The Business Cycle Is Sending a Strange Signal w/ Andreas Steno & Mikkel Rosenvold | Macro Mondays
Real VisionAndreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreasโ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup. Let Monarch do your financial 'spring cleaning' for you!ย Use code REALVISION at Monarch.com to get your first year half off at just $50. ๐ฅ Get ๐๐ฅ๐๐ ๐๐๐๐๐ฆ๐ฆ to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Monarch Sponsor 01:23 - CPI Preview: Is Inflation Falling Faster Than Expected? 02:11 - Why Tariff Refunds Could Keep US Inflation Low 06:28 - Oil, Hormuz, and Why the Energy Shock Looks Over 10:21 - Fed Rate Hikes: Is Kevin Warsh Misreading the Inflation Setup? 13:22 - Jobs, Growth, and the World Cup Hangover 15:33 - Is the US Business Cycle Approaching a Peak? 19:17 - South Korea Semiconductor Exports: The AI Signal to Watch 21:19 - Why Slower AI Growth Could Still Be Bullish for Chip Stocks 23:33 - Hyperscaler CapEx: When Does the AI Spending Boom Actually Slow? Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. About Real Visionโข: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Visionโข Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram LinkedIn: https://rvtv.io/linkedin ๐ Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Music license ID: WJ6TRPVHFD #macromondays #macro #markets #investing #realvision #mikkelrosenvold #andreassteno #stenoresearch #federalreserve #kevinwarsh #businesscycle #interestrates #markets #finance