Real Vision: Finance & Investing
The U.S. Makes Its Comeback w/ Andreas Steno Larsen
Feb 24, 2024
The podcast explores the US economy's comeback with a focus on broader economic strength, growth, and falling inflation. Topics include semiconductor shipments, loan demand, job reports, non-farm payroll analysis, inflation recalibration, interest rate outlook, and global supply chain disruptions.
26:36
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Quick takeaways
- The US economy shows signs of strength with rising liquidity, growth, and falling inflation, indicating a positive cyclical momentum.
- Annual revisions to inflation index factors, especially housing costs, could delay disinflation and lead to favorable rate cut conditions.
Deep dives
US Economy Re-Acceleration
The podcast delves into the re-acceleration of the US economy, citing positive surprises in the GDP over consecutive quarters and indicators like increased semiconductor exports from South Korea to the US as early signals of improving manufacturing cycles. The discussion also highlights a shift in credit demand due to eased financial conditions and signals a turnaround in the manufacturing sector, suggesting the economy's positive momentum from a cyclical perspective.
