

The Recession Plot Thickens ft. Mikael Sarwe
11 snips Sep 24, 2023
Mikael Sarwe, head of equity strategy and quant at Nordea, discusses recession risks in the US, Europe, and China in an in-depth exploration. They examine indicators suggesting a recession, the impact of manufacturing and service sectors, the economic situation in Sweden, spike in commodity prices, viability of bonds as a hedge, equity performance and sector outlook, and the likelihood of a payroll recession and investment opportunities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Is the Economy Heading Towards a Recession?
02:21 • 6min
Analysis of Manufacturing and Service Sectors in the US Economy
08:46 • 3min
The Economic Situation in Sweden: A Sign of Global Downturn?
11:36 • 9min
Analysis of Spike in Commodity Prices and its Impact on the Economy
20:14 • 3min
The Viability of Bonds as a Hedge
22:47 • 15min
Equity Performance and Sector Outlook
37:28 • 19min
Likelihood of Payroll Recession and Investment Opportunities
56:13 • 3min