Juliette Declercq thinks the world’s largest economy can avoid recession.
When Juliette Declercq and Raoul Pal last spoke, Juliette, said the U.S. could avoid a deep recession.
That was back in May, and a lot’s changed. But she’s doubling down on her assessment of the American economy and her contrarian case in favor of a soft landing.
The U.S. economy is weaker but still not invalid. Rising real rates and historically rapid tightening of financial conditions have exacted a toll, but Juliette thinks that will rebalance when the Federal Reserve makes its pivot.
That means pausing the rate-hiking cycle, and Juliette sees it happening next quarter. She also identifies the assets that will benefit in the short term as her thesis plays out and explains why she’s always looking out for no more than two to three months.
TIMESTAMPS
1 Juliette’s Big Picture View 02:24
2 Still Looking for a Soft Landing in the U.S. 0:12:50
3 Juliette’s View on China & Currencies 0:23:33
4 What Happens in Europe? 0:30:34
5 Playing the Fed Pivot 0:40:03
6 The Takeaways 0:45:12
It’s a can’t-miss conversation. Recorded on November 11, 2022.
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#recession #federalreserve #fed
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
We got our report card today! Inflation surprised to the downside, coming in at 4.9%. NLW explores the reaction and why Powell still has three big barriers to getting his soft landing, including, notably, the debt ceiling negotiations.
Juliette Declercq thinks the world’s largest economy can avoid recession.
When Juliette Declercq and Raoul Pal last spoke, Juliette, said the U.S. could avoid a deep recession.
That was back in May, and a lot’s changed. But she’s doubling down on her assessment of the American economy and her contrarian case in favor of a soft landing.
The U.S. economy is weaker but still not invalid. Rising real rates and historically rapid tightening of financial conditions have exacted a toll, but Juliette thinks that will rebalance when the Federal Reserve makes its pivot.
That means pausing the rate-hiking cycle, and Juliette sees it happening next quarter. She also identifies the assets that will benefit in the short term as her thesis plays out and explains why she’s always looking out for no more than two to three months.
It’s a can’t-miss conversation. Recorded on November 11, 2022.
👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision — get started here: https://rvtv.io/membership
Thanks for watching Real Vision Finance!
#recession #federalreserve #fed
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
There has been a lot of discussion surrounding the #stock market on whether the #Fed can achieve a soft landing with inflation still running rampant. In this video I outline what I would consider to be a soft landing and hard landing. We also discuss about the implications of both.
