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Forward Guidance
The Bottom Is In For Yields, NOT Equities | Vincent Deluard
Mar 12, 2025
Vincent Deluard, Director of Global Macro at Stonex, shares his keen insights on inflation forecasts and macroeconomic trends. He discusses the economic challenges posed by Trump's shifting tariffs and their impact on inventory management. Deluard critiques media narratives on stagflation and offers a fresh perspective on consumer resilience. He also analyzes the recent drop in Treasury yields and the implications of rising foreign yields on U.S. markets, highlighting the evolving landscape of global investments.
01:05:09
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Quick takeaways
- Vincent Deluard discusses inflation's complexities, highlighting how seasonal adjustments can mislead current economic interpretations, particularly regarding the CPI.
- Concerns of stagflation emerge due to mixed economic signals, but the likelihood of a recession remains low given structural factors and shifting consumer behavior.
Deep dives
Institutional Conference in New York
An upcoming prominent institutional crypto conference is set to take place in New York from March 18th to 20th, aimed at professionals in the crypto space. The conference promises to be engaging and dynamic, featuring discussions on various macroeconomic topics. High-profile panels will include a fireside chat with Mohamed El-Erian and discussions with experts like Jim Bianco and Joseph Wang. This event is expected to sell out quickly, emphasizing the growing interest in institutional participation in the crypto sector.
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Discover
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