Unfortunately Richard is having work done on his boat and was unable to join the recording this morning, so once again it is just me. Normal service will hopefully resume next week. We have special sections on the problems with the Eurozone economy, Joe Biden’s proposed 2025 budget, whether PMI’s are useful, is UBER the new US unemployment benefit, US car insurance, Tesla, and whether the UK minimum wage is inflationary. Plus all the usual markets and economic data

Chapters
00:00:34 This week’s news
00:04:39 This week’s economic data
00:09:44 EU economic data
00:12:38 The problem with the Eurozone
00:15:54 US economic data
00:25:44 China economic data
00:27:43 One chart
00:29:32 The Biden administration’s proposed 2025 budget
00:34:31 Are PMI’s at all useful?
00:36:31 Is UBER the new US unemployment benefit?
00:41:08 US car insurance (again)
00:48:20 Is the UK minimum wage inflationary?
00:53:35 Inflation watch
01:00:02 Recession watch
01:02:24 Soft landing watch
01:04:47 Good news
01:05:50 Equity market checklist
01:10:33 Commodity summary
01:14:40 Industrial metals checklist
01:16:20 Precious metals
01:17:10 Bond yield and interest rates checklist
01:19:21 Concluding comments
01:20:09 Keith’s portfolio update

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