Macro Mondays
Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
Apr 7, 2024
Former CO-CIO of Bridgewater, Bob Elliot, discusses the fake business cycle signals, inflation assets in Q2, and overbought commodities. Topics include cyclical upswing, geopolitical situation, and portfolio news. Insightful analysis on economic trends, manufacturing recovery, and navigating commodities amidst geopolitical tensions.
39:31
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Quick takeaways
- Geopolitical tensions in the Middle East impact commodity investments favorably, highlighting silver as a promising trade opportunity.
- Norwegian Central Bank's FX policy changes may boost the Norwegian Krone, enhancing liquidity and affecting oil payments.
Deep dives
Middle East Stability Concerns
The podcast episode delves into the ongoing instability in the Middle East, particularly focusing on the actions of Netanyahu and the implications on regional support and stability. Despite hopes for a truce, the situation remains volatile, with perceptions shifting and potential consequences for the broader geopolitical landscape. There are indications of increased tensions and a return to historical animosities, highlighting a fragmented and uncertain future for the region.
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