AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Marko Papic: Game Over For The Oil Bulls
The Macro Trading Floor
I Think They Are More Backward Looking Than They Have Ever Been in History
We have a few early signals when it comes to initial claims, but it's not a strong signal. I think they will need to see actual unemployment figures going up in conjunction with the non fom pay rules report on a monthly basis. And if you look at typical lead lag patterns between a consumer surveys and the unemployment rate then we arestill two, three months away from that point. They want to see month on month on going down to syropon, antosyra, whatever, in a couple of months in a row before really turning. And that will be too late. i subscribe, fully subscribed to this view, whicher masclines willre the post section
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode