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Bull vs. Bear: Who Has the Economy Right?

Bull vs. Bear: Who Has the Economy Right?

FromThe Breakdown


Bull vs. Bear: Who Has the Economy Right?

FromThe Breakdown

ratings:
Length:
24 minutes
Released:
Jun 25, 2020
Format:
Podcast episode

Description

The economy is nothing if not confounding right now.  Across every domain, from real estate to oil to retail, there are bull signals and bear signals.  In this episode, NLW looks at those signals in the following areas: Markets - strong stock recovery vs. growth in cash deposits Employment - growth in jobs vs. persistent continuing jobless claims Retail - growth in foot traffic vs. demand destruction Oil - growth in demand (but not in economically productive diesel) Real estate - surge in mortgage applications vs. worst home sales since 2010 Dollar - declining confidence vs. there is no alternative  COVID-19 - reduced death rates in the U.S. vs. growing caseload What’s the answer? Is this just a narrative mirage recovery? Listen and find out.
Released:
Jun 25, 2020
Format:
Podcast episode

Titles in the series (100)

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of The Breakdown Network.