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There Will Be No Recession | Jonny Mathews
Manage episode 438375652 series 3300108
This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely drive Q3 GDP higher, and why he thinks unemployment will moderate. We also discuss the market opportunities he’s seeing, hitting home run trades, and much more.
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Follow Jonny Mathews on Twitter https://x.com/super_macro
Subscribe to Super Macro at https://super-macro.com/
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) Introduction
(00:45) Are We Headed For A Recession?
(03:09) Income Growth Is Driving Consumption
(05:45) Household Savings
(07:44) Unemployment Will Moderate
(15:40) Credit Markets
(19:48) Permissionless Ad
(20:48) Job Market Revisions
(23:47) Opportunities In Fixed Income
(27:32) Trading Interest Rates
(30:53) Will Inflation Continue To Fall?
(35:42) Labor Market Data
(39:31) Opportunities In The UK
(50:30) Home Run Trades
(52:55) The Gold Market
(55:33) China Outlook
(01:01:24) S&P 500 Earnings
(01:05:29) AI & Productivity
(01:09:29) Super Macro Note
(01:12:05) Jonny's Trading Experience
(01:18:13) Stocks Over Bonds
(01:20:27) Cumulative Personal Savings
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
419 jaksoa
Manage episode 438375652 series 3300108
This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely drive Q3 GDP higher, and why he thinks unemployment will moderate. We also discuss the market opportunities he’s seeing, hitting home run trades, and much more.
__
Follow Jonny Mathews on Twitter https://x.com/super_macro
Subscribe to Super Macro at https://super-macro.com/
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Timestamps:
(00:00) Introduction
(00:45) Are We Headed For A Recession?
(03:09) Income Growth Is Driving Consumption
(05:45) Household Savings
(07:44) Unemployment Will Moderate
(15:40) Credit Markets
(19:48) Permissionless Ad
(20:48) Job Market Revisions
(23:47) Opportunities In Fixed Income
(27:32) Trading Interest Rates
(30:53) Will Inflation Continue To Fall?
(35:42) Labor Market Data
(39:31) Opportunities In The UK
(50:30) Home Run Trades
(52:55) The Gold Market
(55:33) China Outlook
(01:01:24) S&P 500 Earnings
(01:05:29) AI & Productivity
(01:09:29) Super Macro Note
(01:12:05) Jonny's Trading Experience
(01:18:13) Stocks Over Bonds
(01:20:27) Cumulative Personal Savings
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
419 jaksoa
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