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Wild & Unexpected Predictions for 2025

The Loonie Hour

CHAPTER

Market Dynamics and Economic Risks

This chapter explores the current state of equity markets, highlighting the risks posed by high household equity exposure and its potential impact on consumer spending and GDP growth. The discussion delves into wealth disparities, the implications of a K-shaped recovery, and the resilience of GDP amidst volatile equity prices. Additionally, it forecasts economic challenges in Europe, particularly Germany, and analyzes the potential consequences of low probability events on global financial markets.

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