US Slowdown: Weather, Strikes, or Something Else?

Featuring Julian Brigden

In this presentation by MI2 Partners, Julian Brigden explains why the weakness in economic data is not due to the weather. This in-depth presentation digs into the data of the QE-driven shale oil boom, and the knock-on effects of the oil bubble burst moving forward.

Published on
21 April, 2015
Topic
Soft Commodities, US Economy, US Dollar
Duration
36 minutes
Asset class
Bonds/Rates/Credit, Commodities, Equities
Rating
8

Comments

  • CA

    Craig A.

    14 1 2017 14:50

    0       0

    Craig Allen
    Looking back at his predictions on his videos, seems to be doing a damn good job. Thanks for helping the little guys

  • MA

    Melanie A.

    24 1 2016 01:46

    1       0

    Great presentation packed with information. Love the use of slides and the summary, how to use the info etc at end. Thank you Julian and RV.

  • TJ

    Terry J.

    5 5 2015 09:39

    1       0

    Incredibly powerful insights from Julian. Where else can you get so much valuable information so concisely!

  • DF

    Dominic F.

    27 4 2015 23:44

    4       0

    Fantastic, fluid presentation. Its not easy to talk to a camera for that long with all that information. Nice job :-)

  • CT

    Claudia T.

    27 4 2015 18:47

    5       0

    Great that he is using charts to explain his points and thinking. Very helpful.

  • FC

    FRED C.

    25 4 2015 16:02

    4       0

    Great video good to see information that i can use vs some of the videos where folks talk of 30 yrs ago vs looking forward. More like these. Correlations were awesome and informative. Thanks

  • FC

    FRED C.

    25 4 2015 16:01

    1       0

    Great video good to see information that i can use vs some of the videos where folks pontificate and talk of 30 yrs ago vs looking forward. More like these. Correlations were awesome and informative.

  • RM

    Ryan M.

    25 4 2015 12:34

    1       0

    Lift Off Cancelled. TLT to the moon.

  • WM

    Will M.

    24 4 2015 19:57

    1       0

    Good presentation of various correlations. Enjoyed it.

  • Hv

    Henrik v.

    23 4 2015 14:37

    2       0

    I believe he means a correction in Yields in the final comment. In fixed income markets they speak in yield terms, so yields down, price up.

  • JC

    Joel C.

    23 4 2015 12:51

    0       0

    be great to get clarification on the bond view.. expecting a correction (final comment in video) and yet believe FED will delay hikes and also bullish on US/EU 10yr spread contraction?

  • sp

    shashwat p.

    23 4 2015 02:39

    0       2

    Man, cant wait for QE 4... 5..... 6...... 7.... 8 ..... 9....... 10 etc.

  • KS

    Kathleen S.

    21 4 2015 21:57

    5       0

    Love this guy!

  • RF

    Richard F.

    21 4 2015 21:24

    7       0

    An interesting examination of some correlations and possible future scenarios.
    Rather tinny sound quality made the piece a little hard to listen to.

  • TH

    Tim H.

    21 4 2015 20:18

    5       1

    Guess it depends on whether S&P 500 company is exporter/importer, Kevin. Next two months v important, latest Retail Sales were huge disappointment at 1.3% - after this was filmd I believe?

  • RF

    Raoul F.

    21 4 2015 18:23

    25       0

    Fantastic video. More like this please.

  • KT

    Kevin T.

    21 4 2015 16:21

    3       4

    He seemed to contradict himself a few times. Strong dollar is bad for S&P 500, but also weak dollar is bad for S&P 500? He likes US bonds but ends by saying he expects them to "correct". Correct = up?