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25min chapter
20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster
Monetary Matters with Jack Farley
Economic Predictions and Market Dynamics
This chapter explores the current economic outlook, emphasizing the historical implications of tariffs and their potential to instigate a global trade war. It examines the overvaluation trends in the stock market, particularly within the S&P 500, and forecasts a substantial market correction driven by various economic factors. Additionally, the discussion highlights the intricate relationships between currency fluctuations, interest rates, and the Federal Reserve's monetary policy in shaping future market conditions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode