Stocks to Rebound Before a Sideways Summer? With Vincent Deluard скачать в хорошем качестве

Stocks to Rebound Before a Sideways Summer? With Vincent Deluard

Last time Vincent Deluard was on Talking Markets, he made the case for a March correction (which he also flagged in his December report, 'Beware the Ides of March.') Nailed it... So, what does the Director of Global Macro Strategy at StoneX Group have for us this time? He sits down with Maggie Lake to discuss why he thinks stocks may be due for a rebound before a sideways summer and a bloody fall. Also up for discussion: where he sees bond yields going, the impact of tariffs, and the continued indomitability of the US consumer. You can follow Vincent on X here: https://x.com/vincentdeluard Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake Chapters: 00:00 - Introductions with Vincent Deluard 01:20 - Strong Market Performance, But Will It Last? 03:00 - Don’t Let Headlines Fool You: Tariffs Still Matter 06:20 - Are Yields Bottoming Out? What It Means for Equities 10:20 - Stagflation: A Growing Economic Concern 12:00 - Is Inflation Really Transitory? 12:55 - Supply & Demand Dynamics Driving Yield Movements 17:20 - Risks of Market Reallocation: What Investors Should Watch 21:00 - Stagflation’s Impact on Different Asset Classes 25:40 - Treasury Rates: What’s the Pain Threshold? 27:30 - Signs the Economy May Be Going Off the Rails 33:00 - Where to Find a Safe Haven in Today’s Market 35:15 - Outro and Final Thoughts *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #stockmarket #macrostrategy #vincentdeluard #maggielake #investing #marketforecast #bonds #tariffs #usconsumer #markettrends #podcast #video #europe #brazil