Stephanie Pomboy: Count On A LOT Of Pain Before The Fed Pivots

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There's a lot of disagreement right now about where the markets are headed.

Much of Wall Street is hoping the rally from the first half of the year will re-ignite, and there's a fair amount of technical analysis suggesting it very well may.

But more investors are starting to worry about the impact of today's bond yields. Suddenly, talk is everywhere about how high they are and fear is growing that they may still rise materially higher.

And of course, fundamental analysts have been warning for quarters now that the lag effect from central banks' historically aggressive rate hikes and balance sheet reduction will be arriving in force soon -- sure to drag economic growth AND financial asset prices downwards.

So what's most likely to happen from here?

We're fortunate to be joined by analyst Stephanie Pomboy today. She's CEO of MacroMavens and at the top of the list of most popular experts with the Wealthion's audience.

Follow Stephanie at https://macromavens.com/

Or on Twitter at @spomboy

TIMESTAMPS
0:00 The lag effect of rate hikes.
3:45 Recession on the way.
10:00 The state of the consumer.
16:30 How the fed could pivot to quantitative easing.
20:39 How financial assets underperform once the fed pivots.
24:57 How the deficit will compromise economic growth going forward.
32:05 Why was it so hard to hire people during the pandemic?
38:20 Corporate bankruptcies and employment.
44:13 Default rates for speculative grade debt.
49:28 The fed forced people to go further out on the risk curve.
57:34 Zoltan Posner and resource producers.
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There’s no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead?

Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis.

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#inflationdeflation #recession2023 #lageffect
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