Shows
The Market HuddleGlobal Macro Strategist: “What Everyone Gets Wrong About the Fed”This week, Patrick gets Vincent Deluard’s view on these current market conditions.
Follow Vincent on X: https://x.com/vincentdeluard
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Maggie Lake Talking MarketsEpisode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard.The Fed left rates unchanged but Vincent Deluard says the real story is elsewhere. The Director of Global Macro Strategy at StoneX joins Maggie Lake to explain why the 2% inflation target is dead, why investors should fade the 2026 rate cuts, why the move into international stocks is only beginning. You can follow Vincent on X here: https://x.com/vincentdeluard Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa....Disclosure: This is an affiliate link, which means we may earn a commission if you...2025-05-0736 minMaggie Lake Talking MarketsEpisode 31: Stocks to Rebound, But There's Trouble Ahead. With Vincent DeLuard.Last time Vincent Deluard was on Talking Markets, he made the case for a March correction (which he also flagged in his December report, 'Beware the Ides of March.') Nailed it... So, what does the Director of Global Macro Strategy at StoneX Group have for us this time? He sits down with Maggie Lake to discuss why he thinks stocks may be due for a rebound before a sideways summer and a bloody fall. Also up for discussion: where he sees bond yields going, the impact of tariffs, and the continued indomitability of the US consumer. You can...2025-03-2436 min
Forward GuidanceThe Bottom Is In For Yields, NOT Equities | Vincent DeluardIn this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve into the impact of DOGE, the Trump Admin’s Treasury market goals, the surge in foreign yields, and more. Enjoy!__Follow Vincent Deluard: https://x.com/VincentDeluardFollow Felix: https://x.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidanceFollow Blockworks: https://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forw...2025-03-121h 05
Schwab Network'Stagflation Remix' as Inflation Data LoomsIs the stock market alarm about to sound the growth alarm or the inflation alarm? Not so fast, says Vincent Deluard, he believes growth is due for a fall before inflation, and the Fed's hands are tied after losing "a lot of political capital" by downplaying inflation. He thinks a "stagflation remix" could be on the horizon, which would be "the absolute worst for risk assets."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe2025-03-1007 min
The Market HuddleHidden Stimulus, Hidden Austerity (Guest: Vincent Deluard)This week, Kevin & Patrick welcome back to the show, Vincent Deluard. They discuss fiscal tightening, inflation, and a potential stagflation bear in 2025. They also break down spending cuts, key trades, tax remittances, and Trump’s impact on the USD and global markets.
Follow Ole on X: @vincentdeluard
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Schwab NetworkBear Case for Trump on U.S. Stocks & Tariff Impact on MarketsThe U.S. reportedly delayed its 25% tariffs on Mexico by a month as President Trump discusses Canada's tariffs with Prime Minister Justin Trudeau. Vincent Deluard believes the unpredictability of tariffs will damage the U.S. markets long-term. He expects stocks to turn bearish as early as the spring in a market "vulnerable to correction."
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Download the iOS app - https://apps.apple.com/us/app...2025-02-0310 minMaggie Lake Talking MarketsEpisode 07: Treasury Market Sell-offs The "New Normal"? with Vincent DeLuardMaggie Lake sits down with Vincent Deluard, Director of Global Macro Strategy at StoneX Group, to discuss why liquidity issues, the California wildfires, and other factors may mean Treasury market sell-offs are the “new normal.” They also discuss the risks facing some tech companies as they try to navigate the new Trump administration and where Vincent sees the most opportunity as the MAGA agenda moves forward.
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Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/magg...2025-01-2240 min
Monetary Matters with Jack FarleyThe Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price SpiralVincent Deluard, director of global macro for StoneX, joins Monetary Matters to share why he thinks there is a perfect storm of macro headwinds that in April to May of 2025 may put a halt to the relentless rise in U.S. stocks. Deluard argues that the lower inflation of 2024 will result in a lower cost-of-living-adjustment (COLA) adjustment for 2025 U.S. government programs such as Social Security. He thinks a strong U.S. dollar could dent corporate profits and that state and local governments plan to actually shrink expenditures in 2025. De...2024-12-151h 21Maggie Lake Talking MarketsEpisode 37: What's Powering the US Dollar & Economy Higher? With Vincent DeluardThe US dollar hit its highest level in a year following the US election. What is driving the rally and what does it mean for the global economy? Maggie Lake sits down with Vincent Deluard, Director of Global Macro Strategy at Stone X, to discuss what some call the US dollar wrecking ball. Vincent also talks about the hidden causes of the US growth miracle and the risk of a second wave of inflation.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Twitter: https://x.com/maggielake
...2024-11-1832 min
Macro VoicesMacroVoices #454 Vincent Deluard: The Five Body ProblemMacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN
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🔴 Subscribe to...2024-11-141h 18Maggie Lake Talking MarketsEpisode 9: Is Europe headed for a crisis? With Vincent DeluardIn the wake of the Fed pivot on rates, what investments look most attractive? Maggie Lake sits down with Vincent Deluard, Director of Global Macro Strategy at Stone X, to talk about why he is NOT overly worried about US stock valuations, IS worried about Europe and thinks China may be poised to surprise the bears.
