Jeff deGraaf

Jeff deGraaf, founder of Renaissance Macro Research with over 35 years of market insight, discusses why he believes a recession is unlikely. He breaks down the current market regime and explores the resilience of various S&P sectors amid economic uncertainties. Jeff compares U.S. markets to those in Europe and China, examines the outlook for yields, credit spreads, and offers perspectives on both gold and Bitcoin. His analysis highlights the investment landscape for 2025, focusing on how policy uncertainty impacts market reactions.

Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, shares insights on the global effects of tariffs and inflation expectations as US-China trade talks resume. Francisco Blanch, Head of Global Commodities at Bank of America Securities, discusses how trade wars are reshaping agriculture and commodity markets, particularly energy dynamics. Jeff deGraaf, Head of Technical Research at Renaissance Macro Research, offers valuable technical analysis strategies to navigate market uncertainty and examines how volatility can impact trading decisions.

Jeff deGraaf, Market Cycle Clock expert from RenMac, joins The Compound and Friends to discuss technical analysis, momentum factor, Apple outlook, Market Cycle Clock, the Fed, Starbucks earnings, and more. The podcast covers market trends, stock declines, market dynamics, consumer spending shifts, momentum analysis, potential 5% 10-year yield, and a fun comparison of John Wick and Ripley movies.

Jeff deGraaf, the founder and head of technical research at Renaissance Macro Research, shares his expertise as a top technical analyst in Wall Street's Analyst Hall of Fame. He discusses the contrast between technical and fundamental analysis, emphasizing the significance of market psychology in decision-making. Jeff highlights the importance of adapting investment strategies in dynamic markets and navigating price signals over narratives. He also explores the impact of inflation on market dynamics and the nuances of investment errors.

Stacy Rasgon, Stephanie Link, and Josh Brown, all financial experts, dive into Nvidia's crucial earnings report. They discuss the major stakes involved and explore revenue projections and market reactions. Dan Ives highlights this report as the year's most significant, while technician Jeff deGraaf raises concerns about potential market headwinds. The conversation shifts to Nvidia's competitive edge in AI and broader implications for tech investments. Insights into market trends and shifts towards defensive sectors wrap up this riveting analysis.