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#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank

Macro Mondays

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Introduction

The chapter begins with an introduction and anticipation of the guest, followed by a discussion on recent economic trends in the manufacturing sector and the potential disconnect between manufacturing and services. The host also shares their main thesis and predictions for a likely recession next year, and analyzes the consequences for the yield curve and factors contributing to a curve steepening.

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