Don't miss out on future episodes - get on the list here: https://gbe08amm2tr.typeform.com/cook...
We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
#stockmarket...2024-09-2332 min
Wealthion - Be Financially ResilientWeekly Recap: Fed Cuts! China Slowdown, U.S. Fiscal Bomb & Crypto EurekaIn this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill shares the most compelling insights from our expert guests.From the state of the federal budget to why credit card rates aren’t regulated, EJ Antoni dives into key fiscal challenges. Michael Howell explores the economic slowdown in China and rising U.S. debt levels, while Noelle Acheson reflects on how much influence politicians really have over the economy. Vincent Deluard rounds out the analysis by breaking down the Fed’s recent rate cut and its potential market and economic implications.2024-09-211h 03
Wealthion - Be Financially ResilientFed Super-Sized Rate Cut! Vincent Deluard Analyzes the 50 bps CutImmediately after the Fed announced its 50 bps interest rate cut, Vincent Deluard, Director of Global Macro at StoneX, joined Maggie Lake for a live broadcast to discuss its impact on financial markets and the economy. If you missed Wealthion's special broadcast, now is the time to catch up on Vincent’s expert insights and learn what this rate cut by the Fed means for investors.Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com/freeConnect with us online:We...2024-09-1953 min
The Blockchain Advisor ™70. Vincent Deluard, Crisis of the Core"Now if you think the French civil servants have the tendency to get unruly and decapitate people when they’re pissed; imagine when they’re pissed and not getting paid”.
Join Vincent Deluard, Global Strategist at StoneX, as he unpacks the forces reshaping the global economy. From interest rates to the Yen-USD carry trade, Deluard delivers a bold and provocative take on the 'demise' of Germany, France, and core EU nations as they unravel the post-WWII social contract. Don't miss his eye-opening insights on the seismic shifts ahead!
2024-09-1844 min
Wealthion - Be Financially ResilientA Concerned Fed Will Drive Liquidity & Markets Higher | Michael HowellIs the Federal Reserve’s shift in focus setting the stage for a major liquidity increase? Renowned global liquidity expert Michael Howell, Founder and CEO of CrossBorder Capital, joins James Connor to discuss the Fed’s economic concerns, its upcoming policy pivot, and the resulting boost in global liquidity, asset prices, and inflation. He also dives into liquidity trends from central banks worldwide, the challenges of rising U.S. debt, strategies for navigating an era of sustained inflation, and much more. Don’t miss this timely discussion, part of Wealthion’s special coverage of the Fed’s Open Market Committee...2024-09-1852 min
Wealthion - Be Financially ResilientWhy Rate Cuts Won’t Work: EJ Antoni on The Fed & U.S. Fiscal CrisisE.J. Antoni, PhD, Economist and Research Fellow at the Heritage Foundation, explains why the Fed’s plan to cut interest rates won’t solve deeper economic problems—such as runaway government borrowing and record deficits—that threaten American financial stability. He uncovers how the Fed is at loggerheads with the US Treasury, creating a dangerous conflict between monetary and fiscal policy that exacerbates inflation, unemployment, and high credit costs, impacting American households. E.J. joins Wealthion’s Andrew Brill as part of our special coverage of the Fed’s Federal Open Market Committee this week, highlighting the urgent need for fis...2024-09-1755 min
Registered Investment Advisor PodcastKen Fisher’s Mentorship and Investing InsightsMichael Cannivet, CFA, is the founder, president, and chief investment officer of Silverlight Asset Management, LLC, an RIA based in Newport Beach, California, that serves high-net-worth private clients. Mr. Cannivet has been a Forbes contributor since 2017 and Forbes Books recently published his latest book, The Four Minute Retirement Plan: Preserve Your Past, Secure Your Future, Live For Today. The book debuted as the #1 new release for the money management category and is endorsed by several top industry practitioners, including Ken Fisher, Joel Greenblatt, Keith McCullough, and Vincent Deluard. Listen to this insightful RIA episode...2024-09-0416 min
The David Lin ReportMarkets Tank On Economic Collapse Fears: Start Of Bigger Crash Or Overreaction? | Vincent DeluardMoomoo U.S: New users that enroll in Cash Sweep can earn 5.1% APY+3% APY booster + up to 15 free stocks with a qualified deposit
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Vincent Deluard, Director of Global Macro Strategy, discusses the latest market sell-off, economic data, and outlook for economic growth.
