Markets Weekly April 20, 2024
Вставка
- Опубліковано 2 лип 2024
- #federalreserve #marketsanalysis
Fed scares the market
IMF concerned about US fiscal deficit
A potential Trump Accord
00:00 - Intro
1:38 - Fed scares the market
6:58 - IMF concerned about US fiscal deficit
11:40 - A potential Trump Accord
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
My advice to everyone is this : if you want to grow big this year especially in your finances. Be willing to take risks. Saving is great but taking risks puts you on a pedestal where you wouldnt have to worry about savings as you do now. Thanks to larysa Caba, my portolio is doing really great and im proud of the decisions i made last year.
I feel one Of the greatest challenges that we first timers face in the ma rket is that we end up losing all we have,making it difficult to find ourselves back to our feet. My biggest advice is to always seek the services of a professional just like I did when I ventured into it for the first time. Big thanks to Larysa Caba. I now make huge profits by weekly through her services while still learning to stand on my own.
I think she trades for everyone I meet. I met her twice at a meeting in Germany and after her lectures from Ella I had to personally ask her to be my financial advisor. she is definitely good .
I have never seen a trader as open and transparent as Larysa Caba with her clients. The way she decides to make a profit for her clients. she allows you to express your fears and she still rests your fears and that is my respect. I don't normally comment on videos, but this word should be included. she is really cool.
I just looked up her name online. she is licensed with credible certificates and has an amazing track record. Thank you for the message.
I definitely will like to know more.
This channel delivers one of the best weekly market reports out there. Fed Guy is the GOAT!!
I have been listening to your weekly review for a while and this one, in my opinion, is the best one yet. It is always helpful when you zoom out, give us a macro view and, importantly, touch on economic theory and ''basics'', like dollar depreciation etc. I look forward to your commentary/video on the methods of achieving just that. Thank you.
Bravo, Joseph! Bravo! Another masterclass. There is so much excellent content in this video it's staggering. Thank you very much for being so dedicated to your viewership. The mention of a hypothetical 'Trump Accord' had me ROFL. Thanks again for this gem! ❤
Great information and analysis. Thank you Joseph
the fact that he admitted being wrong in the beginning of the video makes him even more reliable to listen to👍
We need more content Joseph, this is gold but it’s too short
I like the current video length tbh... it's Goldilocks
But I also wouldn't say no to more frequent videos, maybe about other topics Jospeh is interested in (theoretical macro ideas, trade ideas, commodities, etc.)
Paywall
Josephs subscription blog is a tremendous value. Worth the fee many times over. I am not compensated in any way whatsoever to make that statement .
@@chrisp9466 Thank you sir!
This is so good, learning more and more from u every week! Trading rates at a bank rn and all ur macro terms helps me so mich
Thank you Joseph.
What are the best additions to a $500k portfolio to boost performance?. ETH is Up and will do better, I believe as indicators for profits continue to improve. investors like me believe that “Santa has come early” to the markets
I think you're better off with majority investment in bitcoin and uprising equities cos they always outperform. Alternatively speaking to a certified market strategist can help with pointers on which to acquire.
wow massive gains! my partner recently hinted on going same direction.. what did you invest in, and who is your investment advisr please, if you don’t mind me asking? in dire need of asset allocation
ashley airagahi is the licensed advisor I use. Just research the name. You'd find necessary details to work with to set up an appointment
Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals
Great content and education, Thank you Joseph!!!
Nice haircut, Joseph! Thank you for all your hard work
Good video and great information. Yes, CTAs selling off, dollar and VIX rising, markets unwinding 2024 gains. The AI chip sector seems to be meeting current earnings but giving much weaker guidance then we were priced for, not good. I'm holding my NVDA for now tho. Hope we find support at the 100, else we are headed to the 200.
Joseph. Very hard to see rate decrease given today's numbers. My guess it will be more of the same. No change at this time.
I appreciate you sharing your knowledge.
Excellent explanation of financial subjects Joseph
nicely organized ,clearly presented
Thank you Joseph! Love your insights! 💫
Tks and Congratulations for one more great video from Brazil 🇧🇷
Really good insight , happy I’ve subscribed to you. Found out about you through George Gammon and SuperMicro
Lookin fresh w the new cut Joseph !
Good night, Joseph. Thanks. From Germany
Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...i have delve deeply into active trading and managed to grow a nest egg of around 127k to a decent 432k.. I'm especially grateful to Flora Elkin, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this
It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!
Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary
Nice to see this here, Flora Elkin's understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Flora's insights. It's akin to finding a diamond in a coal mine.
🔥 🔥 Thanks Joseph
Well you said 3 cuts will see, thanks for the video
he said 1.5 is what the Fed is pricing in… this reprising of Fed policy is pushing up the 10 year yield which is currently at 4.6%… if there were three right cuts then the 10 year yield would probably soften up and signify a loosening of federal policies
Very interesting topic. Thank you so much.
