Summary of Recession Is Inescapable, Charts Show | Tavi Costa

00:00:00 - 00:50:00

In this video, Tavi Costa discusses the current recession and how charts show that it is inevitable. He also discusses opportunities in the market, including in silver.

• 00:00:00 The video features charts which show that the global economy is headed into recession, with Liquidity being withdrawn from markets, and interest rates rising. Tavi Costa from crescott capital gives his assessment of the current state of the global economy, and how it's headed for a recession.
• 00:05:00 The video discusses the economic recession, which is evident in the falling shipping rates and the CPI index trend. It also points out that the commodity market is cyclical, and that the current conditions are not the only problem. The manufacturing sector has decreased in importance, and this is a sign of a more globalized economy.
• 00:10:00 The video discusses how the recession is inevitable, based on charts showing that economic activity has been declining for a long time. The recession will likely affect the consumer, as incomes and savings rates are low, and inflation is not outpacing wages. Furthermore, corporate earnings are high, but the dollar is moving lower, potentially affecting future earnings.
• 00:15:00 In this video, Tavi Costa discusses how falling consumer demand is going to have a negative impact on earnings and the overall economy. He also predicts the onset of a vicious stagflationary environment.
• 00:20:00 The video discusses how, in the context of an inflationary economy, consumers are at a breaking point, real wages are falling, and saving rates are plummeting. The presenter feels that, in developed economies, this will lead to further pain, in particular for those who have taken advantage of globalization.
• 00:25:00 The author of the video discusses the current recession and how it is inevitable due to the cost of living and the rise in prices of goods. He also points out that the recession will have a negative effect on consumer spending, corporate profits, and GNOME Farm payrolls.
• 00:30:00 The video discusses how global economic conditions are poor, with earnings revisions not matching the value of the dollar. The unemployment rate is also increasing, which suggests that the economy is in worse shape than previously thought. In addition, charts show that the dollar has appreciated rapidly in recent years and that corporate earnings revisions have not caught up. This suggests that markets will likely decline in the future.
• 00:35:00 In this video, Tavi Costa discusses the recession and how the Federal Reserve is continuing to hike rates in order to suppress the cost of capital. He also discusses the potential for more fracture lines around the world and how the Fed is trying to bring inflation under control. He concludes by discussing whether the Fed is more likely to succeed in achieving its inflation goals, or if inflation will eventually rise above the Fed's desired levels.
• 00:40:00 The author of the video points out that the US recession is likely to continue, as evidenced by charts which show that credit spreads (a measure of risk) have not yet moved in response to rising interest rates. He also predicts that the corporate bond market will break first, causing widespread financial instability.
• 00:45:00 Tavi Costa, an expert in the silver market, discusses the current recession and how charts show it is inevitable. He also discusses opportunities in the market, including in silver.
• 00:50:00 The presenter discusses the charts and how the recession is inevitable.