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The US Is On The Edge Of Recession (Again)

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  • Опубліковано 7 лип 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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    #realvision #financialmarkets #recession #macroeconomics #macro #recession2024 #useconomy #economy #economicdata #financialmarkets #marketsentiment #markets
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КОМЕНТАРІ • 36

  • @RealVisionFinance
    @RealVisionFinance  Місяць тому +4

    🔥 Get FREE ACCESS to Real Vision rvtv.io/3MMeRfQ
    (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

  • @rajcha8976
    @rajcha8976 Місяць тому +10

    This channel has been predicting recession for 3 years now 😮😅

    • @mwilliamson4198
      @mwilliamson4198 Місяць тому

      That's less than stansberry and wealthion lol

    • @andreassteno5717
      @andreassteno5717 Місяць тому

      We are basically NOT predicting it, if you watch the show

    • @orioles7023
      @orioles7023 Місяць тому

      @@andreassteno5717 so why the misleading headline for the episode?

  • @lawLess-fs1qx
    @lawLess-fs1qx Місяць тому +6

    where did the daily Briefing go. Miss you Ash.

  • @jameswalker366
    @jameswalker366 Місяць тому +3

    A broken clock is right once a day

  • @int_pro
    @int_pro Місяць тому +7

    More Cowbell!

  • @carbonfibercrypto2919
    @carbonfibercrypto2919 Місяць тому +2

    RIP Europa

  • @argarcia281
    @argarcia281 Місяць тому

    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.

  • @daneracamosa
    @daneracamosa Місяць тому +2

    France was not in economic recession either back in the day. Just ask Marie Antoinette and her courtiers...

    • @firstlast8258
      @firstlast8258 Місяць тому

      She had a great head on her shoulders and then she lost it

  • @coop-us7tp
    @coop-us7tp Місяць тому

    Manufacturing is hurting rn. Been lots of layoffs last 3 months.

    • @RealVisionFinance
      @RealVisionFinance  Місяць тому +1

      Thanks for sharing. It's important to raise awareness about the current situation.

  • @marcz6653
    @marcz6653 Місяць тому

    The middle class is stable and working class is not.

  • @tybowesformerlygoat-x7760
    @tybowesformerlygoat-x7760 Місяць тому

    Why are you wearing headphones to hear someone right beside you?

    • @jscotthamilton5809
      @jscotthamilton5809 Місяць тому +1

      Microphones can pick up speaker sounds, causing that nasty feedback squeal. Headsets dampen the feedback loop.

    • @RealVisionFinance
      @RealVisionFinance  Місяць тому

      Yep, the battle of the feedback squeal is real! Headsets to the rescue!

  • @EdAtoZ
    @EdAtoZ Місяць тому

    Is the EU still doing the deindustrialization policy ?

  • @slippinjimmy2569
    @slippinjimmy2569 Місяць тому

    Interesting that AI is considered as output. I'm sure some AI is useful, but how much is useless?

  • @jellyfish25439
    @jellyfish25439 Місяць тому

    Please stop negative news. Till 2030 no recession, why do you have to be so negative about every possible thing in existence?

  • @luke5976
    @luke5976 Місяць тому

    Can these financial justice warriors ever admit they were wrong?

  • @jordancave6987
    @jordancave6987 Місяць тому

    They'll be correct eventually, broken clocks and all

  • @moon3173
    @moon3173 Місяць тому

    my model says the next recession in 2028

    • @RealVisionFinance
      @RealVisionFinance  Місяць тому

      That's an interesting prediction! It's always good to stay informed about economic trends.

  • @moon3173
    @moon3173 Місяць тому

    probably robots and ai are already more productive than 10pc of human workers

    • @RealVisionFinance
      @RealVisionFinance  Місяць тому

      It's amazing to see how technology is advancing so rapidly!