GM56: Structural Shifts - A Threat to the Economy? ft. Frances Donald
Top Traders Unplugged
Introduction
Discussion on the shift towards supporting the supply side of the economy and the impact on inflation and economic growth. Introduction to the podcast 'Top Traders Unplugged'.
Frances Donald, Chief Economist and Strategist at Manulife Investment Management, joins Alan Dunne to discuss how the drivers of the economy and inflation are undergoing a structural shift and what this means for the economic outlook. We hear why Frances expects a recession in the US economy in 2024 and why the risks to her forecasts are on the downside. Frances outlines where she currently sees tactical opportunities in fixed income markets and why she expects equity markets to face headwinds as investors start to see “bad news as bad news” this year. The conversations delves into the big shift underway in the global economy, becoming more supply driven than demand driven and the implications this will have for inflation, monetary policy and fiscal policy over the medium term.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Alan on Twitter.
Follow Frances on LinkedIn.
Episode TimeStamps:
02:39 - Introduction to Frances Donald
06:39 - What caused a pivot from the central banks?
13:10 - Why were they wrong about their forecast?
20:43 - Where are the weak spots?
23:58 - Does recession calls even matter?
27:34 - Frances' outlook for the economy
39:21 - Are we heading into a structural shift?
51:04 - Will things change in the next administration?
53:33 - Are fixed income markets becoming more investable?
59:35 - Advice for the other investors
01:01:15 - Thanks for listening
Copyright © 2024 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
The AI-powered Podcast Player
