The cyclical rotation of asset markets is ongoing and  the Manufacturing sector seems to be improving by the month.  The consensus is getting very upbeat on the US growth picture but what about China and Europe? Is the Rest of the World ready to beat expectations  and do you own enough commodities in case? Find our research at https://stenoresearch.com/ The FREE newsletter is found at https://stenoresearch.com/free Guest of the week: Tracy Shuchart of https://hilltowerresourceadvisors.com/ Remember to go to www.stenoresearch.com - 14 day free trial. Hosts: Andreas Steno & Mikkel Rosenvold. If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah #economics  #trading   #interestrate #useconomy #macroeconomy #cryptocurrency  #crypto  #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding  #redsea  #podcast    #economy  #banking