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Macro Mondays
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.
33:42
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Quick takeaways
- The manufacturing rebound observed in early 2024 may be misleading, driven by temporary factors such as China tariffs rather than genuine economic strength.
- The anticipated September market dynamics suggest a long position on the US dollar, as historical trends indicate potential underperformance in gold, silver, and equities.
Deep dives
Token 2049: A Major Crypto Event
The upcoming Token 2049 event in Singapore is set to attract over 20,000 attendees and features leading figures in the cryptocurrency space, including Balaji Srinivasan and Anatoli from Solana. Scheduled for September 18th and 19th, this event will transform Singapore into a crypto hub with more than 500 associated activities across the week. The significance of this event is magnified by its coincidence with the Formula 1 Grand Prix weekend, which is sure to draw additional attention. Discounted tickets are available, highlighting the event’s accessibility for enthusiasts and professionals alike.
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Discover
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