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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Discussion on UK election and global political events
01:32 • 2min
Global Election Results and Political Impacts
03:21 • 18min
Analyzing Economic Indicators and Recession Predictions
20:59 • 12min
Analysis of US political narrative and macro regime shifts
33:15 • 3min
Analysis of Asset Allocation and Macro Regimes Impact on Commodity Trading
36:19 • 4min