The Fed Will Choose Inflation Over Recession | Vincent Deluard - Monetary Matters with Jack Farley

Om avsnittet

Vincent Deluard, Director of Global Macro Strategy at StoneX joins Monetary Matters to discuss why he believes changes to policy makers toolkit and to the structure of the economy mean recessions are “cancelled.” He also discusses why he believes Trump’s MAGA economic policies will be bad for corporate profit margins and his bullish outlook on oil and energy stocks.

Follow Vincent Deluard on Twitter https://x.com/VincentDeluard

Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Max Wiethe on Twitter https://x.com/maxwiethe

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Timestamps:

00:00 Intro

01:07 Recessions are Cancelled

08:23 The No Recession Feedback Loop

11:11 Impact of Tariffs

13:21 MAGA’s War on Corporate Profits

19:26 Corporate Tax Rates

21:56 Fiscal Balance of Payments Crisis

26:11 Outlook for Inflation, Growth, and Rates

36:07 Outlook for the Stock Market

40:51 US Multiples Compared to Rest of the World

45:18 Bullish View on Oil & Energy Sector

55:15 July Fed Predictions

The Fed Will Choose Inflation Over Recession | Vincent Deluard

Om avsnittet

Fler avsnitt

The Case for Public Markets | Cromwell Coulson on Small-Cap Capital Formation, Disclosure, and SEC Offering Reform

Too Much Compute: Why This Top Hedge Fund Manager Believes AI is Heading for a Massive Oversupply | David Orr

Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management

Following the Private Credit Loan Books | Laks Ganapathi

Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell Clark

Growth Expectations Are Probably Too High | Andy Constan on Post-Midterms Macro View, Bond Supply Issue, and QRA (Quarterly Refunding Announcement)

Preparing For 2027 Inflection in Global Liquidity | Michael Howell’s Bull Case For Bonds and Tepid View of Liquidity-Sensitive Assets

The Fed Better Have AI's Back Or There Will Be Problems | Dan Krausz on “Liquidity Trap Door” In AI Infrastructure and Why Policymakers Are Inclined to Support Financial Conditions

Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)

The Fed Put Is Dead: Why Stagflation & a Bear Market Are Next | Vincent Deluard | StoneX