Yeah
Superb as always. Thank you
Thank you Joseph
Great stuff as usual
Thanks JW
That's a lot of food for thought. Very intrigued by the dollar devaluation possibility.
amazing as always
Depreciating the dollar sounds super inflationary. Also, they overdid it with Plaza Accord and had to step in again with Louvre Accord just 2 years later. Best to leave it alone probably
Governments almost never leave anything alone... they always have to "do something!" especially when demands are made by the electorate or special interests to interfere in markets
Thanks for the work ❤
Beautiful week!
I wish you can do 2 videos a week, 1 on recap, 1 on how details on what you expect to happen short term, mid and long term and why
It's no longer just factory workers. It's pretty much all workers that can be remote. Ex. Temu taking retail by storm. Chinese EVs which includes design sales etc.
Very insightful update!
Thanks for watching!
Thanks Joseph
Thank you!
Thank you
Tnx master
Another great report. Mr Bond Market has already hiked rates from the January misplaced euphoria. Yield curve needs to steepen and the top half of the K shaped economy needs to 'feel some Powell pain'
thank you
#populism and fwiw I'd pay for these, thank you!
💯
King Joseph
New Zealand is already in Recession. I think our Reserve Bank would like to cut but we still have 4% inflation and our dollar would tank vs the US if we were to cut.
You had a haircut! Looks good. :-)
This week was a good week for me but I'm a small cap and value investor.
Joseph, please explain how other countries can possibly depreciate their currency against the US dollar. the second part of my question would this ultimately lead to disinflation in the US because of the hyper competition between countries…
High bond yields combined with high deficit=new form of QE. It’s a stimulus.
Joseph, what do you recommend someone in their 30s to do with their investments? Just keep buying and ignore the noise(s)?
Hi Joseph, around 5:04, do you mean decrease in supply instead of increase?
Increases in supply. More people working mean more output and lower prices.
Nice haircut!
I don’t think people misunderstood the impact of interest rates. People misunderstood how far $1 trillion in government deficit spending every 100 days can carry the economy.
China>Biden
> that's not really the case say in Canada
first example is the correct one - Canada is in deep doo doo
financialization of housing, govt deficit spending, public sector jobs == total mess
"free" has been conflated with "open" trade
World literally ending
Joe: "helloooo my friends"
Depreciating the $ isn't good for us.
🎉 Dip buyers rejoice 🎉
The dip don’t stop 😂
Too hawkish you say
How did other countries appreciate there currencies against USD.
Good question. Selling dollars, but a lot of it is just jaw boning.
Tom Lee on steroids update
Sounds like they're trying to jawbone it up. Debt too high.
plaza accord 2.0? It's ineffective if major exporters like China doesn't agree to it. China isn't Japan where there's hundreds of military bases in Japan like Luke Gromen said. Tariffs against China have already proven ineffective ever since it was 1st introduced back in 2016 during the Trump administration. A lot of products we import are now not made in China but MADE BY CHINA. And have you thought about what's the inflation rate in the US going to be if that were to happen? If you really thought this through 3, 4, 5 steps ahead you wouldn't come up with this solution - plaza accord 2.0
Other countries are already and have been in recession..
This must be what Joseph looks like when he's hanging out in heaven.
Highest credit card charge offs since 08 😂
Your interpretation is upside down and backwards. Higher interest rates reflect looser economic conditions. Lower interest rates reflect tighter economic conditions. Higher interest rates reflect good economic conditions, economic optimism. Lower interest rates reflect poor economic conditions (such as sovereign over indebtedness). Interest rates are destined to drop (unfortunately).
!!My outlook on money changed when I realized someone making $300,000 can retire broke & someone making $80,000 can retire a multi-millionaire. With the current market movement, you have $100,000 to invest. Where are you investing it?
Money advice varies, but planning is key. Exposed to personal finance early, I started working at 19, bought my first home at 28, faced job loss at 36 during COVID. Consulting a CFP helped grow my finances. Currently, I'm 25% short of my $5m goal.
That is just amazing! Could you please tell me about your Certified Financial Planner (CFP)? This year, I'm considering some financial changes.
Yes, Andras Bohm made headlines in 2020, but I'm not sure if I can bring him up in this context. he manages my portfolio and acts as a counselor for me.
PLEASE ADVISE.
What is the most reliable medium to reach him please?
"Light hizer " is his name pronounced. He was the main point guy on China negotiations under the Trump admin and the fact that u don't know this dude points to a general lack on knowledge in the area of trade
Hold on Joe. Joey W. the interviewer is not hot but incendiary. Left hand no ring. Time to buy gold and pay with crypto. Why do real girls cross their. l...? Time to count Ben Franklins...
God help the US if Trump gets back in.
Hello my friends? Im your friend? 😢
thank you