Category: forecast
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Bridgewater Outlook
Bridgewater Identify the Major Issues Facing Investors in the Years Ahead,” the speakers discuss various challenges investors will encounter in the coming years, including the sustainability of US exceptionalism, the US dollar’s strength, long-term bonds, Artificial Intelligence (AI), and China’s economy. US exceptionalism, driven by factors such as a large domestic market, responsive government policies, and…
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With Flying Colors…
The spectacular results of the Federal Reserve’s stress tests on the eight largest banks. Every single one of the top 31 banks passed the tests despite holding more consumer credit card loans and corporate debt, with elevated delinquency rates and retail giants reporting that consumers are tapped out. The Fed also performed an exploratory analysis…
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Fed Cuts?
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America’s Economy
“Why JPMorgan CEO Jamie Dimon Is Skeptical of an Economic Soft Landing | WSJ” YouTube video interview, Dimon expresses his concerns about the economic outlook, citing potential inflation, higher interest rates, and geopolitical tensions as significant threats. He is cautious about a soft landing and shares his thoughts on the infrastructure bill and Jerome Powell’s…
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Russia’s Plans
General Richard Shirreff, a retired British military commander and former second-in-command at NATO, discusses his early warnings about Russian expansion and the potential threat it poses to European nations. He published a book in 2016 titled “War with Russia,” which depicted Russia invading the Baltics, and recounts the skepticism he faced when the book was…
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2024 Predictions
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Real Estate Trainwreck?
Chris Whalen’s YouTube video titled “Commercial Real Estate ‘Trainwreck’ Will Hit Banking System In 2024,” the banking expert discusses the challenges facing the banking industry due to commercial real estate loans. Whalen predicts that losses from commercial real estate workouts could impact bank earnings significantly. He compares the current situation to the oil patch crisis in…
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Rising vs Falling Prices. Existing vs New Construction
Worth the 11 Minutes!
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Gundlach’s 2024 Predictions
Jeffrey Gundlach discusses the most surprising things he observed in 2023. He was surprised by the continuation of the market’s momentum in consumer spending despite the high interest rates on credit cards. He also commented on the surprising drop in the commodity price complex, including the issue with the Mid-East oil and the slowing global…
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CPI and PPI Market Reactions
Some excellent analysis by Russell Rhoads https://russellrhoads.substack.com/p/cpi-ppi-plus-big-box-retail-earnings