

Stephanie Pomboy: Get Ready For A Much Bumpier Ride In 2025
21 snips Jan 6, 2025
Stephanie Pomboy, a macro and market analyst from MacroMavens.com, shares her insights on the turbulent economic landscape ahead. She highlights concerns over potential corporate bankruptcies and rising delinquencies, emphasizing a disconnect between asset prices and economic fundamentals. Pomboy discusses the implications of a strong dollar, inflation trends, and the risks from corporate debt. She advocates for gold as a hedge and stresses the need for transparency about economic conditions as we prepare for bumpy times in 2025.
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Dour Outlook for 2025
- Stephanie Pomboy's economic outlook for 2025 remains dour, similar to 2024.
- She expects market fundamentals to significantly impact asset prices.
Long-Term Gain, Short-Term Pain
- Trump's policies may offer long-term economic benefits but cause short-term disruption.
- Markets, accustomed to short-term gains, might react negatively to this disruption.
Milei's Argentinian Example
- Javier Milei's open communication about economic pain in Argentina has allowed him to implement policies effectively.
- This demonstrates public acceptance when pain is presented with a clear purpose.