The most recent #CPI data is now in and #inflation has once again come in below expectations. Risk-assets like #stocks an #Bitcoin have moved up in the short-term. However, does a #recession still loom in 2023? In this video we talk about the implications in the short-term for risk assets, and what still may lie ahead for us in 2023.
With the most recent report on unemployment, we can see that it ticked up slightly last month. However, wage inflation persists and the US economy remains strong. How will this affect the #Fed and risk assets moving forward? Let us discuss!
– TIMESTAMPS –
0:00 Intro
0:48 Where Is Inflation Coming From?
3:57 War
5:31 Climate Change
7:55 Jobs
10:37 Economic Inequality
13:11 How To Solve These Issues?
16:26 Outro
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📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
The job market is finally starting to soften up with the most recent report from the US Department of Labor. As job openings go down, it makes sense to assume that unemployment will start to rise. As that happens, we will likely find ourselves in a recession where the #Fed will be forced to do something. While we are not yet at that point, these are important considerations to think about with regards to managing your risk.
The most recent jobs report showed us that #unemployment fell to 3.5%. This is on par with the most recent low. The likely response by the #federalreserve is to remain hawkish because #inflation remains high. This will likely cause more pain in risk assets over months to come.
Thanks for jumping back into the macroverse! In this video we talk about #unemployment, #recessions, and #stock market bottoms. Will the stock market bottom during the #recession like usual? Is #unemployment about to go up due to the #Fed raising interest rates into an #economy that is slowing down? Let me know what you think will happen in the comments!
Do recessions in the United States always follow periods of high inflation? In this video we take a look at prior periods of high inflation to understand what occurred after and its implications on the #stock market. In this video we talk about #stocks, #recessions, #inflation, #unemployment, and the #Fed. What do you think of jumping into the macroverse? Let me know in the comments!
This week Real Vision’s James Helliwell uses best-in-class data to look at whether the current growth scare in commodity markets will mean that the Fed can dial back its rate-hiking commitments. The market has been lowering the terminal rate and bringing forward the next rate cuts, but the Fed still needs to get inflation under control. But will they flinch before then? If they do, then they may be storing even more inflationary problems for the future.
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With the most recent US Jobs Report coming in much hotter than expected, it has many market participants wondering how this might affect the #Fed’s plans to raise interest rates. Generally speaking, good economic news during a period of high inflation may be seen as a bad thing as it allows the #Fed to remain hawkish and continue raising interest rates, by pointing to continued low unemployment.
– TIMESTAMPS –
0:00 Intro
1:24 Inflation Overview
3:09 Step 1 – Measure Personal Inflation
5:06 Step 2 – Identify Origin of Inflation
7:20 Step 3 – Cut Costs, Increase Income
12:36 Step 4 – Investments
17:23 Step 5 – Account For Context
20:42 Outro
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📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
