3d:I[58016,["/_next/static/chunks/0jjo8hz~ewue4.js","/_next/static/chunks/0abq8zp15pmva.js","/_next/static/chunks/05gz47kazl1ze.js","/_next/static/chunks/139o5utivfajl.js","/_next/static/chunks/0a~e7k..h6jfc.js","/_next/static/chunks/0d1e9m2ig9v3v.js","/_next/static/chunks/0fg30bidui1gn.js","/_next/static/chunks/0rizq9ux3s1w3.js","/_next/static/chunks/0bbc2ioe2xmkf.js","/_next/static/chunks/0z7avafhgjcyr.js"],"ProcessEpisodeButton"] 3f:I[185,["/_next/static/chunks/0jjo8hz~ewue4.js","/_next/static/chunks/0abq8zp15pmva.js","/_next/static/chunks/05gz47kazl1ze.js","/_next/static/chunks/139o5utivfajl.js","/_next/static/chunks/0a~e7k..h6jfc.js","/_next/static/chunks/0d1e9m2ig9v3v.js","/_next/static/chunks/0fg30bidui1gn.js","/_next/static/chunks/0rizq9ux3s1w3.js","/_next/static/chunks/0bbc2ioe2xmkf.js","/_next/static/chunks/0z7avafhgjcyr.js"],"SendEmailButton"] 40:I[45269,["/_next/static/chunks/0jjo8hz~ewue4.js","/_next/static/chunks/0abq8zp15pmva.js","/_next/static/chunks/05gz47kazl1ze.js","/_next/static/chunks/139o5utivfajl.js","/_next/static/chunks/0a~e7k..h6jfc.js","/_next/static/chunks/0d1e9m2ig9v3v.js","/_next/static/chunks/0fg30bidui1gn.js","/_next/static/chunks/0rizq9ux3s1w3.js","/_next/static/chunks/0bbc2ioe2xmkf.js","/_next/static/chunks/0z7avafhgjcyr.js"],"SignupCTA"] 36:["$","svg",null,{"className":"w-4 h-4","fill":"none","stroke":"currentColor","viewBox":"0 0 24 24","children":["$","path",null,{"strokeLinecap":"round","strokeLinejoin":"round","strokeWidth":2,"d":"M8 7V3m8 4V3m-9 8h10M5 21h14a2 2 0 002-2V7a2 2 0 00-2-2H5a2 2 0 00-2 2v12a2 2 0 002 2z"}]}] 37:["$","time",null,{"dateTime":"2024-09-03T12:00:00.000Z","children":"Tue Sep 03 2024"}] 3e:T40c,

We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs?

We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too.

Check out the episode on youtube to see the videos & memes we look at.

Remember to check out the links below.

Token2049 week in Singapore - 16-22 September.
https://www.asia.token2049.com/tickets
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Macro Mondays #64 - Was the H1 Rebound a fake?