Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Disconnect Between the Brisk Rally and Risk Assets and the Recession
01:59 • 4min
The Negative GDP Print in the Great Recession
05:32 • 5min
The Recession Cycle and the Inflation Cycle
10:53 • 3min
The Cycles Tell Us About Inflation
13:55 • 3min
The Impact of COVID on Productivity Growth
17:08 • 4min
The Inflation Cycle Bottoms Around a Secular Downturn
21:08 • 6min
The Slowdown in the Service Sector
26:41 • 5min
The Cyclical Impulse in the Labor Market
31:15 • 3min
The YOLO Summer and the Global Industrial Sector
34:32 • 5min
The Economic Cycles Research Institute and the Institutional Audience
39:51 • 3min
Crude Oil: A New Post Pandemic Record
43:08 • 5min
The Stock Market Takes a Pause This Week
48:35 • 2min
The SPX Spot Price Is Trading Around 4470
50:55 • 5min
The VIX: A Signal of More Volatility
55:36 • 3min
Gold Futures Chart
58:21 • 4min
The 10 US Treasury Curve
01:02:36 • 4min
Macrovoices Research Roundup
01:06:11 • 3min