Episode 622
Atlanta Fed has the US already in recession for Q1
WorldWide Markets with Simon Brown · JustOneLap.com
March 11, 202519m 58s
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Show Notes
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.
- 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'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.
- Possible VAT increase; lack of innovative fiscal strategies.
- Previous reliance on gold reserves for financial stability.
- Discussion on potential economic impacts.
- Revenue up 21%, HEPS up 27%, dividend up 17%.
- Expanding into fintech with PayJustNow and FinChoice.
- Liquidity concerns despite strong financial performance.
- 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.
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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?