🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE [ Ссылка ]. Andreas and Mikkel are back for Macro Mondays... Andreas Steno Larsen, founder and CEO of Steno Research, is back alongside his co-host, Steno Research head of geopolitics Mikkel Rosenvold, for another episode of Macro Mondays. This time, Andreas and Mikkel examine whether a disappointing ISM report signals a looming recession for the U.S., what the French election results mean for the world economy, and more. Recorded on July 8, 2024.

Timestamps:
(00:04) Sponsor: Token2049
(01:02) US Recession Indicators
(02:04) UK Elections Impact
(03:21) UK Economic Sentiment
(04:07) Market Implications of UK Politics
(05:20) Bank of England's Role
(06:34) UK Real Wage Growth
(07:11) Join Real Vision Community
(07:45) UK Voting System and Reform
(09:20) Conservative Party Strategies
(10:16) French Elections Analysis
(11:19) French Public Spending
(13:08) EU Fiscal Discipline
(14:45) Future of French Politics
(16:21) Iranian Elections Impact
(17:27) Middle East Geopolitical Risks
(18:51) UK vs France Investment
(19:26) New UK Prime Minister Soundbite
(21:15) Market Impact of Recession Indicators
(23:13) Gig Economy Data Analysis
(24:56) Recession Roadmap
(26:02) Service Sector Recession Risk
(27:37) Tax Data as Indicator
(28:59) Electricity Output and Economy
(30:09) Credit Conditions Outlook
(31:24) Liquidity and Market Trends
(33:47) Meme of the Week
(35:20) Macro Regime Analysis
(38:08) Asian Economies and Metals
(39:44) Closing Remarks

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