Volatility Intensifies: Rate Cut Disappointment, Disruptions & A Crisis Decades in the Making

Quantitative tightening, and exacerbated liquidity issues, companies feeling the squeeze of shipping disruptions and a higher cost of goods and the market pushing the central bank for six rate cuts…

These are just a few issues and disruptions that continue to fly in the face of Wall Street’s “soft landing” messaging.

The market got way ahead of itself again, and over the next 6 weeks we’ll see just how much pressure the financial system has been under.

Right now, be skeptical of anyone saying everything’s going to be great and really pay attention to the indicators.

In today’s episode - the first of 2024, we chart all the issues, disruptions and red flags in the economy. We also discuss why we can’t expect a soft landing.