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Wealthion - Be Financially Resilient
Top Market Risks for 2025: Inflation, Yields & Volatility | Kenny Polcari
Jan 9, 2025
Kenny Polcari, Chief Market Strategist at SlateStone Wealth, dives into looming market risks for 2025. He discusses how surging inflation and bond yields could spark volatility, echoing the 1980s wage-price spiral. Kenny also highlights the impact of AI and energy demand on market trends, advising on key sectors like tech and healthcare to watch closely. Lastly, he shares insights on the challenges of financing national debt and its implications for the economy, all while sprinkling in some delicious Neapolitan pasta recipes.
38:39
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Quick takeaways
- The resurgence of inflation and rising bond yields pose significant market risks, potentially creating a wage-price spiral reminiscent of the 1980s.
- Despite current challenges, sectors like healthcare and energy present promising investment opportunities driven by technological advancements and strong demand.
Deep dives
Inflation Concerns and Economic Volatility
The episode highlights worries about a potential resurgence of inflation reminiscent of the wage-price spiral of the late 1970s and early 1980s. Experts discuss the volatility expected in the economy, particularly in the first half of the year, due to rising inflation and bond yields, which are pressuring the market. With recent increases in 10-year bond yields exceeding 4.7%, there are fears this trend could lead to a challenging economic environment, as high bond yields paired with a weakening economy could create significant market stress. The potential implications of inflation’s rise are underscored, as it could result in higher prices for consumers and contribute to ongoing economic instability.
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