⚠️🇺🇸#economy #markets #us #election #warning
after the assassination attempt on Trump, the odds of his victory skyrocketed.
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#opinion Trump's promise of tariffs and deportations could pop the stock market bubble if he wins a 2nd term — Capital Economics
Trump’s policies would trigger a recession by mid-2025 — FT
Trumponomics would not be as bad as most expect — Economist
here’s a rundown of some of Trump’s proposals — read more
after the assassination attempt on Trump, the odds of his victory skyrocketed.
————————————
#opinion Trump's promise of tariffs and deportations could pop the stock market bubble if he wins a 2nd term — Capital Economics
Trump’s policies would trigger a recession by mid-2025 — FT
Trumponomics would not be as bad as most expect — Economist
here’s a rundown of some of Trump’s proposals — read more
⚠️🇺🇸#inflation #us #macro
current US inflation dynamics are very similar to those of 1966-1983.
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the Fed's greatest fear is the resurgence of inflation, akin to the 1970s.
Kenneth Rogoff (who predicted the 2008 financial crisis ): another bout of inflation could occur sooner than markets expect — read more
current US inflation dynamics are very similar to those of 1966-1983.
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the Fed's greatest fear is the resurgence of inflation, akin to the 1970s.
Kenneth Rogoff (who predicted the 2008 financial crisis ): another bout of inflation could occur sooner than markets expect — read more
Forwarded from Scorpi18 | Investment Adviser
🇺🇸#stcoks #us #monetarypolicy
Morgan: historically, high-quality growth stocks tend to outperform cyclical stocks during a Fed rate cut cycle.
🧐 I have no idea how they calculated it. Anyone interested can clarify this with the author (M.Wilson@morganstanley.com) and don't forget to share the information in the Scorpi18|Conversation chat.
Morgan: historically, high-quality growth stocks tend to outperform cyclical stocks during a Fed rate cut cycle.
🧐 I have no idea how they calculated it. Anyone interested can clarify this with the author (M.Wilson@morganstanley.com) and don't forget to share the information in the Scorpi18|Conversation chat.
🇺🇸#stocks #us #opinion
SocGen: history shows that extremely concentrated markets tend to precede crashes, as occurred during the run-up to the 2007- 2008 global financial crisis and the 2022 bear market. There is no reason why this time would be any different — read more
SocGen: history shows that extremely concentrated markets tend to precede crashes, as occurred during the run-up to the 2007- 2008 global financial crisis and the 2022 bear market. There is no reason why this time would be any different — read more
Forwarded from Scorpi18 | Investment Adviser
🇺🇸#stocks #us #monetarypolicy #history
Goldman: markets are anticipating an imminent rate cut by the Fed. Historically, the S&P 500 rises 10% in the 12 months following the first rate cut. However, if the US economy enters a recession during this period, the index typically falls by an average of 15%.
Scorpi18 | Investment Adviser
Goldman: markets are anticipating an imminent rate cut by the Fed. Historically, the S&P 500 rises 10% in the 12 months following the first rate cut. However, if the US economy enters a recession during this period, the index typically falls by an average of 15%.
Scorpi18 | Investment Adviser