Vincent Deluard

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.

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN ⚫ Follow Vincent on X: https://www.x.com/VincentDeluard 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/48NM7No   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Vincent Deluard, Director of Global Macro at StoneX, shares his insights on the perilous economic landscape leading up to 2025. He discusses how a lower 2024 inflation rate will squeeze government benefits like Social Security through COLA adjustments. Deluard warns of a strong U.S. dollar impacting corporate earnings and predicts potential spending cuts at state and local levels. He also provides a keen analysis of the political turmoil in France and its broader macroeconomic implications.

Financial strategist and author Vincent Deluard discusses investing in a recession-free future, China's currency crisis, long-term debt cycle, healthcare inflation, and strategies for navigating high inflation. Insights on asset allocation, the Fed, and the Japanese Yen provide a holistic view on preparing for a secure financial future.

Vincent DeLuard, Director of Global Macro Strategy at StoneX Group, shares his insightful market predictions. He anticipates a stock market rebound before a challenging summer and a tumultuous fall. The conversation dives into bond yields, the influence of tariffs, and the enduring strength of the US consumer. DeLuard also discusses the implications of rising bond yields and potential capital gains taxes, while drawing parallels between current economic conditions and the stagflation of the 1970s, all set against a backdrop of evolving geopolitical dynamics.

Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss the risk of elevated inflation in the U.S. economy, the potential impact on risk assets, and the steepening of the yield curve. They also touch on topics like festival learning, the cryptocurrency market, Paul Tudor Jones' stance on gold and Bitcoin, and the challenges of moving away from China.

Vincent Deluard, Director of Global Macro at StoneX, discusses the hidden forms of government stimulus and why they will be less of a factor in 2024, leading to a slowing US economy. He reaffirms his long-term inflationary view and explains why he is bearish on US stocks and prefers international stocks. Other topics include the shift from monetary policy to fiscal policy dominance, the impact of higher interest rates and quantitative tightening, and the complexity of inflation.

EJ Antoni, a fiscal expert, discusses key issues like the state of the federal budget and unregulated credit card rates. Michael Howell analyzes China's economic slowdown and rising U.S. debt levels. Noelle Acheson reflects on politicians' economic influence, while Vincent Deluard breaks down the implications of the Fed's recent rate cut on the economy. The discussions reveal concerns about inflation, the stock market, and the complexities of tax policies that seem to serve political agendas.

Vincent Deluard, Director of Global Macro at StoneX, shares expert insights on the recent 50 basis points interest rate cut by the Fed. He delves into market reactions and the implications for stocks and bonds, highlighting the challenges of inflation and growth. Deluard discusses unconventional indicators, like haircut prices, to explain labor cost trends and emphasizes the potential for increased market volatility. He also analyzes the contrasting performances of tech and value stocks amidst this evolving economic landscape.

Vincent Deluard joins for a market discussion covering FED, inflation, and deflation outlook. Explore correlations in quadrant investing and economic regimes, factors in Trump's re-election, rising service sector wages, impact of inflation on stocks, and investment strategies.