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
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