*This video was recorded on September 3, 2024
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Listen on Apple Podcasts: https://podcasters.spotify.com/pod...2024-09-0438 minThe Market HuddleCrisis At The Core (Guest: Vincent Deluard & Kuppy)This week Kevin and Patrick welcome back to the show, Vincent DeLuard from Stone X. They discuss the French election and reveals his two best trades to take advantage of the recent political volatility. Then we have a surprise second guest, with a return of Kuppy’s corner that you don’t want to miss.
Follow Vincent on X: @VincentDeluard
Follow Kuppy on X: @HKuppy
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4...2024-06-291h 51Forward GuidanceInvesting For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt CycleForward Guidance is sponsored by VanEck.Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.__Follow Vincent Deluard on Twitter https://twitter.com/VincentDeluardFollow VanEck on Twitter https://twitter.com/vaneck_usFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks___Timestamps:(00:00) Introduction(12:50) Does China...2024-05-021h 25
Supply ShockInflation Still Isn't Going Back To 2% | Vincent DeluardThis week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the case that inflation would not return to 2%. Well, one year later that call has been correct as inflation remains elevated above the Fed's 2% target. The question is, what happens next? Enjoy!--Follow Vincent: https://twitter.com/VincentDeluardFollow Mike: https://twitter.com/MikeIppolito_Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/blockworks_2024-04-2452 min
Macro MondaysMacro Sunday #46 - Inflation in developed markets but not in emerging markets?We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US? Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/FREE macro newsletter - h...2024-04-2147 min
Real Vision: Finance & Investing#1014 - Ding Dong… Is the Fed’s Inflation Target Dead? | with Vincent Deluard🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljkuVincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he believes recessions may be a thing of the past, how the Fed has seemingly abandoned its 2% inflation target, and strategies for your portfolio in an inflationary environment.Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices2024-04-1241 min
Real Vision Presents#1014 - Ding Dong… Is the Fed’s Inflation Target Dead? | with Vincent Deluard🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/49wL1Ez
Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he believes recessions may be a thing of the past, how the Fed has seemingly abandoned its 2% inflation target, and strategies for your portfolio in an inflationary environment.
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Connect with Real Vision™ Online...2024-04-1237 min
The Market HuddleMH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard)On this weeks Huddle +, Kevin welcomes back to the show, Macro Strategist for StoneX Group, Vincent Deluard. Kev and Vincent have a great discussion about the markets, the FED and the overall outlook on inflation and deflation.
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
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Real Vision: Finance & InvestingWill Risk Assets Keep Rallying Into 2024?🔥 Cyber Monday: Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers https://rvtv.io/40Mle8tHarry Melandri, advisor at MI2 Partners, is joined by Vincent Deluard, Director of Global Macro at StoneX, is here to break down the latest developments in risk assets and the global economy. We'll also take a look at Vincent's Macro Roadmap from the Taylor Swift Hangover to the potential QE he sees by 2026.Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, February 28-29, 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage — joining the industry...2023-11-2835 min
Real Vision PresentsWill Risk Assets Keep Rallying Into 2024? With Harry Melandri & Vincent Deluard🔥 Cyber Monday: Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers https://rvtv.io/40Mle8t
U.S. stocks are mixed as investors take a wait-and-see approach ahead of economic data later this week. Harry Melandri, advisor at MI2 Partners, is joined by Vincent Deluard, director of global macro at StoneX, to break down the latest developments in risk assets and the global economy. We'll also take a look at Vincent's Macro Roadmap — from the Taylor Swift Hangover to the potential QE he sees by 2026.
Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, February 28-29, 2024. Edward Snowden, Benedict Evans, Bala...2023-11-2732 min
Real Vision: Finance & InvestingIs a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBzWhile an economic slowdown looms, elevated inflation remains a risk for investors.Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he thinks the U.S. economy will be hit with a three-punch combo this month, why the steepening of the yield curve may not be over yet, and what it means for risk assets across the board. You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing2023-10-1145 min
Real Vision PresentsIs a Second Wave of Inflation Coming? With Vincent DeluardThey said crypto was bullish*t... they were wrong. They said no one would ever care about digital assets... they were wrong. Now, after a brutal bear market, they say... it’ll never come back... and again, they will be wrong.
Start preparing NOW: https://rvtv.io/3rPaoBz
While an economic slowdown looms, elevated inflation remains a risk for investors.
Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he thinks the U.S. economy will be hit with a three-punch combo this month, why the steepening of the yield curve may not be...2023-10-1142 minForward GuidanceVincent Deluard: The “Magic Money” That Prevented Recession Is About To DisappearIn fall 2022 when most economists were anticipating an imminent recession, Vincent Deluard made the bold call that several forms of “stealth stimulus” would prevent the U.S. from entering a recession in 2023. Now Deluard, director of Global Macro at StoneX, returns to Forward Guidance to share why these hidden forms of government stimulus (social security cost of living adjustment, tax-bracket adjustment, etc.) will be less of a factor in 2024, and as such, Deluard expects the U.S. economy to slow. Deluard reaffirms his long-term inflationary view and explains why he is bearish U.S. stocks, and prefers international stocks. Film...2023-08-291h 06
The Market HuddleMH+ Ep.10: Kevin chats with Vincent DeluardIn this episode of MH+, Kevin is joined by guest favourite Vincent Deluard, Director of Global Macro Strategy from StoneX Group Inc. Kevin and Vincent take a dive into inflation and the upcoming challenges the economy may face.
