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Thoughtful Money with Adam Taggart
Will A Market Correction Trigger A Recession? | Cameron Dawson
Feb 18, 2025
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, returns to share her sharp insights on market dynamics. She discusses the potential impacts of a declining stock market on U.S. consumer spending and the intricate relationship between inflation and GDP growth. Dawson delves into the risks associated with high yields and the significance of leveraging ratios in corporate profits. With a focus on asset allocation strategies and the role of alternative assets, she emphasizes turning market volatility into opportunity while navigating economic uncertainties.
01:12:30
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Quick takeaways
- A potential market correction could trigger a negative feedback loop, impacting high-income consumer spending and increasing unemployment.
- Despite recession predictions, global economic resilience is expected due to a tight labor market and ongoing capital investments in the US.
Deep dives
Impact of Falling Stock Market on the Economy
A significant concern for the US economy is the potential negative feedback loop stemming from a declining stock market. High exposure to equities among households means that a sell-off could lead high-income consumers, who are pivotal for consumer spending, to reduce expenses. This reduction could increase unemployment, further depress the stock market, and create a cycle of economic decline. Such dynamics illustrate how sensitive household consumption is to fluctuations in equity prices.
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