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The US Is On The Edge Of Recession (Again)
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- Опубликовано: 7 июл 2024
- 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE rvtv.io/3MMeRfQ. Andreas and Mikkel are back for Macro Mondays... Andreas Steno Larsen, founder and CEO of Steno Research, is back alongside his co-host, Steno Research head of geopolitics Mikkel Rosenvold, for another episode of Macro Mondays. This time, Andreas and Mikkel examine whether a disappointing ISM report signals a looming recession for the U.S., what the French election results mean for the world economy, and more. Recorded on July 8, 2024.
Timestamps:
(00:04) Sponsor: Token2049
(01:02) US Recession Indicators
(02:04) UK Elections Impact
(03:21) UK Economic Sentiment
(04:07) Market Implications of UK Politics
(05:20) Bank of England's Role
(06:34) UK Real Wage Growth
(07:11) Join Real Vision Community
(07:45) UK Voting System and Reform
(09:20) Conservative Party Strategies
(10:16) French Elections Analysis
(11:19) French Public Spending
(13:08) EU Fiscal Discipline
(14:45) Future of French Politics
(16:21) Iranian Elections Impact
(17:27) Middle East Geopolitical Risks
(18:51) UK vs France Investment
(19:26) New UK Prime Minister Soundbite
(21:15) Market Impact of Recession Indicators
(23:13) Gig Economy Data Analysis
(24:56) Recession Roadmap
(26:02) Service Sector Recession Risk
(27:37) Tax Data as Indicator
(28:59) Electricity Output and Economy
(30:09) Credit Conditions Outlook
(31:24) Liquidity and Market Trends
(33:47) Meme of the Week
(35:20) Macro Regime Analysis
(38:08) Asian Economies and Metals
(39:44) Closing Remarks
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(00:04) Sponsor: Token2049
(01:02) US Recession Indicators
(02:04) UK Elections Impact
(03:21) UK Economic Sentiment
(04:07) Market Implications of UK Politics
(05:20) Bank of England's Role
(06:34) UK Real Wage Growth
(07:11) Join Real Vision Community
(07:45) UK Voting System and Reform
(09:20) Conservative Party Strategies
(10:16) French Elections Analysis
(11:19) French Public Spending
(13:08) EU Fiscal Discipline
(14:45) Future of French Politics
(16:21) Iranian Elections Impact
(17:27) Middle East Geopolitical Risks
(18:51) UK vs France Investment
(19:26) New UK Prime Minister Soundbite
(21:15) Market Impact of Recession Indicators
(23:13) Gig Economy Data Analysis
(24:56) Recession Roadmap
(26:02) Service Sector Recession Risk
(27:37) Tax Data as Indicator
(28:59) Electricity Output and Economy
(30:09) Credit Conditions Outlook
(31:24) Liquidity and Market Trends
(33:47) Meme of the Week
(35:20) Macro Regime Analysis
(38:08) Asian Economies and Metals
(39:44) Closing Remarks
This channel has been predicting recession for 3 years now 😮😅
That's less than stansberry and wealthion lol
We are basically NOT predicting it, if you watch the show
@@andreassteno5717 so why the misleading headline for the episode?
A broken clock is right once a day
Twice actually
where did the daily Briefing go. Miss you Ash.
RIP Europa
More Cowbell!
Thanks for watching!
France was not in economic recession either back in the day. Just ask Marie Antoinette and her courtiers...
She had a great head on her shoulders and then she lost it
Thank you gentlemen for having enough perspective to observe that other political systems aren’t intended to operate exactly like yours. Lesser Europeans would expect other nations to abide their own political expectations. We have different cultures, traditions, and histories - so too shall we have different politics.
The middle class is stable and working class is not.
Please stop negative news. Till 2030 no recession, why do you have to be so negative about every possible thing in existence?
Manufacturing is hurting rn. Been lots of layoffs last 3 months.
Thanks for sharing. It's important to raise awareness about the current situation.
Why are you wearing headphones to hear someone right beside you?
Microphones can pick up speaker sounds, causing that nasty feedback squeal. Headsets dampen the feedback loop.
Yep, the battle of the feedback squeal is real! Headsets to the rescue!
Is the EU still doing the deindustrialization policy ?
Can these financial justice warriors ever admit they were wrong?
Interesting that AI is considered as output. I'm sure some AI is useful, but how much is useless?
probably robots and ai are already more productive than 10pc of human workers
It's amazing to see how technology is advancing so rapidly!
They'll be correct eventually, broken clocks and all
Thanks for watching!
my model says the next recession in 2028
That's an interesting prediction! It's always good to stay informed about economic trends.