Real Vision: Finance & Investing Macro Mondays: Forecasting Markets in a Volatile World
Dec 16, 2024
Dive into the world of online trading, where the futures market is booming! The hosts discuss the latest inflation fears and China's stimulus plan, revealing its effects on global trade. They explore the migration of social media users and how it ties into market trends. Institutional strategies for year-end returns face uncertainty influenced by Chinese economic factors. Plus, get insights into the housing market's inflation impact and European political dynamics. Find out how online trading can open new doors!
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Episode notes
Massive Equity Inflows
- Equity inflows have been massive since the election, creating a crowded trade.
- This mirrors 2021's pattern, driven by institutional investors chasing benchmark returns.
Sector Opportunities
- Tech sector shows strong potential if the business cycle rebounds, indicated by the ISM.
- Materials sector offers an interesting entry point, lagging behind other sectors.
World Equity Indices
- South Korea's market looks cheap, but buying access is difficult due to restrictions.
- If a 2021-like scenario unfolds, non-US markets, like China and South Korea, offer better value.