Macro Mondays Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe
Feb 11, 2024
Economic analyst and commentator, Mikael Sarwe, joins the hosts to discuss the US recession, the impacts of Donald Trump's return to the White House on Ukraine and the stock market, Brazil's current events and market implications, credit risk in China and Mexico, the confusing start to the year for the economy and stock market, recent events in New York Community Bank, and speculating on the Bank of Japan's interest rate moves and currency trading.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Stock Market, Trump's Re-Election, and the Conflict in Ukraine
04:45 • 11min
Current Events in Brazil and their Impact on the Market
15:48 • 2min
Credit Risk, China, Mexico, and Introduction of Guest
18:13 • 4min
The Confusing Start to the Year
22:11 • 24min
Recent Events in New York Community Bank and Federal Reserve Monitoring
46:07 • 8min
Speculating on the Bank of Japan's Interest Rate Moves and Currency Trading
54:06 • 3min