SI293: Market Outlook for the Rest of 2024 & EOY S&P500 level ft. Cem Karsan
Top Traders Unplugged
Introduction
Exploring the impact of the current stagflationary environment on global markets, analyzing recent economic indicators such as GDP and CPI, and discussing the need for a broader perspective on market adjustments.
Today, I'm joined by Cem Karsan to discuss how speculations in markets affect the economy and Cem presents his view on the current state of global macro as well as a forecast for the rest of the year. How do conflicts around the world affect the global economy and why does Cem believe that we are going into a “dangerous period”? Why does Cem believe options are key to making profit from different scenarios and outcomes and what are the possibilities of seeing US rate cuts later this year? We also discuss how the U.S election will impact the economy and where Cem believes the equity markets will finish the year and much more.
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Episode TimeStamps:
00:47 - What has been on our radar recently?
02:22 - What is the talk of the town in the vol space at the moment?
03:11 - Industry performance update
05:27 - Q1: What is Cem's view on the impact of call speculation on the VIX?
12:17 - Cem's perspective on the current state of global macro
18:09 - Important market development recently?
31:40 - Making profit from different scenarios
35:48 - The structure of markets
42:23 - Are rate cuts coming?
48:10 - How the U.S election will change the economic narrative
53:32 - The pros and cons of a win for Trump
56:49 - Thanks for listening
Copyright © 2024 – CMC AG – All Rights Reserved
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