Time to Raise Cash? | With The Blind Squirrel скачать в хорошем качестве

Time to Raise Cash? | With The Blind Squirrel

Kicking off the week on Talking Markets, Maggie Lake is joined by Rupert Mitchell, author of the Blind Squirrel Macro Substack, whose whiskers are currently twitching about risk in the stock market. Also up for discussion: gold and silver volatility, the Squirrel's take on uranium, his latest outlook for China, and whether he is still bullish international over US. You can find more of Rupert's work and get a 30 day free trial here: https://www.blindsquirrelmacro.com/30... You'll get the full list of Shiny Acorns! Connect with us on Substack: https://themarkethouse.substack.com/ Connect with us on Twitter: https://x.com/the_markethouse Timestamps: 00:00 – Introduction and Market Overview 02:55 – The “Blind Squirrel” Market Analogy 06:40 – What’s Really Driving This Rally? 10:15 – Federal Reserve Policy and Rate Expectations 14:05 – Inflation Data and Economic Signals 18:20 – Bond Yields and Market Volatility 22:10 – U.S. Dollar Strength and Global Impact 26:00 – Equity Leadership and Sector Rotation 29:45 – Commodities Outlook: Oil and Gold 33:10 – Sentiment, Positioning, and Risk Factors 36:20 – Trading Strategy and Key Levels to Watch 38:30 – Final Thoughts and What Comes Next *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #economy #marketanalysis #investing #stockmarket #bonds #investing #fed #interestrates #usdollar #nasdaq #bondmarket #monetarypolicy #inflation #investmentstrategy #talkshow #podcast #trumppresidency #markettrends #bondyields #investmentstrategies #commoditiesoutlook #tradinginsights #tariffs #trade #china #emergingmarkets #blindsquirrel #rupertmitchell #canada