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Real Vision: Finance & Investing

The U.S. Makes Its Comeback w/ Andreas Steno Larsen

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 24 February 2024

⏱️ 24 minutes

🧾️ Download transcript

Summary

🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai 🔥 Kraken Pro delivers industry-leading security, 24/7 support, and unparalleled liquidity for advanced crypto traders. Experience it today at https://krakenpro.app.link/CryptoGathering2024 🔥 Polkadot is the original and leading layer 0 blockchain with over 2,000+ developers. The Polkadot 2.0 upgrade will be a massive accelerator for the ecosystem. Join the community at https://polkadot.network/ecosystem/community/ Andreas Steno Larsen’s macro regime indicator suggests that the U.S. economy boasts broader economic strength, with liquidity and growth both on the rise and inflation falling. Today, he takes a look at the data to assess where inflation could be heading in 2024. Kraken Pro delivers industry-leading security, 24/7 support, and unparalleled liquidity for advanced crypto traders — Experience it today at https://krakenpro.app.link/CryptoGathering  Polkadot is the original and leading layer-0 blockchain with over 2,000+ developers. The Polkadot 2.0 upgrade will be a massive accelerator for the ecosystem. Join the community at https://polkadot.network/ecosystem/community/ Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Hi, on the 5th and 6th of June 2024, I'll be speaking at the largest AI events in Asia,

0:06.7

Super AI in Singapore, and the iconic Marina Bay Sands. Alongside, alongside brilliant minds like Edward Snowden, Benedict Devon and

0:15.4

Balaji Shrinovasan, I'll be on a stage exploring the extraordinary potential of AI and

0:21.2

the profound change it represents not just for financial markets

0:24.7

but also for the world as we know it. With over 5,000 attendees and over 150 side

0:31.4

events Singapore will become a vibrant hub for a full week from the 3rd and 9th of June.

0:37.0

Visit super AI.com to register and join me with 20% off ticketstickets using the code Real Vision.

0:44.1

Use the link in the description,

0:46.1

and I'll see you there.

0:47.2

It's going to be incredible. The signals are telling me that the US economy is reaccelerating.

1:00.9

Welcome to this edition of Steno signals.. My name is Soresteno and I'm glad to be back here at the platform weekend and week out with my macro views and also ultimately a discussion on how to trade these macro views.

1:16.1

This theme of a re-acceleration of the US economy is one that has been basically been discussed over the course of the autumn at Real Vision.

1:26.0

And I think Raoul Pal has been on top of this re-acceleration in the liquidity and macro cycle that we've seen lately.

1:34.0

So I'll spend some time today on elaborating why we see this re-acceleration of the economic cycle,

1:40.0

and whether it will break havoc with the views of the US Federal Reserve,

1:47.0

are they expecting growth to decelerate here?

1:50.0

And will this re-acceleration of the cycle break havoc with their plans to cut interest rates?

1:55.3

I guess that's one of the key questions for 2024 now.

1:58.4

But if we do get the gross domestic product of the United States, we've had two consecutive quarters of substantial

2:06.4

positive surprises. Both the third and the fourth quarter basically delivered

2:11.8

extreme growth in my humble opinion relative to expectations

2:15.6

and it seems like the economy is actually accelerating even from that outset

...

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