Real Vision: Finance & Investing

The Q4 Business Cycle: Leads and Lags

Nov 23, 2023
The podcast discusses the leading and lagging indicators for inflation, employment, liquidity, and more, and how they drive shifts in the business cycle and dictate market sentiment. It explores the seasonality of the S&P 500 and semiconductors ETF in Q4, the current economic cycle, late cycle indicators, bank lending standards, business cycle and inflation expectations, rising growth momentum and liquidity injection, and factors for stock market success in Q4.
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1
Introduction
00:00 • 3min
2
Seasonality and Business Cycle
02:45 • 14min
3
Analyzing the Current Economic Cycle and Late Cycle Indicators
16:49 • 2min
4
Bank lending standards and their impact on the business cycle
18:29 • 16min
5
The Business Cycle and Inflation Expectations
34:27 • 2min
6
Rising Growth Momentum and Liquidity Injection
36:54 • 15min
7
Factors for Stock Market Success in Q4
52:05 • 2min