Cracks in the Economy

Welcome to the second episode of the MacroVisor Podcast.The podcast is aimed at bringing you thought on the financial markets - from the Big Picture “Macro” to the Fundamental “Micro”.In this episode we cover:* A look at the key economic data in 2023* Cracks forming in the economy and why it is important to monitor* ISM, M2 Money Supply, GDP, Retail Sales, UoM Inflation Expectations, Small and Medium Businesses, US Credit Default SwapsThank you for tuning in and wish you safe investing ahead! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com