Markets Weekly July 6, 2024

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  • Опубліковано 20 лип 2024
  • #federalreserve #marketsanalysis
    Very Cautious on the Market
    Establishment Falling Worldwide
    Housing Market Slowing
    00:00 - Intro
    0:56 - Very Cautious on the Market
    4:05 - Establishment Falling Worldwide
    11:51 - Housing Market Slowing
    For my latest thoughts:
    www.fedguy.com
    For macro courses:
    www.centralbanking101.com
    My best seller on monetary policy:
    www.amazon.com/Central-Bankin...
  • Навчання та стиль

КОМЕНТАРІ • 75

  • @sebastiaanthijn7982
    @sebastiaanthijn7982 12 днів тому +48

    Investing in this economy is a hell at times for the average person that wants full control of their finances. Even investing in ETF stocks can be risky

    • @christopherherbert2407
      @christopherherbert2407 12 днів тому

      I gotta admit. I took a hit in the profit department with my stock moves. But every red chart has a chance of turning green

    • @cherylhills3227
      @cherylhills3227 12 днів тому

      Don’t blame the economy. The question to be asked at times is not if the government or the economy is responsible for the sudden dramatic shifts in the economy but if we are taking the necessary measures to avoid making losses no matter the situation even if the payroll is not in your favor

    • @rodgertim2881
      @rodgertim2881 12 днів тому

      What measure would you consider then to better stock investments? What you should be thinking about is where you’re gonna put the money you have in your bank

    • @georgeearling905
      @georgeearling905 12 днів тому

      At times not just creating smart investments but buying assets can improve your profit margins in the long run

    • @AliciaCrone
      @AliciaCrone 12 днів тому

      The massive government stimulus packages implemented to combat the pandemic's economic impact could have long-term consequences, like inflation

  • @Excellionw
    @Excellionw 13 днів тому +37

    Well explain thank you for bringing up this video Financial education is indeed required for more than 80% of the society in the country as very few are literate on the subject. The value of the US dollar is declining due to inflation, but it is increasing in comparison to other currencies and commodities such as gold and real estate....This all spells a reset which none of us know..... I have bought Bitcoin as a store of value while also actively trading.....managed to grow a nest egg of around 200k to a decent 732k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @Excellionw
      @Excellionw 13 днів тому

      Francine Duguay program is widely available online.

    • @supersayen12
      @supersayen12 13 днів тому

      I appreciate the professionalism and dedication of the team behind Francine’s trade signal service.

    • @JasonLowe-xq8lx
      @JasonLowe-xq8lx 13 днів тому

      Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.

    • @DustinTingley1
      @DustinTingley1 13 днів тому

      The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.

    • @HdsujBdhhdsjjns
      @HdsujBdhhdsjjns 13 днів тому

      It was quite challenging to understand the different trends on my own until i found out about Duguay. Trading made easy.

  • @manus100
    @manus100 14 днів тому +4

    Your weekly briefing is a much anticipated event in my weekly diet of market news. I'm not a big investor or anything, just an ordinary person trying to understand this important part of our lives. So thank you for doing this.

  • @chrisp9466
    @chrisp9466 14 днів тому +4

    First class commentary as per usual. The establishment is indeed collapsing...and imo that is likely a good thing. Appreciate your comments on equity market cautiousness despite being on #teamcrashup! Thank you for this, Joseph.

  • @andrewtay2001
    @andrewtay2001 14 днів тому

    Thank you Joseph

  • @adamdavies1126
    @adamdavies1126 13 днів тому

    Great content Joseph!

  • @Jeff__M
    @Jeff__M 14 днів тому +1

    Happy 4th Joseph! Thanks for these videos! 🇺🇸 👏

  • @user-on3tf7rr7z
    @user-on3tf7rr7z 14 днів тому +2

    Thank you Joseph! Happy July 4th weekend!

  • @idipagency624
    @idipagency624 13 днів тому

    Thanks

  • @Anon-nd1ek
    @Anon-nd1ek 14 днів тому

    Happy long weekend, thank you Joseph!

  • @MrUseur
    @MrUseur 14 днів тому +2

    First. 😊 Happy weekend, folks.

  • @kwantheman2643
    @kwantheman2643 14 днів тому

    Hope you have a good rest on the 4th weekend. Thanks for the post, Joseph.

  • @hp983
    @hp983 14 днів тому +5

    Agree that houses won’t crash this time. Inflation expectations are too high and entrenched into the economy no matter what happens everything go up and if they don’t, a new tool will be created

    • @georgelien
      @georgelien 14 днів тому

      Everything crashes during the Great Depression of 2025

  • @The_Laid_Off_Life
    @The_Laid_Off_Life 14 днів тому

    Consolidation and then onward and upward......
    I agree and the catalyst will be just after the 1st rate reduction just before the election :-)

  • @rowenahenderson7375
    @rowenahenderson7375 14 днів тому

    Thanks as always Joseph

  • @DoctorHemi
    @DoctorHemi 14 днів тому

    Great content as always, Joseph. I'm with you on the caution. After I shifted my portfolio to mostly stocks late last year, it's been a really nice ride up this high, but I'm really tempted to shift back out now.

