Vincent Deluard

Vincent Deluard, a Global Macro Strategist at StoneX, shares his insights on current market conditions amidst stagnating inflation and interest rates. He discusses the significant impacts of tariffs on economic indicators and investment decisions. Deluard also navigates the uncertainties of global economic growth while analyzing recovery patterns from historical market declines. He sheds light on bond yields, the weakening U.S. dollar, and the contrasting performances of European and Latin American markets, particularly focusing on the potential in Brazil.

Vincent Deluard, a Global Macro Strategist at StoneX, dives into how the MAGA movement may influence corporate America, particularly through potential tax reforms. He argues that recessions are becoming irrelevant thanks to monetary policy. Deluard also explores how demographic shifts and healthcare costs impact market dynamics, while analyzing the evolving landscape of U.S.-China relations amidst geopolitical tensions. He provides insights on upcoming market corrections and the changing frequency of economic downturns since the 2008 crisis.

Vincent Deluard, a macro strategist renowned for his market insights, unpacks the recent paradigm shift in investing. He discusses how macro trends and inflation impact asset classes and emphasizes real assets over financial ones for true diversification. The conversation explores the interplay between inflation and social trust and the potential of the energy sector amidst economic uncertainty. Humorously, Deluard addresses the paradox of deglobalization increasing energy consumption, all while championing broad knowledge for better analytical thinking in finance.

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.

Vincent Deluard, Director of Global Macro Strategy at StoneX, shares his insights on the evolving economic landscape. He argues that fears of recessions might be overstated, emphasizing a 'no recession' feedback loop. Deluard critiques Trump’s MAGA policies, predicting they'll negatively impact corporate profit margins. He also discusses the bullish outlook for oil and energy stocks, noting their potential for appreciation amid market challenges, and highlights the effects of tariffs and the shifting dynamics of global capital.

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.