KAMALANOMICS: How The Economy Works (w/ Kamala Harris) | Macro Mondays

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw. Kamala Harris would like to win the nomination. How would the markets react to her presidency? What would her Kamalanomics look like?

Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, the company's partner and head of geopolitics. They break down what Joe Biden stepping aside means for the global economy before digging into the Chinese economy, copper markets, and equity rotations. Plus, they share their 12-18 month macro framework. Recorded on July 22, 2024.

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Timestamps:
(00:00) - Sponsor: Token2049
(01:01) - Introduction
(01:33) - Biden Drops Out
(02:59) - Biden Endorses Harris
(03:32) - Harris vs. Trump
(04:59) - Impact on Congressional Vote
(05:59) - Potential Red Sweep
(07:01) - Harris's Economic Policies
(09:01) - Harris's Economic Philosophy
(10:01) - Big Tech's Influence
(11:45) - Big Tech and Trump
(12:12) - Stock Rotation
(13:29) - Earnings Gap
(14:41) - Normalization Signs
(15:15) - Xi Jinping's Health
(16:14) - Chinese Political Communication
(17:54) - China's Economic Plans
(18:57) - China's Rate Cut
(19:27) - Rate Cuts and Currency Impact
(20:42) - China's Exports
(21:13) - Macro and Geopolitical Research
(22:01) - Harris and Venn Diagrams
(23:44) - Macro Predictions
(24:24) - Economic Indicators
(25:30) - Liquidity Conditions
(27:18) - Reverse Repo Facility
(28:32) - Treasury General Account
(29:10) - Mortgage Refinancing
(30:10) - Bitcoin as Liquidity Indicator
(31:23) - Economic Acceleration
(32:24) - Profit Expectations
(33:41) - Profit Cycles and Employment
(34:18) - Commodity Valuation
(34:52) - China's Metal Consumption
(35:34) - China's Economic Policies
(36:44) - Copper Exports
(37:18) - PCA Tool Analysis
(38:40) - UK Construction and Currency
(39:32) - Macro Regime Indicator
(40:06) - Liquidity and Growth Trends
(40:32) - Show Wrap-Up


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