    • @yzhere3745
      @yzhere3745 13 днів тому +1

      I am in the same boat as you but I have been hearing of 'we are close for a correction' for quite some time now. I get it but looking at the big picture, inflation is coming down, unemployment is coming up, there is an anticipation for a rate cut and a lot of liquidity still at the sideline which will flow in as they figure rates are about to come down... I am not saying he is wrong , just very hard to tell. Also we are at the cusp of earning season and I think it has the potential to do another leg up... who knows...

    • @DoctorHemi
      @DoctorHemi 13 днів тому +1

      @@yzhere3745, I totally agree. That's why it's so hard to actually pull the trigger. Shifting out of stocks could result in missing out on some more big gains (for all the reasons you mention.)

  • @bombers7878
    @bombers7878 14 днів тому

    Great analysis, as always. Time to cycle out of tech into crypto me thinks.
    Thanks from Australia Joseph!

  • @TM-fr7gh
    @TM-fr7gh 14 днів тому

    I love the intro
    'hello my frieeeends'

  • @Lights_Darks
    @Lights_Darks 14 днів тому

    Thanks, Joseph. Good to note about the market being extended and fragile. Btw, the lens you’re using is better. It’s not distorted.

    • @Fedguy12
      @Fedguy12  14 днів тому +2

      Thanks. I am using my fancy camera this time.

  • @klaxonko4343
    @klaxonko4343 14 днів тому

    Where can you track aggregate call option volume for the s&p?

  • @decentlayer6599
    @decentlayer6599 14 днів тому

    Thx Joseph Greetings from Basel Switzerland

  • @AusValue
    @AusValue 14 днів тому +1

    even if the market goes up some more, who really cares. In the grand scheme of things avoiding buying during hyper valuations works out well

  • @michaelcoggan1271
    @michaelcoggan1271 14 днів тому +1

    Thank you again. As you say crypto is canary in the coalmine and the UK labour party in my opinion will hold back most of the UK stock market. Happy 4th July

  • @automateeverything2341
    @automateeverything2341 14 днів тому

    Ill take the other side of that bet, I don't think Joe will step down (even though he should). Appreciate the video Joseph, thanks.

  • @kx5517
    @kx5517 13 днів тому

    Always appreciate the content, Joseph. Keep killing it

  • @raymond_sycamore
    @raymond_sycamore 14 днів тому +1

    My market has completely frozen. I listed two weeks ago for about $50k under market comps at $200k and have had one showing and no other interest.

  • @brandonklosterman2978
    @brandonklosterman2978 14 днів тому +1

    I don't think risk is that high. The Russel is lagging big time.

    • @AusValue
      @AusValue 14 днів тому

      alot of the russell stocks have also had plummeting earnings though, so its not like they are undervalued. Just less overvalued than big caps

    • @brandonklosterman2978
      @brandonklosterman2978 14 днів тому

      @@AusValue that's not saying much. 40% of the stocks in the index don't have any earnings lol. The point is peak risk on = peak speculation. We aren't even close

    • @AusValue
      @AusValue 14 днів тому

      @@brandonklosterman2978 youre exactly proving my point. The fact people dont care about earnings is the exact definition of a bubble.

  • @jamesgeorge8915
    @jamesgeorge8915 13 днів тому

    Good knowledge joseph of UK problems, for an American

  • @CKL800
    @CKL800 13 днів тому

    Thanks Joseph👍🏻

  • @deamonkind
    @deamonkind 14 днів тому +1

    Labour aren't left wing, they are centrist

    • @aeh3486
      @aeh3486 13 днів тому +1

      Disagree, the conservative government was centrist. The current labour are well left of centre the extent of which we'll find out in the coming months

    • @tastypymp1287
      @tastypymp1287 13 днів тому +1

      Labour are supposed to be centre left.
      The problem is the centre point has drifted left for sometime.
      So in reality they're unlikely centre left as we know it and further left than we'd like.

  • @weizhou5793
    @weizhou5793 13 днів тому

    i'm a bit surprised that you didn't talk about the nfp report

  • @user-lz4kx9lv9d
    @user-lz4kx9lv9d 14 днів тому

    Joseph there is a greater than 50% possibility of the Fed lowering rates this month. The softening in the housing market as well as earnings, increases in unemployment, two quarters in a row of less then 2% growth core inflation declining to 3.4% and Biden needing all the help he can get creates a strong possibility greater than 50% possibility the Fed lowers interest rates at this months FOMC meeting.

    • @Fedguy12
      @Fedguy12  13 днів тому +1

      Market pricing a 75% chance of a first cut in September.

  • @gmil2573
    @gmil2573 13 днів тому

    Sovereign bonds are crashing up. Housing may or my not collapse, but it is overbought and over leveraged. Equities too. Recession is already here.

  • @petergozinya6122
    @petergozinya6122 14 днів тому

    Thank you Joseph