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Tian Yang: Schrödinger’s Recession - U.S. Economy In A Balancing Act?
Manage episode 445623445 series 2964597
Wealthion’s Andrew Brill sits down with Variant Perception’s CEO, Tian Yang, to unpack his intriguing concept of a “Schrödinger’s Recession,” where the U.S. economy continues growing despite traditional recessionary signals flashing red. Tian also explains why the Fed’s preemptive rate cuts were the right move and how resilient household balance sheets have helped the economy avoid a downturn. He also discusses China’s economic struggles, recent stimulus measures, and why the latest Chinese market rally may be short-lived. Are these factors enough to keep the U.S. on track for a soft landing?
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4dVbptU
Chapters:
00:58 - Tian Yang’s Approach to Macro & US Economic Outlook
04:27 - Schrödinger’s Recession Explained
06:16 - Why Haven’t We Entered a Recession?
10:46 - Consumer Behaviour & The Fed’s Preemptive Rate Cuts: A Smart Move?
16:04 - Soft Landing: Are We Already There?
18:27 - Was the Fed’s Rate Cut Enough?
22:56 - Another Fed Rate Cut in November?
25:42 - Bond Market Signals and Yield Curve Inversion
28:32 - Should You Invest in Bonds Now?
33:06 - China’s Economic Struggles & Global Impact
37:20 - China’s Stimulus: Not Enough?
39:08 - Trading the Chinese Market Rally
42:08 - Gold and Commodities: Time to Invest?
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Economy #SchrodingersRecession #FedRateCuts #USEconomy #TianYang #ChinaEconomy #China #GlobalMarkets #SoftLanding #Investing #Finance #Recession #MarketTrends #EconomicOutlook #Money #Bonds #Gold
Learn more about your ad choices. Visit megaphone.fm/adchoices
854 episode
Manage episode 445623445 series 2964597
Wealthion’s Andrew Brill sits down with Variant Perception’s CEO, Tian Yang, to unpack his intriguing concept of a “Schrödinger’s Recession,” where the U.S. economy continues growing despite traditional recessionary signals flashing red. Tian also explains why the Fed’s preemptive rate cuts were the right move and how resilient household balance sheets have helped the economy avoid a downturn. He also discusses China’s economic struggles, recent stimulus measures, and why the latest Chinese market rally may be short-lived. Are these factors enough to keep the U.S. on track for a soft landing?
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4dVbptU
Chapters:
00:58 - Tian Yang’s Approach to Macro & US Economic Outlook
04:27 - Schrödinger’s Recession Explained
06:16 - Why Haven’t We Entered a Recession?
10:46 - Consumer Behaviour & The Fed’s Preemptive Rate Cuts: A Smart Move?
16:04 - Soft Landing: Are We Already There?
18:27 - Was the Fed’s Rate Cut Enough?
22:56 - Another Fed Rate Cut in November?
25:42 - Bond Market Signals and Yield Curve Inversion
28:32 - Should You Invest in Bonds Now?
33:06 - China’s Economic Struggles & Global Impact
37:20 - China’s Stimulus: Not Enough?
39:08 - Trading the Chinese Market Rally
42:08 - Gold and Commodities: Time to Invest?
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Economy #SchrodingersRecession #FedRateCuts #USEconomy #TianYang #ChinaEconomy #China #GlobalMarkets #SoftLanding #Investing #Finance #Recession #MarketTrends #EconomicOutlook #Money #Bonds #Gold
Learn more about your ad choices. Visit megaphone.fm/adchoices
854 episode
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