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
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To receive our emails with the charts and links each week, please register at: https://markethuddle.com/2023-08-1900 min
Real Vision: Finance & InvestingIs This a Trampoline Landing? With Vincent DeluardSAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chanceVincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline Landing" theory, why he sees a second wave of inflation coming, and what's making him so bearish equities. In the second half of the show, Vincent explores whether the U.S. has peaked and where to find value in international investments.You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing Learn more about your ad choices. Visit podcastchoices.com...2023-08-1036 min
Real Vision PresentsIs This a Trampoline Landing? With Vincent DeluardSAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance
Is the U.S. economy due for a hard landing, soft landing, or no landing? What if there's a fourth option...
Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline Landing" theory, why he sees a second wave of inflation coming, and what's making him so bearish equities. In the second half of the show, Vincent explores whether the U.S. has peaked and where to find value in international investments.
You can find more of Vincent's work here: https://marketintel.int...2023-08-0932 min
The Sherman ShowTSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on DurationDoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome StoneX Director of Macro Global Strategy Vincent Deluard to The Sherman Show. Mr. Deluard begins the episode by sharing how his passion for collecting actual paper money and coins ... Read More2023-05-2552 min
The Sherman ShowTSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on DurationDoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome StoneX Director of Macro Global Strategy Vincent Deluard to The Sherman Show. Mr. Deluard begins the episode by sharing how his passion for collecting actual paper money and coins ... Read More
2023-05-2552 min
The Sherman Show™TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and moreDoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome StoneX Director of Macro Global Strategy Vincent Deluard to The Sherman Show. Mr. Deluard begins the episode by sharing how his passion for collecting actual paper money and coins before getting into his career in finance, working at StoneX and teaching at Saint Mary’s College. Messrs. Sherman, Lau and Deluard then get into, among other topics, Mr. Deluard’s nonconsensus calls including his recession doubts (8:29), why he feels a certain level of inflation is accretive to the economy (12:04), why he thinks the government doesn’t need to balance its bo...2023-05-2552 min
Les Investisseurs 4.0137 – Adapter son portefeuille d’actifs aux changements de contexte macro-économique, avec Vincent Deluard (StoneX)🔑 Investis dans un bien déjà loué avec Trackstone ! (investisseurs40.com/trackstone)Offre toi l'expertise d'un CGP vraiment indépendant
Perdu sur l'orientation à donner à ton patrimoine ? Nicolas Decaudain t'apporte ses conseils d'experts avec objectivité et réactivité.
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DESCRIPTION DE L'EPISODE 🎧
Dans cet épisode sur l'investissement, j'ai le plaisir de recevoir Vincent Deluard, stratège de marché chez StoneX Group.
Vincent nous aide à mieux comprendre la macro-économie pour mieux investir.
Au cours de la conversation, Vincent aborde :
les grands principes de la macro-économie pour les investis...2023-05-041h 10
WTFinanceThe FED Is No Longer Your Friend with Vincent DeluardInterview recorded - 24th of April, 2023On todays episode of the WTFinance podcast I have the pleasure of speaking with Vincent Deluard, Director of Global Macro Strategy at StoneX Group. During our conversation we spoke about why inflation could be structurally higher for the long term, the impact on cheap capital, cheap goods and cheap labour and how this will effect asset prices moving forward. I hope you enjoy!0:00 - Introduction0:50 - What has been happening in markets?2:35 - What is the path of monetary policy?5:15 - Will we see i...2023-05-0141 min
Real Vision PresentsRecession? What Recession?Maggie Lake is joined by Vincent Deluard, director of global macro strategy at StoneX Group, to discuss this morning's key inflation data, stress on the banking system, and why infrastructure and chips are 2 reasons the U.S. will not see a recession in 2023.
In the second half of today's show, Vincent will share which assets he believes will outperform in this new economic regime.
You can find more of Vincent’s work here: https://www.stonex.com
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) https://rvtv.io/RVfor1dollar
#financialmarkets #macro #realvision
About Real Vision™:
Real Vision™ is where you can gain an understanding...2023-04-2932 min
Real Vision: Finance & InvestingPrices stay high as investors wonder whether recession will be avoided at a cost.Prices stay high as investors wonder whether recession will be avoided at a cost.Maggie Lake is joined by Vincent Deluard, director of global macro strategy at StoneX Group, to discuss this morning's key inflation data, stress on the banking system, and why infrastructure and chips are 2 reasons the U.S. will not see a recession in 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices2023-04-2935 min
Real Vision PresentsRecession? What Recession?Maggie Lake is joined by Vincent Deluard, director of global macro strategy at StoneX Group, to discuss this morning's key inflation data, stress on the banking system, and why infrastructure and chips are 2 reasons the U.S. will not see a recession in 2023.
