6 min listen
The Places We Could Go
ratings:
Length:
16 minutes
Released:
Apr 25, 2023
Format:
Podcast episode
Description
Before getting into the US$ discussion, three quick things. First, despite strong US data in Q1 and Q2, the US still appears headed for a slowdown later this year. As shown below, many longer-horizon leading indicators point in that direction. Excess household savings are also being run down and should be 60%-70% depleted by the end of the year. Stable copper prices are one exception but its usefulness as a business cycle indicator is affected by China’s reopening and the copper intensity of the energy transition. Click here for a chart collection on these leading indicators.
Released:
Apr 25, 2023
Format:
Podcast episode
Titles in the series (94)
Private equity forecast: plenty of dry powder by Eye On The Market