EPISODE · Mar 11, 2025 · 19 MIN
Atlanta Fed has the US already in recession for Q1
from WorldWide Markets with Simon Brown · host www.JustOneLap.com
The Atlanta Fed's GDP Forecast The Atlanta Fed GDPNow predicts a -2.4% GDP contraction for Q1 2025. Market uncertainty due to tariffs and economic policy concerns. Corporate travel and consumer bookings showing signs of weakness as Delta Airlines downgrades their expectations from mid January. Market Reactions and Sell-Offs Nasdaq and S&P had their worst single-day drops since 2022. Major stocks like Nvidia, ASML, and CrowdStrike seeing significant declines. Bitcoin at $81,000 amid broader market volatility. Europe as a Potential Investment Opportunity Europe's economic stimulus: Germany announces a €500B package. ETFs to consider: EURO STOXX 50 (SYGEU) vs. MSCI Europe Industrial Sector. Potential for growth in industrial and defense sectors. Euro Stoxx 50 | Weekly | 12 March 2025 Just One Lap Turns 14 Founded in 2011 to provide online financial education. Reflection on the platform's growth and community support. South African Budget Review Possible VAT increase; lack of innovative fiscal strategies. Previous reliance on gold reserves for financial stability. Discussion on potential economic impacts. HomeChoice International Results Revenue up 21%, HEPS up 27%, dividend up 17%. Expanding into fintech with PayJustNow and FinChoice. Liquidity concerns despite strong financial performance. Two-Pot Retirement Withdrawals - Where Did the Money Go? Initial claims suggested debt repayment, but data suggests spending. Increased vehicle sales, hospitality sector growth (e.g., Spur, Sun International). Implications for long-term financial planning. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Economic Outlook: Recession Predictions and Market Reactions 09:07 Investing in Europe: Opportunities and ETFs 12:07 Celebrating 14 Years of Just One Lap 13:20 Budget Analysis: VAT Increase and Economic Innovation 15:09 Home Choice International: Business Performance and Liquidity Challenges 18:19 Consumer Spending Trends: Where Did the Money Go?
What this episode covers
The Atlanta Fed's GDP Forecast The Atlanta Fed GDPNow predicts a -2.4% GDP contraction for Q1 2025. Market uncertainty due to tariffs and economic policy concerns. Corporate travel and consumer bookings showing signs of weakness as Delta Airlines downgrades their expectations from mid January. Market Reactions and Sell-Offs Nasdaq and S&P had their worst single-day drops since 2022. Major stocks like Nvidia, ASML, and CrowdStrike seeing significant declines. Bitcoin at $81,000 amid broader market volatility. Europe as a Potential Investment Opportunity Europe's economic stimulus: Germany announces a €500B package. ETFs to consider: EURO STOXX 50 (SYGEU) vs. MSCI Europe Industrial Sector. Potential for growth in industrial and defense sectors. Euro Stoxx 50 | Weekly | 12 March 2025 Just One Lap Turns 14 Founded in 2011 to provide online financial education. Reflection on the platform's growth and community support. South African Budget Review Possible VAT increase; lack of innovative fiscal strategies. Previous reliance on gold reserves for financial stability. Discussion on potential economic impacts. HomeChoice International Results Revenue up 21%, HEPS up 27%, dividend up 17%. Expanding into fintech with PayJustNow and FinChoice. Liquidity concerns despite strong financial performance. Two-Pot Retirement Withdrawals - Where Did the Money Go? Initial claims suggested debt repayment, but data suggests spending. Increased vehicle sales, hospitality sector growth (e.g., Spur, Sun International). Implications for long-term financial planning. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Economic Outlook: Recession Predictions and Market Reactions 09:07 Investing in Europe: Opportunities and ETFs 12:07 Celebrating 14 Years of Just One Lap 13:20 Budget Analysis: VAT Increase and Economic Innovation 15:09 Home Choice International: Business Performance and Liquidity Challenges 18:19 Consumer Spending Trends: Where Did the Money Go?
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Atlanta Fed has the US already in recession for Q1
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