What About Growth?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 1 December 2022

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Institute of Supply Management’s gauge of manufacturing activity declined for the fifth month out of the last six in November and slipped below 50 for the first time since May 2020, another sign that growth is slowing in the U.S. As investors look forward to Friday’s jobs report, initial claims for unemployment insurance reached 1.6 million during the week ended Nov. 19, the highest level in a year. Weston Nakamura welcomes Daniel Lacalle, the chief economist at Tressis, to talk about growth in the U.S. and abroad as central bankers continue to strike appropriate policy responses. We also hear from Geo Chen, the author of the Fidenza Macro blog, who explains why whoever replaces Haruhiko Kuroda as the governor of the Bank of Japan will be forced to hike rates sooner rather than later. Watch Geo Chen’s full presentation here: https://rvtv.io/3H0XR36. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode is brought to you by Shopify.
0:03.0	That's what I hear when I make another sale on Shopify.
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0:12.0	Shopify is revolutionising millions of businesses worldwide.
0:17.0	So sign up for a £1 per month trial period at Shopify.co.uk
0:23.0	Ask podcast 23 all lowercase and take your business to the next level today.
0:36.0	Our policy makers finally changing their tune.
0:40.0	Welcome to the real vision daily briefing.
0:42.0	It's Thursday December 1st, 2022.
0:45.0	I'm Wesson Nakamura.
0:46.0	And I'm joined today by Daniel Leco from Chief Economist at Tresses.
0:51.0	Just before we get started, just a quick reminder, live chat function on the real vision site, temporarily down.
0:56.0	So please just drop your questions in the comment section of the real vision website in the live chat on YouTube or just tweet us at our Twitter handle, real vision.
1:05.0	And on a separate programming note, we will be taking a look at individual single stocks on Monday.
1:11.0	So please drop comments with some stock names and tickers that we should take a look at to respond to you on Monday.
1:19.0	So yeah, welcome back to real vision. How are you, sir?
1:22.0	Very well. Thank you very much. It's a great pleasure to be here again.
1:27.0	Yes, pleasure is all mine.
1:29.0	I do feel kind of awkward sitting here right now as you're in Spain.
1:33.0	I'm in Japan and we're coming off of a World Cup in which Japan has just upset.
1:39.0	Which in the other better team.
1:42.0	But I'm not going to mention the World Cup.
	...

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