NCI: Printing money in global markets w/ Alex Kruger
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Analysis of Current Market Resilience and Cash Deployment
The current market is showing resilience with the economy doing well. There is consensus that there will be no soft or hard landing. The Economist's indicator shows positive market sentiment, with minimal downside volatility. There is a significant amount of cash held by US households and corporates that needs to be deployed eventually due to low interest rates. Consumers and corporates are not sensitive to interest rate changes and have taken advantage of the low rates. As cash gets deployed with the completion of the cycle, market sentiment and participation are expected to increase, leading to a shift from panic to euphoria in the market.
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