Thoughtful Money with Adam Taggart
Here's The Latest Outlook From Lacy Hunt, Luke Gromen, Lyn Alden + A Dozen Other Experts
Mar 18, 2025
An online conference unveiled gripping insights from a star-studded lineup of economic experts. Key discussions revolved around the Federal Reserve's struggles with inflation targets and the mounting pressures of national debt. Investors were advised to navigate market volatility, especially with small-cap stocks and rising demand for precious metals. Strategies for emotional resilience in investing were highlighted, along with the importance of disciplined wealth growth through asset protection and future economic trends.
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Quick takeaways
- Economic challenges driven by significant trends like rising tariffs and fiscal policies indicate a potential recession by 2026.
- Amid U.S. market struggles, international equities and high-quality assets are recommended as attractive investment opportunities.
Deep dives
Economic Convergence and Recession Risks
A convergence of five critical economic trends is presenting significant challenges to growth and increasing the risk of recession in the near future. Factors such as monetary conditions, U.S. fiscal policy, a substantial debt overhang, rising tariffs, and demographic shifts are collectively signaling a weakening economy, particularly through the first half of 2026. Experts suggest that while higher tariffs might raise prices in some sectors, a broader disinflationary trend is likely to persist, creating unfavorable business conditions. As these factors intertwine, the transition to recovery is expected to be neither quick nor smooth.
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