Macro Mondays #64 - Was the H1 Rebound a fake?
Description
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.
Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision
FREE macro newsletter - https://stenoresearch.com/free/
Find out more at www.stenoresearch.com/subscribe
Host: Andreas Steno & Mikkel Rosenvold
Find our Crypto coverage here -
https://stenoresearch.com/category/crypto-moves/
If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah
United States
