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. This is the biggest Black Friday discount we’ve offered. Right now, we’re giving you a 50% discount across all Real Vision membership tiers, and members get to apply their existing membership credits as an additional discount. Learn how to upgrade here: realvision.com/earlyblackfriday Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Understand the complex world of finance, business, and the global economy with real in-depth analysis from real experts. We unlock access to the leading financial minds in the world to provide unbiased, in-depth analysis from real experts. The Real Vision podcast features our flagship series, the Daily Briefing, which includes market analysis every weekday after US markets close and before Asian markets open. Subscribe today and get the best expert analysis for free. Brought to you from Real Vision.