The Jacob Shapiro Podcast Mr. Market Is Not Happy
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Feb 28, 2025 The hosts explore the tumultuous landscape of global markets and highlight the surprising resilience of Germany's economy. They discuss the shifting dynamics in U.S.-China trade relations and how certain international equities might offer growth amid domestic discontent. With insights into Europe's evolving stance on China and the implications of the Russia-Ukraine conflict, they touch on the end of President Trump’s economic honeymoon. Optimism lingers for China and Germany, despite overall market unease.
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Mr. Market's Mood
- Mr. Market is currently unhappy, signaling a potential shift in market sentiment.
- Risk assets are declining, while bond yields haven't reacted as strongly, suggesting stagflation concerns.
End of the Honeymoon Phase?
- The market may be exiting the Trump administration's honeymoon period, as policy contradictions start impacting the market.
- Rising CPI, increased tariffs, and strained international relations might be contributing factors.
International Opportunities
- Opportunities exist outside of large-cap US indices, particularly in international markets.
- Overweighting international markets has been successful and a rotation away from US large-cap stocks is observed.