Real Vision | Is The Fed Driving Us OFF a Cliff? Macro Mondays @RealVisionFinance | Uploaded October 2024 | Updated October 2024, 3 hours ago.
π₯ Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to bit.ly/4etFe5M.
Andreas Steno Larsen, Real Vision's senior markets editor and the managing partner of Steno Research, is back with the latest Macro Mondays, looking at the state of the US labor market following the blowout report, how this might affect what the Fed will do, recent liquidity stress, China's continued frenzy and critical inflation data coming later this week. Recorded on Monday, October 7.
π₯ This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to bit.ly/4etFe5M
Timestamps:
00:00 β Sponsor
01:19 β Labor Market Report Analysis and Election Year Trends
03:03 β Election Year Seasonality and Labor Market Catch-Up Effect
04:52 β Labor Market Sector Breakdown
06:24 β Job Creation in the Service Sector and Government Jobs
06:59 β Revisions to Previous Non-Farm Payroll Reports
07:36 β Annual Rolling Revisions and Cooling Labor Market
08:11 β Federal Reserveβs Path to Interest Rate Cuts
08:48 β Forward-Looking Indicators for the Labor Market
09:29 β Consumer Confidence and Job Market Trends
10:00 β Divergence Between Manufacturing and Services
11:06 β Impact of Manufacturing and Services Spread on Markets
11:45 β US Yield Curve and ISM Manufacturing Predictions
12:23 β Stimulatory Effects of Yield Drops on Manufacturers
12:51 β Manufacturing Rebound and Future Market Returns
13:28 β Federal Reserveβs Rate Cuts and Stimulative Environment
14:06 β Liquidity Stress and Repo Market Spreads
15:24 β Federal Reserveβs Approach to Liquidity Stress
17:08 β Discount Window and Liquidity-Adding Facilities
18:18 β Treasury Liquidity Additions and Debt Ceiling Impact
18:56 β Bullish Signals from Rate Cuts and Liquidity Injections
19:31 β Chinaβs Economic Stimulus and Market Reactions
20:07 β US Retail Flow into Chinese Assets and Stimulus Needs
21:24 β Impact of Chinese Equity Stimulus on Market Cap
22:34 β Difference Between Financial Economy and Real Economy Stimulus
23:06 β Intangibles vs. Tangibles in Stimulus-Driven Markets
23:38 β Upcoming US Inflation Release and Market Expectations
24:11 β Likelihood of Higher-Than-Expected Inflation in September
24:47 β Probability Mapping of Rising Growth and Inflation
25:21 β Potential βUp, Up, Upβ Scenario: Inflation, Liquidity, and Growth
25:55 β Federal Reserve Cutting into an Okay Economy
26:33 β Closing Remarks and Next Weekβs Macro Monday Preview
π ππ’ππ‘ Real Vision for FREE rvtv.io/3Y4t5Pw
About Real Visionβ’:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
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#macro #markets #economy #fed #usjobs #jobsreport #payrolls #macro #stimulus #powell #rates #liquidity #china #pmi #elections #uselection #trump #harris #pmi #equities #bonds #yield #ratecuts #labor #macromondays #realvision #raoulpal
#realvision #macroinsights #macro #macroeconomics #financialliteracy #financialeducation #financialmarkets #money #inflation #fed #cpi #useconomy #markets #stockmarket #equities #stocks #bonds #gold #btc #bitcoin
Connect with Real Visionβ’ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: π₯ rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
π₯ Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to bit.ly/4etFe5M.
Andreas Steno Larsen, Real Vision's senior markets editor and the managing partner of Steno Research, is back with the latest Macro Mondays, looking at the state of the US labor market following the blowout report, how this might affect what the Fed will do, recent liquidity stress, China's continued frenzy and critical inflation data coming later this week. Recorded on Monday, October 7.
π₯ This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to bit.ly/4etFe5M
Timestamps:
00:00 β Sponsor
01:19 β Labor Market Report Analysis and Election Year Trends
03:03 β Election Year Seasonality and Labor Market Catch-Up Effect
04:52 β Labor Market Sector Breakdown
06:24 β Job Creation in the Service Sector and Government Jobs
06:59 β Revisions to Previous Non-Farm Payroll Reports
07:36 β Annual Rolling Revisions and Cooling Labor Market
08:11 β Federal Reserveβs Path to Interest Rate Cuts
08:48 β Forward-Looking Indicators for the Labor Market
09:29 β Consumer Confidence and Job Market Trends
10:00 β Divergence Between Manufacturing and Services
11:06 β Impact of Manufacturing and Services Spread on Markets
11:45 β US Yield Curve and ISM Manufacturing Predictions
12:23 β Stimulatory Effects of Yield Drops on Manufacturers
12:51 β Manufacturing Rebound and Future Market Returns
13:28 β Federal Reserveβs Rate Cuts and Stimulative Environment
14:06 β Liquidity Stress and Repo Market Spreads
15:24 β Federal Reserveβs Approach to Liquidity Stress
17:08 β Discount Window and Liquidity-Adding Facilities
18:18 β Treasury Liquidity Additions and Debt Ceiling Impact
18:56 β Bullish Signals from Rate Cuts and Liquidity Injections
19:31 β Chinaβs Economic Stimulus and Market Reactions
20:07 β US Retail Flow into Chinese Assets and Stimulus Needs
21:24 β Impact of Chinese Equity Stimulus on Market Cap
22:34 β Difference Between Financial Economy and Real Economy Stimulus
23:06 β Intangibles vs. Tangibles in Stimulus-Driven Markets
23:38 β Upcoming US Inflation Release and Market Expectations
24:11 β Likelihood of Higher-Than-Expected Inflation in September
24:47 β Probability Mapping of Rising Growth and Inflation
25:21 β Potential βUp, Up, Upβ Scenario: Inflation, Liquidity, and Growth
25:55 β Federal Reserve Cutting into an Okay Economy
26:33 β Closing Remarks and Next Weekβs Macro Monday Preview
π ππ’ππ‘ Real Vision for FREE rvtv.io/3Y4t5Pw
About Real Visionβ’:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision rvtv.io/3Y4t5Pw
#macro #markets #economy #fed #usjobs #jobsreport #payrolls #macro #stimulus #powell #rates #liquidity #china #pmi #elections #uselection #trump #harris #pmi #equities #bonds #yield #ratecuts #labor #macromondays #realvision #raoulpal
#realvision #macroinsights #macro #macroeconomics #financialliteracy #financialeducation #financialmarkets #money #inflation #fed #cpi #useconomy #markets #stockmarket #equities #stocks #bonds #gold #btc #bitcoin
Connect with Real Visionβ’ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: π₯ rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