In the second half of today's show, Vincent will share which assets he believes will outperform in this new economic regime.
You can find more of Vincent’s work here: https://www.stonex.com
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision Premium access & insights for only $𝟭 (seriously!) https://rvtv.io/RVfor1dollar
#financialmarkets #macro #realvision
About Real Vision™:
Real Vision™ is where you can gain an understanding...2023-04-2832 minThe Market HuddleThe Convenient Recession (guest: Vincent Deluard)This week we have the pleasure of welcoming back Vincent Deluard from StoneX. We have a terrific discussion about why the economy might not be as bad as consensus believes, the best way to play the delayed economic weakness, and we find out if Vincent knows his home region of Burgundy better than his adopted city of San Francisco.
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!! https://www.themarkethuddlemerch.com/
To receive our emails with the charts and links each week, please register...2023-04-212h 04
My Worst Investment Ever PodcastVincent Deluard – Know the Difference Between a Trade and an InvestmentBIO: Vincent Deluard is the global macro strategist for StoneX Group Inc., where he authors weekly commentary on global macro topics and advises pension funds on asset allocation.STORY: Vincent decided to overleverage an ETF during the financial crisis of 2008 in the belief that the economy would bounce back. Interest rates, however, fell, and he lost 70% of his investment.LEARNING: Take into account falling yields and falling inflation. Understand the difference between a trade and an investment. “The more volatile something is, the more likely it will lose its value over time.”Vince...2023-04-1344 minSupply ShockInflation's Role In The Fourth Turning | Vincent DeluardOn today's episode of On the Margin, Vincent Deluard Director of Global Macro at StoneX joins the show for a discussion on the rise of secular inflation.Being early to the inflation call, Vincent walks through the dynamics that allowed him to spot the rise of inflation, and how it will impact the next decade and beyond. We then dive into the role of inflation during a fourth turning and how this could shift the balance back to labor, contrary to the rise of capital during "the great disinflation. To hear all this and...2023-02-2250 min
Real Vision: Finance & InvestingInflation Is the SolutionFederal Reserve board members continue to call for more rate hikes, a day after chairman Jay Powell reaffirmed the central bank’s commitment to higher interest rates. Markets are eager to be free of the shackles of inflationary forces and quantitative tightening, but Vincent Deluard of the StoneX Group sees the bright side of this bear market. He joins Ash Bennington to explore how this painful macro regime shift could lead to a better tomorrow.Plus, we’ll hear a clip from Looking for the Upside, where the author Dror Poleg discusses the evolving real estate market in t...2023-02-0842 min
Real Vision PresentsInflation Is the SolutionFederal Reserve board members continue to call for more rate hikes, a day after chairman Jay Powell reaffirmed the central bank’s commitment to higher interest rates. Markets are eager to be free of the shackles of inflationary forces and quantitative tightening, but Vincent Deluard of the StoneX Group sees the bright side of this bear market. He joins Ash Bennington to explore how this painful macro regime shift could lead to a better tomorrow.
Plus, we’ll hear a clip from Looking for the Upside, where the author Dror Poleg discusses the evolving real estate market in the era of r...2023-02-0839 min
Resolve Riffs Investment PodcastReSolve Riffs with Vincent Deluard on Sources of Persistent Inflation and Higher for Longer.Our guest this week was Vincent Deluard, Director of Global Macro Strategy at Stonex. StoneX (formerly known as INTL FCStone) is an institutional-grade financial services network that connects companies, organizations, traders and investors to the global markets ecosystem through a unique blend of digital platforms, end-to-end clearing and execution services, high-touch service and deep expertise. Our conversation covered: Comparing the narratives from other allocators Is the Fed Pivot here now and will there be a soft landing The rise of structural inflation since before COVID and where will it settle Why the Fed is attempting to s...2022-12-141h 22
What Goes Up5% Inflation for a Decade?Expectations that inflation will normalize to near 2% in the near term will “end in tears,” according to Vincent Deluard, the director of global macro strategy at brokerage StoneX Financial. He contends growth in consumer prices will remain closer to 5% for about a decade. Deluard joined the latest episode of the What Goes Up podcast to explain why he believes inflation will remain stubbornly high and what that would mean for markets. He also reveals what he calls “Silicon Valley’s Seven Deadly Sins.”See omnystudio.com/listener for privacy information.2022-12-0247 minThe Market Huddle7,8,9,10, Then Venezuela (guest: Vincent Deluard)This week we welcome to the show,Vincent Deluard from StoneX. Vincent comes back to the show to give us an update on inflation. Hint: he doesn’t see it coming down as much as you might think. More importantly, Vincent outlines his new trade to take advantage of this persistent inflation.
