In this latest installment of Real-Time with Jordi Visser, Jordi starts by evaluating the latest market signals regarding the banking sector post-SVB.
In this video, Jordi evaluates the current state of the US economy on the global stage. He highlights the confusing cross-currents of economic data: some showing recession signals while others hold steady. Jordi contrasts the economic and inflation slowdown in the US economy with strengthening metrics out of China. Jordi believes this trend has been captured in dollar moves over the past several weeks, and continued dollar weakness will be a story in the coming period. Finally, Jordi points to the importance of the debt ceiling debate and how the current US economy, politics and demographics may make this a significant event by June/July.
About These Videos: Our market videos seek to provide a data-focused interpretation of the market's most critical developments. Real-Time with Jordi Visser is a recurring series produced by our President and CIO based on his macro views. The purpose of his series is to isolate macroeconomic indicators ("green marbles") that are telling the true story of the market, rather than relying on the narratives or stories often portrayed as news. Jordi is a unique thinker and tends to publish these videos during market dislocations/regime shifts when he sees areas where his views differ from consensus sentiment.
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