Macro Voices
MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
Jun 6, 2024
ECRI co-founder, Lakshman Achuthan discusses growth, sticky inflation, precious metals, and energy prices. They dive into global industrial growth outlook, inflation trends, secular inflation cycles, EIA inventory analysis, OPEC Plus decision, crude oil trading, market analysis of oil, S&P 500, key indicators, uranium market, Treasury note breakout, and sponsor mentions.
55:02
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Quick takeaways
- Global industrial growth upturn expected in late 2023, impacting international inflation pressures positively.
- China's evolving role in global industrial growth and trade, showing constructive outlook in industrial and export sectors by end of 2023.
Deep dives
Global Industrial Growth Upturn Call and its Implications
The podcast episode discusses the global industrial growth upturn call made by ECRI co-founder, Lakshman Achuthan. In late 2023, a call was made anticipating a rise in industrial production growth for major economies, indicating a recovery in industrial activities. This upturn is expected to lead to rising demand in industrial activity, impacting global trade positively, but it may also contribute to increased international inflation pressures.
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