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Markets At Risk Of Serious Correction, Valuations ‘Out Of Whack’ | Moody’s Mark Zandi

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Manage episode 453660191 series 3614106
内容由The David Lin Report提供。所有播客内容(包括剧集、图形和播客描述)均由 The David Lin Report 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Mark Zandi, Chief Economist of Moody's Analytics, discusses the prospects for economic growth, the Fed's likely next move, and how financial markets are getting "off kilter". *This video was recorded on December 2, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MARK ZANDI: X (@Markzandi): https://x.com/Markzandi Economic View: https://www.economy.com/economicview/ Inside Economics podcast: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:35 - Fed’s next move 3:00 - Recession in 2025? 4:10 - Earnings outlook 4:40 - Asset prices getting overvalued 7:00 - Tax cuts and stocks 9:40 - 100% tariffs on BRICS countries? 13:00 - Markets are “increasingly off kilter” 15:00 - Stocks vs. bond yields 17:00 - Long-term equities returns 18:30 - Valuations are “out of whack” 19:40 - Policies that can trigger correction 21:30 - Real wages rising 22:30 - Credit card spending 24:00 - Quits rate 25:17 - Scott Bessent’s 3-3-3 policy 28:00 - Tariffs and deficit 29:33 - Housing market 31:30 - How to avoid the next financial crisis

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Artwork
icon分享
 
Manage episode 453660191 series 3614106
内容由The David Lin Report提供。所有播客内容(包括剧集、图形和播客描述)均由 The David Lin Report 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Mark Zandi, Chief Economist of Moody's Analytics, discusses the prospects for economic growth, the Fed's likely next move, and how financial markets are getting "off kilter". *This video was recorded on December 2, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MARK ZANDI: X (@Markzandi): https://x.com/Markzandi Economic View: https://www.economy.com/economicview/ Inside Economics podcast: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:35 - Fed’s next move 3:00 - Recession in 2025? 4:10 - Earnings outlook 4:40 - Asset prices getting overvalued 7:00 - Tax cuts and stocks 9:40 - 100% tariffs on BRICS countries? 13:00 - Markets are “increasingly off kilter” 15:00 - Stocks vs. bond yields 17:00 - Long-term equities returns 18:30 - Valuations are “out of whack” 19:40 - Policies that can trigger correction 21:30 - Real wages rising 22:30 - Credit card spending 24:00 - Quits rate 25:17 - Scott Bessent’s 3-3-3 policy 28:00 - Tariffs and deficit 29:33 - Housing market 31:30 - How to avoid the next financial crisis

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