GM47: Is the Economy Actually Doing Better Than Expected? ft. Peter Berezin
发布时间 2023-08-16 05:00:00 来源
摘要
Peter Berezin, editor of the Bank Credit Analyst joins us today for a wide ranging discussion on the outlook for global economy and global capital markets. We hear why Peter has been more upbeat than the consensus on the outlook for the US economy but why he continues to believe that the outlook is for recession next year. He outlines why US stocks may continue to make gains in the near term but the outlook is much more challenging on a five-year view. We discuss his Kinked Philips Curve framework for analysing the economy and why that continues to point to declining inflation in the near term. We also discuss the outlook for China, the renminbi, the yen and global emerging markets.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Peter on Twitter.Episode TimeStamps: 02:15 - Introduction to Peter Berezin05:35 - The current state of the U.S economy10:14 - Where is inflation heading?16:24 - A wrong prediction?20:23 - How will markets be impacted by AI and new tech?24:39 - How has the economy withstood higher rates?27:10 - What does Peter's models show us?31:32 - Challenges in the credit space33:33 - The implications of high valuations36:08 - Potential weaknesses in the system40:45 - Looking outside of the...
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