The Q4 Business Cycle: Leads and Lags

As a Thanksgiving treat, we’re bringing all members one of our favorite Real Vision Plus pieces of the year. Enjoy.

In this episode, Julien Bittel, head of macro research at GMI, explains how the leading and lagging indicators for inflation, employment, liquidity, and more drive shifts in the business cycle and dictate market sentiment. Recorded on October 8, 2023.

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