Macro Mondays #64 - Was the H1 Rebound a fake?

Macro Mondays

Andreas Steno Larsen द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Andreas Steno Larsen या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

15d ago 33:42

MP3•एपिसोड होम

We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs?

We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too.

Check out the episode on youtube to see the videos & memes we look at.
Remember to check out the links below.
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68 एपिसोडस

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