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Real Vision PresentsEasy Money Has Hard ConsequencesYesterday, the Federal Reserve announced a fourth consecutive 75-basis-point rate hike, and Chair Jerome Powell aggressively pushed back against any thoughts of a “pivot.” Today, the Bank of England followed the Fed with its own 75-basis-point rate hike, even as it warned what would be the country’s longest recession ever has already started and will continue through 2023 and into 2024. The dollar is strengthening against the pound again, though the prospect of a “soft landing” stateside seems to be growing more and more remote. “The world is confronted with many new threats,” writes Vincent Deluard in his most recent newsletter, “and the next twe...2022-11-0329 min
Real Vision: Finance & InvestingEasy Money Has Hard ConsequencesYesterday, the Federal Reserve announced a fourth consecutive 75-basis-point rate hike, and Chair Jerome Powell aggressively pushed back against any thoughts of a “pivot.” Today, the Bank of England followed the Fed with its own 75-basis-point rate hike, even as it warned what would be the country’s longest recession ever has already started and will continue through 2023 and into 2024. The dollar is strengthening against the pound again, though the prospect of a “soft landing” stateside seems to be growing more and more remote. “The world is confronted with many new threats,” writes Vincent Deluard in his most recent newsletter, “a...2022-11-0332 minForward GuidanceInflation Will Run Hot For The Rest Of The Decade, Says Vincent DeluardVincent Deluard, head of global macro at StoneX, has been extremely prescient in calling for persistently high inflation. Vincent returns to Forward Guidance to explain why he thinks that inflation will remain close to the 5-7% range over the next decade, due to inflationary demographics, the reversal of globalization, regular energy crises, and declining immigration.Deluard proposes a “holy Trinity” portfolio consisting of energy companies (which benefit from inflation), banks (which benefit from rising rates), and healthcare companies (which perform during a recession and which offer secular growth exposure at much cheaper valuations to the...2022-10-311h 21
Global Macro Update2023 Stagflation Scenarios… and 3 Sectors to Own NowWhy is inflation so sticky, how long is it going to last, and where should we invest? Show host Ed D’Agostino talks with Vincent Deluard, director of global macro at StoneX, about the trifecta of trends that caused the current inflationary environment... why an economic slowdown won’t cure inflation... what to expect for 2023... and the three crisis-proof sectors every investor should own today. For more of Vincent’s excellent research, click here for a free trial to his StoneX reports. You can also follow him on Twitter. Don’t miss this week’s episode of Global Macro Update—lis2022-10-2828 min
Lead-Lag LiveWhy Recession Won’t Kill Inflation With Vincent DeluardWhat if the Fed can't stop inflation?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You shoul...2022-10-0844 min
The Macro Trading FloorDon't Bet Against The Swiss National Bank | Vincent DeluardOn today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Vincent Deluard Director of global macro at StoneX. Vincent outlines the new regime for inflation before taking a deep dive into the labor market and how structural shifts such as demographics & de-globalization are beginning to cause tectonic shifts for global markets. Finally, despite all the headwinds Europe faces, Vincent shares the bull case for a certain sector of the European economy by outlining his actionable trade idea, but to hear that, you'll have to tune in! -- This episode is sponsored by Saxo Bank. Saxo Bank offers unpara...2022-09-1154 min
Real Vision: Finance & InvestingBulls vs. Bears: Who Wins This Epic Showdown?U.S. equity indexes followed Bitcoin lower at Monday’s open, trading well in the red as investors continued to price in Federal Reserve Chair Jerome Powell’s short but stern message that the central bank will tighten monetary policy until inflation is beaten. The yield on the two-year U.S. Treasury note surged to a 15-year high, and we’re now witnessing the deepest inversion between the two-year and the 10-year U.S. Treasury note in more than 20 years. And September – historically the worst month for stocks – is just around the corner. “Tightening should only worsen the potential for a major...2022-08-3037 min
Real Vision PresentsBulls vs. Bears: Who Wins This Epic Showdown?U.S. equity indexes followed Bitcoin lower at Monday’s open, trading well in the red as investors continued to price in Federal Reserve Chair Jerome Powell’s short but stern message that the central bank will tighten monetary policy until inflation is beaten. The yield on the two-year U.S. Treasury note surged to a 15-year high, and we’re now witnessing the deepest inversion between the two-year and the 10-year U.S. Treasury note in more than 20 years. And September – historically the worst month for stocks – is just around the corner. “Tightening should only worsen the potential for a major brea...2022-08-3034 minForward GuidanceA Profit Recession Is Coming, An End To Inflation Is Not | Vincent DeluardIn the spring of 2020, the idea that the world would see persistent inflation was laughed at. No one is laughing now.Vincent Deluard, head of global macro at StoneX, is one of the few macro analysts who foresaw this inflationary spiral to its full extent. He returns to Forward Guidance to explain how in the next leg of this inflationary saga, corporate profits will plummet as unemployment remains low and inflation fails to return to normal levels. Deluard shares several trade ideas and argues that the bear market has only just begun....2022-06-231h 35
The DerivativeIt’s Not a Fed Put, it’s a Fed Short Call! And more inflation thoughts with StoneX’s Vincent DeluardIn this week's episode, Jeff talks with StoneX's Global Macro Strategist, Vincent Deluard @VincentDeluard, who authors weekly research reports on global macro trends, asset flows, European capital markets, and quantitative topics. We catch him literally right after the Fed hikes 75bps, and learn quickly that Lagarde was an accomplished synchronized swimmer and that having a French accent sure helps selling “French” wine in China. But what about that Fed hike? Are we saved? Are we doomed? Who’s got the cleanest dirty shirt in the global economy this time around?
