Vincent Deluard: The Int'l Rotation Is Just Getting Started. скачать в хорошем качестве

Vincent Deluard: The Int'l Rotation Is Just Getting Started.

It’s Fed Day—and while markets widely expect no change in interest rates, Vincent Deluard says the real story is elsewhere. The Director of Global Macro Strategy at StoneX joins Maggie Lake to explain why the 2% inflation target is dead, why investors should fade the 2026 rate cuts, why the move into international stocks is only beginning, and why "Americans are not serious people." You can follow Vincent on X here: https://x.com/vincentdeluard Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa.... Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account 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 *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. Chapters: 00:00 - Introduction with Vincent Deluard 00:50 - Today’s Fed Meeting: A “Wait and See” Moment 05:10 - Will Physical Support in the Market Hit a Wall? 10:20 - Can the Bond Market Force Congress’s Hand? 13:40 - The Depreciating U.S. Brand on the Global Stage 19:10 - The Relevance (and Resurgence?) of Europe 22:15 - Best Investment Opportunities Internationally 29:20 - Will This Market Environment Lead to a Major Breakdown? 32:20 - Rising Tensions Between Taiwan and China #stockmarket #macrostrategy #vincentdeluard #maggielake #investing #marketforecast #bonds #tariffs #usconsumer #markettrends #podcast #video #europe #international #Europe #rates #Fedday #inflation