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This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more.
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Timestamps:
(00:00) Introduction
(00:31) The Risks Of Financialization
(02:07) Financial Market Signals
(05:37) China & The Global Economy
(09:44) China's Problems Are The World's Problem
(15:15) US Economic Resilience
(21:07) How Good Is The US Economy?
(27:11) Fed Vs Wall St. Priorities
(30:28) Comparing Major Economies
(37:18) China's Economic Advantages
(40:44) Where China Spends Its Money
(49:44) China's Growing Influence
(53:01) The US Economy & Inflation
(01:10:31) European Economy
(01:11:58) Asian Economies
(01:14:48) Camp Kotok
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.
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Follow Jim Bianco on Twitter https://x.com/biancoresearch
Follow Jeremy Schwartz on Twitter https://x.com/JeremyDSchwartz
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) Introduction
(00:48) Jim & Jack's Assessment Of The Economy
(02:58) The Fed & Interest Rates
(03:55) Unemployment & The Sahm Rule
(06:57) Is Inflation Coming Down?
(08:33) Real Interest Rates
(11:05) What Is The Neutral Rate?
(14:21) The Pace Of The Cutting Cycle
(18:41) Election Insights
(20:55) Deficits Are The Key Issue
(23:11) Will Stocks Outperform Bonds?
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
