Macro Mondays: Inflation Head-Fake?

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  • Опубліковано 15 вер 2024

КОМЕНТАРІ • 10

  • @RealVisionFinance
    @RealVisionFinance  12 днів тому

    🔥 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

  • @JimsRobot
    @JimsRobot 12 днів тому +5

    These weekly updates are great, thank you.

  • @kurtjensen5798
    @kurtjensen5798 12 днів тому

    Fedt at vi har et par danskere der kan være med på global macro økonomi niveau - godt gået 🙂

  • @jonhaddal
    @jonhaddal 12 днів тому +2

    Great, thoughtful show gents!

  • @InBTCWeTrust2024
    @InBTCWeTrust2024 11 днів тому +1

    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)

  • @BrazilianSwedSamurai
    @BrazilianSwedSamurai 12 днів тому

    Probably holding out on hitting the buy button, but I’m very bullish on oil & gas medium term