Channel: Real Vision Finance

Category: News & Politics

Tags: tradingeducationjuliette declercqdataentertainmentcommoditiesjdi researchfinancial literacyfactsinflationrecessiondollarputinstagflationus dollarthesisglobal inflationinvestingeuropeconversationfinancial marketsstrong dollarstock marketwareconomyanalysiseconomic crisisinsightmacroeconomicsmarketsreal visionchinashort sellerfraudmacro trendsequitiesraoul palstrategyglobal recessioninterviewvladimir putinfinance

Description: A U.S. slowdown and European recession are the base case, according to Juliette Declercq, who also thinks Putin's war in Europe is in for some pain ahead, where inflation will remain sticky & prices will stay high. The founder of JDI Research thinks global inflation will remain sticky and that commodity prices will stay high but says a resilient U.S. economy means the world will avoid an entrenched global recession. In this environment, she likes the U.S. dollar and bonds and sees opportunities in equities investments. Declercq’s macro outlook is focused on Putin because, as she explains, if the storm he’s created in Europe continues for too long, it could lead to a change in underlying macro trends. Don’t miss this interview between two great macro minds who share different views on some points but agree on others. Recorded on April 29, 2022. 🌎 Global Recession: Is Everyone Wrong? 14 Days. 10+ Experts. All angles. Join more than 290,000 people around the world who watch Real Vision to figure out where it’s all headed (and what it means for you). Join Real Vision for 14 days for $1: rvtv.io/EuropeRecession ⏯️ CHAPTERS w/ Timestamps ⏰ 00:03:23 It’s Hard to Bring an Inflationary Economy Down 00:09:08 Inflation Will Remain Sticky 00:14:21 U.S. Strength Means We Aren’t Headed for an Entrenched Global Recession 00:17:58 Putin’s War Means Europe is in For Some Pain Ahead 00:27:29 Putin May Cause a Change to Underlying Macro Trends 00:34:25 The China Question 00:36:37 The Strong Dollar 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. Subscribe to our channel now for more videos like this one: rvtv.io/subscribe Connect with Real Vision™ Online: Twitter: rvtv.io/twitter Instagram: rvtv.io/instagram Facebook: rvtv.io/facebook Linkedin: rvtv.io/linkedin 🌎 Global Recession? What You Need to Know rvtv.io/EuropeRecession #recession #inflation #stagflation #RaoulPal #RealVision #macro #macroeconomy #macroeconomics #finance #globalrecession Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely 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 to any individual’s, 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 is 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.