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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Global Industrial Growth Outlook and Inflation Trends
02:29 • 30min
Secular Inflation Cycles and Economic Decision-making
32:02 • 7min
Analysis of EIA Inventory, OPEC Plus Decision, and Crude Oil Trading
39:13 • 2min
Market Analysis of Oil, S&P 500, and Key Indicators
41:20 • 8min
Market Analysis: Uranium Trust Discount and Treasury Note Breakout
49:40 • 2min
Wrap-up of Research Roundup and Sponsor Mentions
51:28 • 3min