About this episode

Andreas Steno and Mikkel Rosenvold discuss the current economic conditions and the implications of a hot economy amidst slowing job growth and inflation.

Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:23 - CPI Preview: Is Inflation Falling Faster Than Expected? 01:11 - Why Tariff Refunds ...

People in this episode

Hosts: Andreas Steno, Mikkel Rosenvold

Topics covered

• economy
• business cycle
• inflation
• jobs growth
• Federal Reserve

Keywords

• economy
• inflation
• business cycle
• jobs growth
• Federal Reserve

Mentioned in this episode

Organizations: Real Vision

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