- Was the H1 Rebound a fake?..."}],["$","meta","5",{"property":"og:url","content":"https://podwise.ai/dashboard/episodes/1763823"}],["$","meta","6",{"property":"og:site_name","content":"Podwise"}],["$","meta","7",{"property":"og:locale","content":"en_US"}],["$","meta","8",{"property":"og:image","content":"https://helper.podwise.ai/res/episodes-1763823-card.png"}],["$","meta","9",{"property":"og:type","content":"website"}],["$","meta","10",{"name":"twitter:card","content":"summary_large_image"}],["$","meta","11",{"name":"twitter:site","content":"@PodwiseHQ"}],["$","meta","12",{"name":"twitter:creator","content":"@PodwiseHQ"}],["$","meta","13",{"name":"twitter:title","content":"Macro Mondays #64 - Was the H1 Rebound a fake? | Macro Mondays | Podwise"}],["$","meta","14",{"name":"twitter:description","content":"Macro Mondays - Macro Mondays #64 - Was the H1 Rebound a fake?..."}],["$","meta","15",{"name":"twitter:image","content":"https://helper.podwise.ai/res/episodes-1763823-card.png"}],["$","link","16",{"rel":"icon","href":"https://podwise.ai/logo-circle.png"}]],"error":null,"digest":"$undefined"} 18:{"metadata":"$1f:metadata","error":null,"digest":"$undefined"} 21:T40c,

We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs?

We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too.

Check out the episode on youtube to see the videos & memes we look at.

Remember to check out the links below.

Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
15% Discount Code: realvision

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