Macro Mondays Macro Mondays #65 - Is this sell-off even worse?
Sep 9, 2024
The discussion dives into the recent market sell-off and what macro factors are driving this trend. Liquidity trends in the US and growth challenges in China hint at a deeper economic slump. They also tackle potential interest rate cuts in Europe alongside Nvidia's struggles in the evolving tech landscape. The implications of an upcoming US presidential debate on investment strategies are examined, along with the effects of price controls and gouging on essential goods. Finally, the significance of the Token 2049 event in Singapore is highlighted.
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