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Macro Mondays
Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
Jun 17, 2024
Exploring rise in copper consumption in China due to electric vehicles and renewable energy. French cuisine, US inflation, freight rates, and copper analysts discussed. Contrasting UK and European inflation with focus on wage growth post-Brexit. Analysis of Tesla's position in EV market and market investment strategies. Significance of macro regime indicator and listener feedback on stock market forecasts. Discussion on long-term commitment, Solana tattoo, cryptocurrency cycle, and humorous meme comparisons.
39:02
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Quick takeaways
- US inflation trends are under scrutiny with soft numbers impacting outlooks, potentially prompting a revision in Federal Reserve forecasts.
- Political upheaval in France due to surprise legislative elections could challenge economic reforms amid uncertainties and shifts in European politics.
Deep dives
Copper Consumption in China Amidst EV and Construction Trends
Following an initial surge in copper consumption in China, driven by the rise in EV, solar panel, and wind turbine production, recent tariffs imposed by the US and the EU have dampened export momentum. China's construction sector is experiencing a significant downturn, reminiscent of 2008 levels, despite being a major consumer of global copper supply, accounting for 50% of total consumption.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode