Unlimited Monthly Macro Webinar May 2024
Рет қаралды 2,302
Күн бұрынStubborn inflation, income driven expansion and U.S. monetary policy are all factors in asset prices and financial markets. @BobEUnlimited discusses these and other global macroeconomic conditions in May 2024.
00:00 Intro
00:10 Nominal End Demand
02:24 Employment and Wage Growth
12:02 Income Led Expansion
20:08 Inflation
24:56 Financial markets and Pricing
34:43 Japan, Europe, and UK
36:53 Gold
49:50 Q&A
@69BillaBilla 12 сағат бұрын
World class. The best original content I’ve found on the internet in a long time
@ingeforberg 19 күн бұрын
Thank you for uploading Bob! Less than 1000 views is crazy considering all the free alpha!
@bruceaulabaugh 20 күн бұрын
Thanks Bob
@togoni 18 күн бұрын
Bob, charts are difficult to read.
@zbigniewtomczak4437 20 күн бұрын
Hey Bob! Do you think that your "income driven cycle" can be explain by aggregate dissaving? So for example the mechanism can explain like this: the millenial will inherit savings from their parents and is going to spend it. This will result in lowering of the saving pool of the population but increase economic activity. Is there any data to measure that? Thank.
@BobEUnlimited 20 күн бұрын
Not so much, savings rates have been relatively flat in recent years and not that much different than the level seen in previous cycle expansions. Think its more to do with asset prices rising than transfer payments.
@user-bv4px3rt8k 20 күн бұрын
1st
@bruceaulabaugh 20 күн бұрын
Equity markets are too high if long duration bond prices fall as inflation persists. Gold is a good diversifier.
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