The Charts YOU NEED TO KNOW This Week - Macro Monday

🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3MMeRfQ. Andreas Steno Larsen, founder and CEO of Steno Research, is back for another episode of Macro Mondays with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to analyze U.S. construction, UK CPI numbers, and Chinese copper markets. They also dig into dollar liquidity and what recent geopolitical events mean for the economy. Recorded on June 21, 2024.

Timestamps:
00:00 - Sponsor: Token2049
01:06 - Introduction and overview of topics
01:41 - Discussion on US retail sales and construction
02:18 - Insights on US construction sector and weather impacts
05:41 - Analysis of real estate market in the US and Sweden
08:11 - Impact of interest rate cuts in Sweden and Canada
09:23 - Immigration and its effect on the US real estate market
09:56 - Analysis of German electricity consumption and industrial production
11:54 - Overview of real-time congestion data in the US
12:25 - Discussion on Chinese copper consumption and strategic reserves
15:40 - Concerns over the future outlook for copper
16:47 - Promotion of Real Vision Community
17:25 - Examination of UK CPI numbers and political implications
19:55 - Discussion on UK election dynamics and immigration issues
21:22 - Analysis of UK political landscape and electorate focus
22:21 - Soundbite of the week on layoffs in Silicon Valley
22:53 - Meme of the week on US software developer employment
24:38 - Call to action for audience engagement
25:09 - Discussion on US dollar liquidity and QE light scenario
29:33 - Analysis of US budget deficit and upcoming election debate
32:05 - Actionable content on equity sectors sensitive to liquidity
33:16 - Insights on crypto market, specifically Bitcoin and Ethereum
34:54 - Upcoming coverage on German and French elections
35:55 - Meme of the week on the Petro dollar agreement
37:40 - Overview of the live trading portfolio on Steno Research
40:45 - Discussion on short and long trades post-Mexican election

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