥 Get FREE ACCESS to Real Vision rvtv.io/3Y4t5Pw (00:00) - Sponsor: Token2049 in Singapore. (01:03) - Introduction with Andreas Steno and Warren Pies. (01:37) - Discussion on the US economy and CPI report. (02:12) - Warren's take on soft landing and economic growth. (02:40) - Analysis of bifurcated economy and market. (03:15) - High deficit spending and recession likelihood. (04:15) - Prospects for a soft landing and future inflation. (04:47) - Housing inflation and rate cuts. (05:18) - Disinflationary tailwinds and shelter inflation. (07:05) - Concerns about shelter inflation data. (08:06) - Implications of new tenant renewed rent index on CPI. (09:10) - Discrepancies in shelter inflation data. (10:11) - Goldman Sachs' prediction on rate cuts. (11:17) - Possibility of a 50 basis point cut in September. (12:55) - Equity market reaction to CPI release. (13:46) - Market rotation and expansion. (14:18) - Broadening market rallies. (15:31) - Credit creation's role in bull markets. (17:11) - Sector rotation and Trump presidency impact. (17:50) - Political influence on market and tax policies. (18:49) - Spending and deficits impact on markets. (19:52) - Potential impacts of extending tax cuts. (20:28) - Construction cycle and employment trends. (21:36) - Multi-family and single-family housing trends. (22:07) - Housing employment model as economic indicator. (23:12) - Emerging slack in residential construction labor. (24:21) - Rate cuts' impact on real estate market. (25:22) - Controlled return of housing supply. (26:00) - Homebuilding stocks and inflation prints. (27:01) - Real estate market affordability and millennial demand. (27:41) - Divergence between gold and oil. (28:13) - Commodity super cycle thesis. (28:47) - Gold's role as a monetary commodity. (29:51) - Oil market dynamics and OPEC's influence. (30:56) - OPEC's actions and oil prices. (31:30) - Saudi Arabia's investment cuts and OPEC strategies. (32:35) - Long-term sustainability of OPEC's influence. (33:03) - Potential outcomes of a price war. (34:03) - Political influence on energy investments. (35:06) - Trump presidency's impact on oil market. (36:13) - Sanctions' impact on oil market and Russia's role. (37:46) - Long-term effects of sanctions and geopolitical shifts. (38:22) - US dollar trends and rate cuts. (39:33) - Coordinated central bank policies and dollar impact. (40:39) - Gold as a safe haven. (41:09) - Global economic impact of US rate cuts. (41:39) - Positive effects of a weaker dollar. (42:13) - Early financial sector earnings reports. (43:24) - Earnings estimates and market expectations. (44:52) - Historical earnings growth in bull markets. (45:26) - Summary of market views on cutting cycle. (46:32) - Investment strategies and sector preferences. (47:38) - Bonds as a hedge against equity risk. (48:43) - Closing remarks and macro deep dive outlook.
I'm here for Warren, but what's up with the dates on this? How old is this thing? Give us an air date at least, pretty dang important for this type of video don't you think?
Saudi is on the record saying the 200k bpd is conditional on market conditions supporting it...pretty huge caveat to leave out when talking about potential to go under $60...especially if that's the catalyst
The US competitive advantage in attracting the world's leaders in technology and innovation for the last 150 years has been: 1) Rule of law. 2) Uniform regulations. 3) Excellent GDP per capita with a growing population. 1) Project 2025 will replace career non-partisan bureaucrats (Fox News "Deep State") with Trump sycophants. 2) The recent Supreme Court ruling on Chevron gives the lower courts the ability to overrule all federal government regulations. 3) Every day 10,000 Americans turn age 65 and the US population would be shrinking if it were not for working-age immigrants. Meanwhile, Pies and most other macro pundits only focus on fiscal and monetary policy when making their forecasts. Schadenfreude is Wall Street's wish for a Trump victory and shorting NDX, DYY and USTs. As always, the second mouse gets the cheese, and patience in waiting for the Trump rally to peak will offer the most lucrative short trades in many years. posted 7/24/2024
@@RealVisionFinance You’re welcome ☺️ The Fed/Govt is far more sinister and evil than you’re giving them credit for. This is an attack on society that hasn’t happened since…the last reset..
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🔥 Get FREE ACCESS to Real Vision rvtv.io/3Y4t5Pw
(00:00) - Sponsor: Token2049 in Singapore.
(01:03) - Introduction with Andreas Steno and Warren Pies.
(01:37) - Discussion on the US economy and CPI report.
