Will There Be Peace In Our Time? Geopolitical events and the market.
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- Опубліковано 30 тра 2024
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Geopolitical events can shake up the stock market, sometimes providing buying opportunities. The current geopolitical landscape is unsettled and unsettling, with potentially seismic ramifications on several fronts and lots of uncertainties: Is Putin’s call for negotiations with Ukraine a nonstarter? Is it even real? Are US efforts at brokering peace in the Middle East progressing toward that end or is that notion wishful thinking? Does the heightened pitch of China’s barking at Taiwan indicate a bite is imminent? Will G7 nations’ efforts to insulate their supply chains and economies from the harmful effects of China’s trade policies work? Is the US’s open-border policy a terrorist attack waiting to happen?
Such great information! Thank you!
Thank You, Ed
Enjoyed the discussion! Appreciate the insights.
Good discussion about t-bills/bonds and QT. I am hoping stats
and inflation/ employment trade off indicate it is time for a rate decline. Next weeks stats should show a slowing of If I clarion I am hoping. With Europe and UK reducing rates soon, I think a quarter point reduction in July or September is warranted. It is good the economy is doing well.
If you work in the housing industry, it's borderline infruating to hear "the economy is good". No, it's not. Not for us. It's 2009 right now in housing type industries (appliances, furniture, building materials).
Also thankful for the market indigestion note:)
It's been a v. long time since I've seen anyone as proud about their recent hire:)
Life is designed to take somebody else's resources. As long as there are resources, wars, local or major, will continue, with smarter people cleverly taking the resources of less smart people.
As it should be.
Bring Eric on more Sir