🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE rvtv.io/3Y4t5Pw. 00:00 - 2049 Tokens 01:00 - The Fake Inflation Wave 03:11 - The Head Fake Business Cycle 04:38 - China's Role in the Global Economy 09:13 - US Business Cycle and Tariffs 12:34 - ISM Manufacturing and Credit Impulse 14:13 - Liquidity, Growth, and Inflation Forecasts 17:56 - Seasonality and the US Dollar 19:06 - Equity Market Valuations 24:10 - OPEC and Oil Market Dynamics 29:24 - Saudi Arabia’s Strategic Moves 30:38 - Market Strategy for September
🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE rvtv.io/3Y4t5Pw.
00:00 - 2049 Tokens
01:00 - The Fake Inflation Wave
03:11 - The Head Fake Business Cycle
04:38 - China's Role in the Global Economy
09:13 - US Business Cycle and Tariffs
12:34 - ISM Manufacturing and Credit Impulse
14:13 - Liquidity, Growth, and Inflation Forecasts
17:56 - Seasonality and the US Dollar
19:06 - Equity Market Valuations
24:10 - OPEC and Oil Market Dynamics
29:24 - Saudi Arabia’s Strategic Moves
30:38 - Market Strategy for September
These weekly updates are great, thank you.
Sure is! 👍
Fedt at vi har et par danskere der kan være med på global macro økonomi niveau - godt gået 🙂
Great, thoughtful show gents!
Charts
5:58 China Monthly Copper Exports
8:42 Beijing Air Pollution
13:53 US ISM / G3 Credit Impulse
16:52 Daily Nowcast (- Growth, - Liquidity)
19:45 September Asset Performance (DXY)
20:27 Regime Probabilities (Down, Down, Down)
27:06 Crude Oil Production (Opec / Non Opec)
Thanks for sharing sir.
Probably holding out on hitting the buy button, but I’m very bullish on oil & gas medium term