There Will Be No Recession | Jonny Mathews
This interview with Jonny Mathews explores why he believes we aren\u2019t 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\u2019s seeing, hitting home run trades, and much more.\n__\nFollow Jonny Mathews on Twitter https://x.com/super_macro\nSubscribe to Super Macro at https://super-macro.com/\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n__\nTimestamps:\n(00:00) Introduction\n(00:45) Are We Headed For A Recession?\n(03:09) Income Growth Is Driving Consumption\n(05:45) Household Savings\n(07:44) Unemployment Will Moderate\n(15:40) Credit Markets\n(19:48) Permissionless Ad\n(20:48) Job Market Revisions\n(23:47) Opportunities In Fixed Income\n(27:32) Trading Interest Rates\n(30:53) Will Inflation Continue To Fall?\n(35:42) Labor Market Data\n(39:31) Opportunities In The UK\n(50:30) Home Run Trades\n(52:55) The Gold Market\n(55:33) China Outlook\n(01:01:24) S&P 500 Earnings\n(01:05:29) AI & Productivity\n(01:09:29) Super Macro Note\n(01:12:05) Jonny's Trading Experience\n(01:18:13) Stocks Over Bonds\n(01:20:27) Cumulative Personal Savings\n\n__\nDisclaimer: 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