In this fun chat, Vincent talks about inflati...2022-06-161h 27
Real Vision: Finance & InvestingWill It Be Good News When Inflation Peaks?Neither pandemic nor war can keep down the American consumer, even as persistent inflation and supply-chain breakdowns continue to vex economists, policymakers, and financial media talking-heads. U.S. retail sales rose a seasonally adjusted 0.9% in April, and the figure for March was revised upward to 1.4% from 0.5%, data that reflect resilient demand. At the same time, industrial production was up a seasonally adjusted 1.1% in April, beating a consensus forecast of 0.5% and accelerating from 0.9% in March. U.S. equity indexes rallied on the solid economic data. But Vincent Deluard, Global Macro Strategist at StoneX, has concerns. Though he thinks we’ve re...2022-05-1841 min
Real Vision PresentsWill It Be Good News When Inflation Peaks?Neither pandemic nor war can keep down the American consumer, even as persistent inflation and supply-chain breakdowns continue to vex economists, policymakers, and financial media talking-heads. U.S. retail sales rose a seasonally adjusted 0.9% in April, and the figure for March was revised upward to 1.4% from 0.5%, data that reflect resilient demand. At the same time, industrial production was up a seasonally adjusted 1.1% in April, beating a consensus forecast of 0.5% and accelerating from 0.9% in March. U.S. equity indexes rallied on the solid economic data. But Vincent Deluard, Global Macro Strategist at StoneX, has concerns. Though he thinks we’ve reached pe...2022-05-1835 min
Resolve Riffs Investment PodcastReSolve Riffs with Vincent Deluard on the Historical Trajectory of Inflation and Market ImplicationsVincent Deluard is the Global Macro Strategist for StoneX, where he advises institutional investors on asset allocation and risk management. He joined us for an awesome conversation that covered topics including: His early life in France - expectations for public service but ‘saved’ by a scholarship to study abroad Bitten by the ‘quantitative bug’ from the very start of his career How his macro framework evolved Inflection points in the mega trends that have endured for the last 40 years Concerns with inflation pre-date the pandemic How COVID ‘shrank’ time Sample of one – why Japanese stagnation should not be extrapolated a...2022-05-111h 33
Real Vision: Finance & InvestingThe Fed's Hawkish Tone Hits the Bond Market HardFederal Reserve Chair Jerome Powell said on Monday, “Inflation is much too high,” noting that the Fed would continue to raise interest rates until inflation is under control. And St. Louis Fed President James Bullard reiterated his view that U.S. monetary policy must be tightened quickly to put a stop to upward pressure on inflation that’s already too high, repeating his call for a fed funds target rate above 3.0% this year. Meanwhile, a selloff in government bonds intensified on concerns that rising inflation will drag the nation’s economy into recession. The yield on the 10-year U.S. Treas...2022-03-2341 min
Real Vision PresentsThe Fed's Hawkish Tone Hits the Bond Market HardFederal Reserve Chair Jerome Powell said on Monday, “Inflation is much too high,” noting that the Fed would continue to raise interest rates until inflation is under control. And St. Louis Fed President James Bullard reiterated his view that U.S. monetary policy must be tightened quickly to put a stop to upward pressure on inflation that’s already too high, repeating his call for a fed funds target rate above 3.0% this year. Meanwhile, a selloff in government bonds intensified on concerns that rising inflation will drag the nation’s economy into recession. The yield on the 10-year U.S. Treasury...2022-03-2238 min
The Market HuddleSurprised That Market Is Surprised (guest: Vincent Deluard)This week, Patrick Ceresna and Kevin Muir welcome back Vincent Deluard from Stone X Financial to the show. They have a fascinating discussion about investing in this new inflationary environment, how you should position your portfolio and Vincent even hits us with a Byron Wien surprise that is worthy of his name. *DISCLAIMER*
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2022-02-112h 06Forward GuidanceThe Psychological Toll of Inflation | Vincent DeluardWe're heading for an inflationary decade that will change society as we know it. That's according to Vincent Deluard, director of global macro research at StoneX Group Inc, who argues inflation is not transitory as many insist but rather a feature of the new economic landscape that investors must prepare for. On the seventh episode of Forward Guidance, Deluard gives Blockworks' Jack Farley 5 reasons why high prices are no longer the cure to high prices, including today's tight labor market, the flurry of post-Covid spending packages, and China's withdrawal from its role as an exporter of deflation. Deluard argues t...2021-11-231h 16
