The year 2025 could mark a turning point for the global economy and financial markets.
After years of extraordinary growth in asset prices fueled by unprecedented monetary and fiscal stimulus, the cracks are beginning to show. Are we on the brink of a seismic shift?
In the latest Macro Watch On Substack video, we explore the mounting pressures on the markets and economy, dissecting the critical factors that could spell trouble for the so-called “Everything Bubble.” Here are just a few questions this presentation will leave you pondering:
• What happens if inflation reaccelerates just as the Federal Reserve pivots its policies?
• How might mass deportations and high tariffs disrupt the U.S. labor market and corporate earnings?
• Could Quantitative Tightening and shrinking credit growth create the perfect storm for a severe recession?
This is a time of extraordinary uncertainty, and the stakes have never been higher. With household net worth climbing a staggering $52 trillion since 2019, even a small shock could ripple through the economy, erasing trillions in wealth and triggering widespread repercussions.
This presentation also examines:
• The risks of higher interest rates, rising bond yields, and the resurgence of inflation.
• The potential impact of President Trump’s proposed economic policies, including spending cuts, tax reforms, and his clash with the Federal Reserve.
• The geopolitical moves and policy reversals that could undermine investor confidence and shake the foundations of global markets.
The video doesn’t just highlight the risks—it dives deep into the forces shaping the economic landscape, offering insights you won’t find anywhere else.
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“Is the Everything Bubble About to Pop?”
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What do you think? Is there a CRASH ahead in 2025? Leave a comment and let me know. I’d love to hear your thoughts.
