It will be interesting to see what happens in China. Have they stabilized or this just another step down as they transition through their real estate crisis?
But there is a great divergence between GDI (gross domestic income) and GDP. They are usually inline. GDI was only 1.5, revised (last reading. Q3 2023). Some economists believe that GDI does a better job of capturing the cyclicality of output during expansions and contractions
Thanks Sven! You are the voice of reason amid the madness! America and maybe most of the west is just putting the good times on the sovereign credit card and kicking the can down the road. It might be great for wall street but it's rough on main street...
historically the market continues to rally and the economy holds up until the yield spread shifts from inverted to positive. so look for that process to begin when the Fed loosens. when the market finally gets what it has wanted and projected it starts to tank. buy the rumor sell the news.
I remember seeing a video from you around october saying 'we haven't broke the uptrend you bears need to be careful it could rip up an continue the bull market' I was think 'look at this bull market cheerleader being all bull market cheerleader' well we all seen how that played out lol. Maybe I should pay more attention :D
Do you think looking at the unemployment rates on FRED for the top 10 states by population gives any insight before the national reported unemployment rates?
As this has become an increasingly service-based economy and capital market-based financial system, the importance of industrial production and bank lending to the economy have declined in sympathy. Also, in the current context, if somebody doesn't have a job and isn't looking, it's probably because they don't need one, not that they are discouraged by their prospects of finding one. If you put this all together, the economy is likelier stronger than Sven's presentation suggests.
Love the pace at which you speak.
No you don't.
He's a bit too close to the mic, a lot of loud smacking and breathing sounds.
🤣
Always a phenomenal analysis, thank you!
One chart to rule them all .... one chart at 15:22 .... thanks
Always an insightful and knowledgeable perspective. Priceless information Sven freely shares.
Thanks, Sven. Appreciate the update and perspective. Good trading.
Excellent unbiased presentation, analysis and thought provoking questions. Well done and many thanks Sven.
Great work, please post often. Thank you
It will be interesting to see what happens in China. Have they stabilized or this just another step down as they transition through their real estate crisis?
Wonderful video. Please keep them coming Sven. Thank you.
Outstanding. Thank you. The highlight of my week always. Thank you, Stefenin
Thank you! Great analysis! Love your videos. Always worth to watch!
But there is a great divergence between GDI (gross domestic income) and GDP. They are usually inline. GDI was only 1.5, revised (last reading. Q3 2023). Some economists believe that GDI does a better job of capturing the cyclicality of output during expansions and contractions
Thanks Sven! You are the voice of reason amid the madness! America and maybe most of the west is just putting the good times on the sovereign credit card and kicking the can down the road. It might be great for wall street but it's rough on main street...
Check dow Jones top 1929. Add some zeroes to that number. Check where we are today. What a beautiful harmony if we top out around here
The deficit isn't masking the economy; at this point it *IS* the economy. Great work as always.
Excellent work Sven! Thank you!
Thanks Sven. Awesome analysis as always
Thank you so much appreciate your insights and expertise:)
Amazing! Thank you Sven.
Look at the p.e. On Costco. 😮
Excellent perspective thank you!
historically the market continues to rally and the economy holds up until the yield spread shifts from inverted to positive. so look for that process to begin when the Fed loosens. when the market finally gets what it has wanted and projected it starts to tank. buy the rumor sell the news.
The market is still operating based on 13+ years of ZIRP, when every dip should be bought.
thanks
Erik Hadik Cycle Work A+ good to hear another Skilled Voice...22 week cycle high 9th-16th...
German corporations operate worldwide. Recession in Germany therefore has little impact on earnings
I remember seeing a video from you around october saying 'we haven't broke the uptrend you bears need to be careful it could rip up an continue the bull market' I was think 'look at this bull market cheerleader being all bull market cheerleader' well we all seen how that played out lol. Maybe I should pay more attention :D
We're(USA) in recession now. Does anyone disagree?
Love your work! 😊👏🙇
Masterpiece. Thanks.
I wonder did we ever had a soft landing?
Im on the hard landing - feel it
Feb 2020 redux
Finally one has understood. Its all about the government. And the missing puzzle piece is: misallocation of capital.
Do you think looking at the unemployment rates on FRED for the top 10 states by population gives any insight before the national reported unemployment rates?
I'm curious now, where in history that this scenario happened? Weimar Germany?
Where would markets be without fiscal stimulus? 😮
Amazing that people who began investing in 2009 or later cannot answer this question. Sadly, this includes all college grads younger than 37.
As this has become an increasingly service-based economy and capital market-based financial system, the importance of industrial production and bank lending to the economy have declined in sympathy.
Also, in the current context, if somebody doesn't have a job and isn't looking, it's probably because they don't need one, not that they are discouraged by their prospects of finding one.
If you put this all together, the economy is likelier stronger than Sven's presentation suggests.
Excellent analysis, thank you Sven
I didn't realize it was a holiday.