Economist’s “News and Views” Sunday 1-5-2024
Nation-State Breakdown: Is This the End?
The Jay Martin Show: 1-3-2024
On this week's episode, Grant Williams dissects the economic and geopolitical challenges redefining 2025. The conversation examines Germany’s faltering economy, Europe’s growing instability, and the global ripple effects of Donald Trump’s return to power.
Topics include inflationary and deflationary pressures, the nation-state model’s decline, and strategies for investors to prepare for heightened risks.
0:54 - "Key Trends Shaping 2025"
12:10 - "How Has the Investment Landscape Shifted?"
20:28 - "Inflation vs. Deflation: What Wins?"
30:50 - "What’s Trump’s Trade War Strategy?"
38:18 - "Why Is Germany’s Economy Failing?"
42:00 - "Could the EU Survive Without Germany?"
48:12 - "Is the Nation-State Model Dying?"
52:17 - "How Do Energy Policies Impact Economics?"
56:30 - "Who Could Replace Germany in the EU?"
59:11 - "What’s Next for Europe’s Future?"
What Will Shock Markets In 2025? Bank Of America's Joe Quinlan On Economic Surprises
David Lin:
Joe Quinlan, Head of Market Strategy at Bank of America, discusses the outlook for markets, economic growth, and monetary policy for 2025.
0:00 - Intro
0:30 - Market froth
1:20 - S&P 500 outlook
4:00 - Tariffs and sectors
6:40 - Tariffs
7:20 - Monetary policy
10:11 - Small caps vs. large caps
14:50 - Tech themes 2025
16:45 - Commodities
17:50 - Bond yields
21:10 - Asset allocation
24:18 - Dollar
25:30 - Books to read
MARKETS A LOOK AHEAD: Something Big Is Happening... Is It Brilliance? Insanity? OR EVIL?
Greg Mannarino: 1-5-2024