Dylan Smith, VP and Senior Economist at Rosenberg Research, joins Wealthion’s Andrew Brill to discuss the current state of the economy, the Fed’s next moves, and whether a recession is inevitable. Dylan also delves into the normalization of the post-pandemic labor market, the divergence between old-economy and green-economy commodities, risks and opportunities in markets like U.S. Treasuries, and much more.
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Timestamps:
00:56 - Fed Strategy, Economic Outlook & Labor Market Insights
09:03 - Can We Avoid a Recession?
12:02 - Is the Fed Too Late in Cutting Rates?
17:05 - Consumer Sentiment & the Stock Market Wealth Effect
26:38 - Opportunities in Treasuries & Safe Investment Strategies
31:23 - Recession-Proof Stocks & Thoughts on the Real Estate Sector
40:24 - Nvidia Earnings, AI Hype & Dylan’s Outlook on Global Commodities
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#Fed #EconomicOutlook #Recession #InterestRates #StockMarket #Investing #Treasuries #RealEstate #AI #Nvidia #Commodities #FinancialMarkets #MarketAnalysis #Economy #stocks #wealth #Finance #Money #Wealthion
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