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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

CHAPTER

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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