Thoughtful Money with Adam Taggart Felix Zulauf: Expect A Wild Ride (Up & Down) In Markets From Here
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Dec 10, 2024 Felix Zulauf, a renowned investor known for his sharp market insights, shares his predictions for 2025, anticipating a turbulent ride with potential stock peaks followed by significant declines. He discusses global economic challenges, including trade policies and liquidity issues, warning of a corporate debt crisis. Geopolitical tensions, including the Thucydides Trap, raise flags for investors. Zulauf also emphasizes the importance of defensive strategies and tangible assets like gold, all while urging financial preparedness for upcoming shifts.
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Global Economic Outlook
- The global economy faces a complex, uncertain outlook, with China in a deflationary trap and Europe struggling with competitiveness.
- The US economy remains relatively strong, but policy changes under the new administration, particularly protectionist trade tariffs, pose significant risks.
Market Rollercoaster
- Felix Zulauf predicts 2025 will be a "roller coaster" year for markets, with a potential Q1 peak followed by a 15-20% correction.
- New highs may be reached before a more serious decline in late 2025 and 2026, contingent on policy decisions.
US Economy Strength
- The US economy's surprising strength is due to labor demand exceeding supply, unlike other major economies.
- Many near-retirement individuals left the workforce during the pandemic, creating a tight labor market and bolstering incomes.