(02:12) - Warren's take on soft landing and economic growth.
(02:40) - Analysis of bifurcated economy and market.
(03:15) - High deficit spending and recession likelihood.
(04:15) - Prospects for a soft landing and future inflation.
(04:47) - Housing inflation and rate cuts.
(05:18) - Disinflationary tailwinds and shelter inflation.
(07:05) - Concerns about shelter inflation data.
(08:06) - Implications of new tenant renewed rent index on CPI.
(09:10) - Discrepancies in shelter inflation data.
(10:11) - Goldman Sachs' prediction on rate cuts.
(11:17) - Possibility of a 50 basis point cut in September.
(12:55) - Equity market reaction to CPI release.
(13:46) - Market rotation and expansion.
(14:18) - Broadening market rallies.
(15:31) - Credit creation's role in bull markets.
(17:11) - Sector rotation and Trump presidency impact.
(17:50) - Political influence on market and tax policies.
(18:49) - Spending and deficits impact on markets.
(19:52) - Potential impacts of extending tax cuts.
(20:28) - Construction cycle and employment trends.
(21:36) - Multi-family and single-family housing trends.
(22:07) - Housing employment model as economic indicator.
(23:12) - Emerging slack in residential construction labor.
(24:21) - Rate cuts' impact on real estate market.
(25:22) - Controlled return of housing supply.
(26:00) - Homebuilding stocks and inflation prints.
(27:01) - Real estate market affordability and millennial demand.
(27:41) - Divergence between gold and oil.
(28:13) - Commodity super cycle thesis.
(28:47) - Gold's role as a monetary commodity.
(29:51) - Oil market dynamics and OPEC's influence.
(30:56) - OPEC's actions and oil prices.
(31:30) - Saudi Arabia's investment cuts and OPEC strategies.
(32:35) - Long-term sustainability of OPEC's influence.
(33:03) - Potential outcomes of a price war.
(34:03) - Political influence on energy investments.
(35:06) - Trump presidency's impact on oil market.
(36:13) - Sanctions' impact on oil market and Russia's role.
(37:46) - Long-term effects of sanctions and geopolitical shifts.
(38:22) - US dollar trends and rate cuts.
(39:33) - Coordinated central bank policies and dollar impact.
(40:39) - Gold as a safe haven.
(41:09) - Global economic impact of US rate cuts.
(41:39) - Positive effects of a weaker dollar.
(42:13) - Early financial sector earnings reports.
(43:24) - Earnings estimates and market expectations.
(44:52) - Historical earnings growth in bull markets.
(45:26) - Summary of market views on cutting cycle.
(46:32) - Investment strategies and sector preferences.
(47:38) - Bonds as a hedge against equity risk.
(48:43) - Closing remarks and macro deep dive outlook.
thank
you for your work
So nice of you
Post a date. He's talking about Biden winning. Come on
Andreas - will you discuss sector that should go up either trump or harris gets the election?
I'm here for Warren, but what's up with the dates on this? How old is this thing? Give us an air date at least, pretty dang important for this type of video don't you think?
Saudi is on the record saying the 200k bpd is conditional on market conditions supporting it...pretty huge caveat to leave out when talking about potential to go under $60...especially if that's the catalyst
The US competitive advantage in attracting the world's leaders in technology and innovation for the last 150 years has been: 1) Rule of law. 2) Uniform regulations. 3) Excellent GDP per capita with a growing population. 1) Project 2025 will replace career non-partisan bureaucrats (Fox News "Deep State") with Trump sycophants. 2) The recent Supreme Court ruling on Chevron gives the lower courts the ability to overrule all federal government regulations. 3) Every day 10,000 Americans turn age 65 and the US population would be shrinking if it were not for working-age immigrants.
Meanwhile, Pies and most other macro pundits only focus on fiscal and monetary policy when making their forecasts. Schadenfreude is Wall Street's wish for a Trump victory and shorting NDX, DYY and USTs. As always, the second mouse gets the cheese, and patience in waiting for the Trump rally to peak will offer the most lucrative short trades in many years. posted 7/24/2024
THERE WILL BE NO RATE CUTS
Thanks for sharing your opinion!
@@RealVisionFinance You’re welcome ☺️ The Fed/Govt is far more sinister and evil than you’re giving them credit for. This is an attack on society that hasn’t happened since…the last reset..
coin go up, coin go down
Ah, the eternal dance of the coin - up one moment, down the next!
Oil down = Bitcoin Up . .
Interesting observation! The markets are always interconnected in surprising ways.