This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in the future, and much more. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/13soXH2F5Zv1f3SvJO6Oj5D7d1gtdBFEJ/view?usp=drive_link
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Timestamps:
(00:00) Introduction
(01:14) China & Economic Stimulus
(08:11) The World is Changing
(12:26) Oil Market
(15:45) Unpacking the Labor Market
(23:27) Permissionless Ad
(24:04) Interview Continues
(25:15) Central Bank Politics
(27:16) GDP & GDI
(32:26) Global Liquidity & Equity Multiples
(38:26) Things to be Worried About
(45:40) Main Takeaways
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup | Forward Guidance podcast - Listen or read transcript on Metacast
