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Jim Thorne, Chief Market Strategist at Wellington-Altus Private Counsel, discusses his outlook for Fed monetary policy, market reaction to this week's 50 basis point rate cut, and impacts of deflationary forces in the economy.
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*This video was recorded on September 19, 2024
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0:00 - Intro
2:30 - Are we in a financial crisis?
7:20 - Historic market reaction to a Fed pivot
10:20 - What markets are pricing in now
12:30 - Decade of low growth
14:52 - 2% Fed Funds rate by next year
20:00 - Bond market outlook
21:00 - Stagflation possibility
23:40 - Monetary policy mistake
25:20 - Bank of England rates
27:20 - U.S. dollar outlook
30:00 - Risks of deflation
31:48 - Is “cheap money” the norm?
34:40 - Investment implications
#economy #stocks #investing
