The US Is On The Edge Of Recession (Again)

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The US Is On The Edge Of Recession (Again)

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Ай бұрын

🔥 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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Пікірлер: 36

@RealVisionFinance Ай бұрын

🔥 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 Ай бұрын

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

@mwilliamson4198 Ай бұрын

That's less than stansberry and wealthion lol

@andreassteno5717 Ай бұрын

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

@orioles7023 Ай бұрын

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

@lawLess-fs1qx Ай бұрын

where did the daily Briefing go. Miss you Ash.

@jameswalker366 Ай бұрын

A broken clock is right once a day

@frasman4eva Ай бұрын

Twice actually

@int_pro Ай бұрын

More Cowbell!

@RealVisionFinance Ай бұрын

Thanks for watching!

@carbonfibercrypto2919 Ай бұрын

RIP Europa

@daneracamosa Ай бұрын

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

@firstlast8258 Ай бұрын

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

@argarcia281 Ай бұрын

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.

@marcz6653 Ай бұрын

The middle class is stable and working class is not.

@coop-us7tp Ай бұрын

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

@RealVisionFinance Ай бұрын

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

@jellyfish25439 Ай бұрын

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

@EdAtoZ Ай бұрын

Is the EU still doing the deindustrialization policy ?

@slippinjimmy2569 Ай бұрын

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

@tybowesformerlygoat-x7760 Ай бұрын

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

@jscotthamilton5809 Ай бұрын

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

@RealVisionFinance Ай бұрын

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

@luke5976 Ай бұрын

Can these financial justice warriors ever admit they were wrong?

@jordancave6987 Ай бұрын

They'll be correct eventually, broken clocks and all

@RealVisionFinance Ай бұрын

Thanks for watching!

@moon3173 Ай бұрын

my model says the next recession in 2028

@RealVisionFinance Ай бұрын

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

@moon3173 Ай бұрын

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

@RealVisionFinance Ай бұрын

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