AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
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.
25:21
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
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.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode