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China Stimulus & Fed Cuts: Will It Be Enough? | Jeremy Schwartz
Oct 1, 2024
Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, discusses significant economic shifts as China ramps up stimulus efforts and the Fed implements rate cuts. They delve into whether these actions can stave off recession and analyze stock market valuations. Schwartz expresses skepticism about the effectiveness of China's measures and highlights geopolitical concerns, notably surrounding Taiwan and the Middle East. He recommends commodities like oil as a hedge against these uncertainties while also evaluating the tech sector's evolving landscape.
42:05
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Quick takeaways
- China's recent stimulus and interest rate cuts generate immediate market optimism, yet long-term efficacy remains questioned due to geopolitical tensions.
- The U.S. economy's growth rate coupled with Fed's interest rate adjustments highlights the delicate balance needed to avoid recession and stabilize markets.
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