Unlimited Macroeconomic Webinar July 2024

Bob Elliott
Bob Elliott
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Published 2024-07-16
Despite unexpected growth at the start of 2024, tighter interest rates appear to be initiating an economic slowdown. Our July Webinar explores the latest data on employment, labor markets, U.S. stock market trends, inflation, and Fed activity. We also review economic conditions across the developed world, including current conditions in China and Japan.
July 11 2024

#economy

0:00 Intro
1:03 Stronger for Longer – Unlimited View in Jan 2024
2:03 Shift in Economy and Growth Expectations
6:08 Consumption Measures of the U.S. Economy
9:43 Nominal Income and Nominal Spending Slowing
11:03 U.S. Stock Market Expectations
17:39 Latest Inflation Prints
22:23 Rents and Shelter Costs
24:20 Fed Expectations
28:03 Bond Supply
32:33 U.S. Dollar Global Liquidity
35:03 Global Central Banks
36:33 Japan
38:03 China
All Comments (13)
  • @DEValentine
    Thank you, Bob! I recently added to my HFND position. I value your informed perspective!
  • Very deep insight!
  • @nilsunger4190
    Great summary. Would be great if downloaden the slides would be possible.
  • @deseosuho
    We're definitely seeing late cycle macro signals all across the board. Equities tops tend to be within +/- 3 months of the first rate cut. Too early to sell yet but getting closer.
  • @MDX-ps1dx
    What's the most common winning investment strategy for a new beginner?
  • @MaxPower-11
    With respect to equity valuations… of course there’s always the third alternative: multiple expansion. The CAPE is already just a hair below a ridiculous 37x. With investors gulping down the AI coolaid as fast as the street is pouring, what’s there to stop it from going to 40x or 45x?
  • @santizd
    Hey Bob. How do you see the presidential race affecting expectations of growth in the stock market? And the late cycle economic environment?