

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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Semiconductor Shipments Surge and Economic Trends Improve
02:39 • 6min
In-depth Analysis of Non-Farm Payroll Numbers and Seasonal Adjustments
08:58 • 2min
In-depth Analysis of January Job Report and Inflation Index Recalibration
10:34 • 4min
US Economy Liquidity and Interest Rate Outlook
14:11 • 9min