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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.
Macro & market analyst Darius Dale returns for Part 2 of our interview with him, in which he forecasts how the recession he predicts in Q4 will impact the stock and bond markets. In short, he expects a new low in equities while bonds, at least sovereign bonds like US Treasurys, should rise in price.