Said on Jun 6, 2025, at 35:02 in the video.
“This is welcome news that makes it less likely we'll see a recession this year.”The direction of this call could not be determined with confidence, so it is held out of the score.
NBER-based recession indicator: Federal Reserve Bank of St. Louis via FRED, figures as first published. The shaded span is the window the call was checked over; grey bands are recessions.
The direction of this call could not be determined with confidence, so it is held out of the score.
sentiment among businesses as well as consumers. So, this is what I was talking about in the most recent episode that this is all lagging data and lagging sentiment. Things were really gloomy in the month of April for businesses. They didn't want to hire anyone. They felt like it was time to turtle in. But a lot of that sentiment has changed from from being very gloomy to now being far more optimistic. If you ask those very same business leaders, they feel a lot better because a lot of the the rates, a lot of the tariff rates have been lowered substantially. This is welcome news that makes it less likely we'll see a recession this year. Now, we also had the earnings report of Lululemon yesterday after market close. The stock is down 20%. Down $65. Let's go ahead and take a look at the reasons why directly from the management. We can bring this up on Qualrim. We have here a transcript summary. We have the company now growing revenue by 7% 8% on a constant currency. If that feels a little slow, 7% growth. That's because it is. Lululemon was growing really fast and now the growth is decelerating rapidly. Their guidance is now for 5 to seven and 7 to 8% growth in the 53rd week. They're basically
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Andrei JikhRecessionwill happen
“And throughout history, exploding oil prices have almost always come before a major recession.”
Mar 16, 2026 · after 1 year
Graham Stephan, relaying another source: Recession will rise
“That's why in Q2 of 2027 in this scenario, we are in a full-blown recession.”
Feb 27, 2026
Coin Bureau, relaying JPMorgan: a call under review
“JPMorgan's December outlook assigns a 35% probability to a US and global recession hitting in 2026.”
Dec 24, 2025
Coin Bureaua call under review
“This suggests that more states could soon face economic turmoil and this could in turn tip the US into a recession at the federal level.”
Nov 11, 2025
Andrei Jikha call with no clear direction
“The next recession won't be coming from student loans or subprime mortgages. Now, we know the next recession will come from subprime cheeseburger loans.”
Sep 2, 2025
Coin BureauRecessionwill fall
“The good news in this case is that it means liquidity is likely to continue rising indefinitely and that it will be very hard to have a recession.”
Aug 2, 2025 · after 1 year
