Economic Resets and the Timing of Capital Allocation

Last time Vincent Deluard was on Talking Markets, he made the case for a March correction (which he also flagged in his December report, 'Beware the Ides of March.') Nailed it... So, what does the Director of Global Macro Strategy at StoneX Group have for us this time? He sits down with Maggie Lake to discuss why he thinks stocks may be due for a rebound before a sideways summer and a bloody fall. Also up for discussion: where he sees bond yields going, the impact of tariffs, and the continued indomitability of the US consumer. You can follow Vincent on X here: https://x.com/vincentdeluard Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.