Macro Mondays #64 - Was the H1 Rebound a fake?

Sep 3, 2024

The podcast dives into the intriguing rebound in manufacturing and questions if it's genuine or merely a result of temporary factors like tariffs. Experts analyze a challenging macro environment, suggesting a bleak outlook for September and its impact on oil-producing nations. There's a focus on market value gaps, sector performance, and OPEC's shifting influence in oil trading. The conversation highlights the complexities of investing in a low-growth landscape while navigating fluctuating economic indicators.

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Intro

00:00 • 2min

Market Rebounds and Economic Indicators

01:53 • 19min

Navigating the Downward Market Regime

20:45 • 2min

Analyzing Market Value Gaps and Sector Expensiveness

22:34 • 3min

Evaluating OPEC's Influence on Oil Trading

25:30 • 5min

Shifts in OPEC Influence and Market Predictions

30:43 • 3min