Forward Guidance Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton
4 snips
Aug 28, 2023 Mike Singleton, an expert in business cycles and economic downturns, discusses various topics including the forthcoming recession, the best time to buy bonds, and the potential causes of an imminent economic downturn. The conversation also explores the correlation between credit spreads and the bond market, the composite PMI and its relationship with manufacturing and services, and the potential impacts of different economic policies on growth.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Macroeconomic Variables and Market Impact
02:07 • 17min
Timing for Buying Long-Term Government Bonds During a Recession
19:31 • 2min
Potential Causes of an Imminent Recession
21:38 • 21min
Interpreting Credit Spreads and Bond Market Signals
42:41 • 5min
Composite PMI, Manufacturing, and Services
47:11 • 21min
Exploring Economic Policies and Future Uncertainty
01:07:55 • 2min