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Macro Mondays
Macro Mondays #56 - 3 recession indicators you need to watch
Jul 8, 2024
Exploring UK, French, & Iranian elections, the podcast also dives into recession indicators like ISM services report & non-farm payrolls. The hosts discuss political impacts on the US economy, analyzing asset allocation, commodity trading, and macro regime shifts in a captivating Election Bonanza episode.
39:53
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Quick takeaways
- Interpreting economic indicators like the ISM services report is crucial for anticipating potential recession scenarios.
- Shifts in political dynamics post-elections can impact market sentiments and influence policy directions in different countries.
Deep dives
Economic Outlook Amidst Recession Speculation
The podcast delves into the current economic landscape highlighting the recurring discussions around potential recession scenarios. Various economic indicators are scrutinized, including the ISM services report showing a significant drop, raising concerns. The conversation navigates through the complexities of interpreting these indicators, questioning the accuracy and reliability of the data amidst changing economic structures such as the gig economy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode