The Debt Ceiling Drama is Approaching
The Macro Trading Floor
The Euro Against the Dollar: Is Germany in a Recession?
Factory orders and retail sales numbers from Germany look bad, with factory orders down 10% in March/nNo plausible explanation has been offered for this decline, and it hasn't been seen outside of recessions/nThere are concerns that Germany may be heading into a recession/nDespite institutional PMs believing Europe is shielded from global economic stresses, the speaker is convinced that Europe will underperform relative to current prices/nThe Euro vs. dollar exchange rate was discussed in previous macro episodes
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
