Macro Mondays #64 - Was the H1 Rebound a fake?

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...