Macro & markets analyst Darius Dale returns for Part 2 of our interview with him. Darius thinks stocks could run up through the rest of the year, and bonds fall, before these trends reverse in H1 2024 as a recession finally arrives.
There are only 3 months left in 2023.
With interest rates higher than they’ve been in over 20 years, many analysts and economists have expected the economy – and then the markets – to buckle under the higher cost of debt. After all, we have 6x the total public debt as we did that last time interest rates were this high.
The last time today’s guest expert was on this channel, he warned that rising interest rates would cause a surge in the debt service cost on America’s national debt — and that THAT would perhaps be the destabilizing trigger that would “break something” and force a policy pivot by the Federal Reserve.
Stocks and bonds are range-bound right now. Is the recovery from the swoon in August fizzling out? Or are assets just consolidating & preparing to power higher for the remainder of the year? (as recent technical analysis expert Sven Henrich predicts)
Here in Part 2 of our interview with technical analyst Sven Henrich of NorthmanTrader.com, Sven reveals his predicted outlook for the markets. We also discuss the rising concern of social unrest, as the trajectory of current monetary & fiscal policy worsens the wealth divide and risks mounting frustration as the prospects of the bottom 90% continue to diminish.
The price action in financial markets has largely ignored fundamentals all year so far.
In the midst of the current slowdown in housing market, more scrutiny is falling on short term rentals.
Macro analyst Stephanie Pomboy returns in this Part 2 of our interview with her, where she explains why she predicts a painful recession ahead as well as a substantial haircut — possibly as much as 50% or more — for financial assets in the coming year or so.
Macro analyst Luke Gromen returns for Part 2 of our interview with him on the unfolding sovereign debt crisis & the likelihood of recession, which he sees as “inevitable” — largely due to higher oil prices and the collapsing commercial real estate market.