The Global Macro Litmus Test — Live with Paul Hodges

Published on
October 16th, 2020
60 minutes

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The Global Macro Litmus Test — Live with Paul Hodges

Live ·
Featuring Paul Hodges

Published on: October 16th, 2020 • Duration: 60 minutes

Paul Hodges returns to Real Vision to update Plus and Pro members on his outlook for the global economy. Based on his findings in the October 2020 issue of “The pH Report”, Paul Hodges and Max Wiethe will explore what the chemical industry is signaling for the health of the global economy, Hodges’s outlook for oil markets, political risks and uncertainty surrounding the US election and Brexit, and an update on what to expect from China’s 14th 5-year plan. Here's a link to the chart deck:


  • DS
    David S.
    19 October 2020 @ 20:45
    Love to see and hear from Mr. Hodges anytime. I hope he continues presenting on RV even though he is graciously giving us written updates. IMO the one major caveat is the US fiscal stimulus markedly distorted all the US data. The consumer spending charts as well as the stock market would have tanked without the stimulus. Now they will tank without a sizeable new stimulus as congress and the administration are all playing the fiddle in the theater of the absurd. DLS
  • MS
    Martin S.
    19 October 2020 @ 18:53
    Great interview Max. Paul is fountain of knowledge. Look forward to report.
    • MW
      Max W. | Real Vision
      19 October 2020 @ 19:10
      Thanks Martin. I did want to clarify what you will be getting in terms of reports... I just published his New Normal Insights, which is different than the report mentioned in the piece and is $250/year for a shorter weekly update. The report we were discussing in this interview is his flagship product, The pH Report, which costs $10,000/year. Paul's customers would rightly be upset if it ended up here. I'm fortunate enough to be on his list of free readers because of my position at Real Vision and I love to read it every time it comes out, but I do not have permission to publish it here. On a quarterly basis The pH Report also covers the auto market in a special section and Paul has graciously offered to give Plus and Pro members this section of the report as they come out. The next autos update will be in November.