Macro Mondays: The Fed, the Japanese Yen & China's Future

[@RealVisionFinance]

🔥 Get FREE ACCESS to Real Vision rvtv.io/3Y4t5Pw
(00:00) Sponsor: Token2049
(01:04) Market Overview and Recent Developments
(02:06) Ukraine’s Offensive: Impacts on Natural Gas Markets
(05:14) NATO’s Role and Global Reactions
(08:20) Liquidity, Inflation, and Market Timing
(09:24) Bullish vs. Bearish Advisors: Analyzing Market Sentiment
(11:12) Updated Macro Regime Model: QE-Like Environment
(14:21) Liquidity Trends: Fed’s Role and Market Implications
(17:46) Inflation Expectations: What to Watch
(19:21) Economic Indicators: Labor Market Insights
(24:01) Business Cycle and Equity Market Timing
(28:32) Commodities and the Gold Trade
(32:31) Global Shipping Markets and Geopolitical Risks
(38:31) Upcoming Economic Data and Market Predictions

[@InBTCWeTrust2024]

Charts
9:15 Advisors (Bulls / Bears)
11:18 Macro Regime Model
14:31 Liquidity (Liquidity Proxy / SOFR - Fed Funds)
19:24 Equity Betas to US 1Y Inflation Swap
21:07 Texas Unemployment Insurance Claims
24:20 Future vs. Current Business Activity / SPX YoY%
26:55 Used Vehicles
33:02 Equities Heatmap

[@pondweedfilms]

Always great value. I'll be back next week.

[@cryptosheets3162]

Best in ages : P

[@bhardwajsubham2073]

Just bought VRS tokens. This project is going to be huge!

[@smsfelipe]

Great content!

[@aleaiactaest8354]

excellent review!

[@RealVisionFinance]

Thanks for watching.

[@jonhaddal]

Relevant as usual 👍👍👍

[@JHC-tl4qb]

Clownkike perspectives as usual