Ipse DixitSharfman & Deluard on Indexing to the S&P 500In this episode, Bernard Sharfman and Vincent Deluard discuss their article, "How Discretionary Decision-Making Has Created Performance and Legal Disclosure Issues for the S&P 500 Index." Bernard Sharfman is a Senior Corporate Governance Fellow at the RealClearFoundation, a member of the Journal of Corporation Law’s editorial advisory board, and a former Visiting Assistant Professor of Law at the University of Maryland School of Law and the Case Western Reserve University School of Law. Vincent Deluard is the global macro strategist for StoneX, where he authors weekly research reports on global macro trends, flows, European capital markets and quantitative to...2021-07-1553 min
The Acquirers PodcastImpossible Growth: Vincent Deluard of StoneX on gold, inflation, and hypergrowth MAGA stocks with Tobias Carlisle on The Acquirers PodcastVincent Deluard, CFA is a Global Macro Strategist and Director at StoneX. He is a professor of finance at Saint Mary's College and a member of the CFA Society.
Twitter: https://twitter.com/VincentDeluard
Website: https://www.stonex.com/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad...2021-06-2144 min
Bloomberg IntelligenceISM Manufacturing & the Burning Hot EconomyTimothy Fiore, Chairman of the Manufacturing Business Survey from the Institute for Supply Management discusses the monthly Manufacturing ISM report. Main Street USA is opening back up. Jay DesMarteau, Head of Commercial Distribution at TD Bank discusses the health of small business as the country emerges from the pandemic. David Siemer, CEO of Wave Financial discusses cyptocurrency volatility, yield strategies, and the future for FCC approved crypto ETFs. Vincent Deluard, Global Macro Strategist at StoneX, discusses hyper-growth stocks, and the industries leading the way in the coming decade. Hosted by Paul Sweeney and Matt Miller.
Learn more about your ad-choices...2021-06-0125 minWhat Goes UpOver the BorderlineVincent Deluard, director of global macro strategy at the brokerage StoneX Group, discusses how Mexico and Canada may be primed to benefit from the continued reopening of the U.S. economy following the pandemic.Mentioned in this podcast:Did Capitalism Kill Inflation?Space Aged: Bottle of Wine from Space Station Could Sell for $1 MillionSee omnystudio.com/listener for privacy information.2021-05-0737 min
The Market HuddleInflation Obsession (guest: Vincent Deluard)In this episode, Patrick Ceresna and Kevin Muir welcome Vincent Deluard from Stone X to the show. They have a terrific macro discussion that you don’t want to miss and we might even figure out what’s up with Vincent’s inflation obsession.2021-04-232h 10Bloomberg IntelligenceSEC Commissioner Crenshaw: We Need To Close Insider Trading LoopholesSEC Commissioner Caroline Crenshaw discusses her Bloomberg Opinion column: “Insider Trading Loopholes Need to Be Closed.” Constance Hunter, Chief Economist at KPMG, on retail sales and what to expect at this week’s FOMC meeting. John Butler, Senior Telecom Analyst for Bloomberg Intelligence, on who is winning the 5G race. Vincent Deluard, Global Macro Strategist at StoneX, on why it’s the golden age for global macro. Hosted by Paul Sweeney and Matt Miller.
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com2021-03-1630 minWhat Goes UpPerpetual Motion StocksAnother week, another record high for stocks – even in the midst of political unrest. Vincent Deluard, director of global macro strategy at StoneX Group Inc., discusses the disconnect between stocks and reality, a so-called “bear market for humans,” his outlook for 2021, and the risk of inflation.Mentioned in this podcast:Stock Market Warns Workers That They’re the Problem for BusinessDay-Trader Heaven Arrives as Tesla, Bitcoin and Stock Options SurgeSee omnystudio.com/listener for privacy information.2021-01-0840 min
The Alt Asset Allocation Podcast16: Your Stock & Bond allocation and Inflation - Macro Outlook with Vincent DelaurdFor the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Vincent Deluard, CFA is the Director of Global Macro Strategy at Stonex.
Vincent joins us to discuss the shortcomings of 60/40 Equity/Bond portfolio, the 8 horsemen of inflation and how to position an investors' portfolio accordingly.
The 60/40 portfolio has been an industry standard for asset allocators for years, with bonds yielding near-zero and equities at all-time-highs, things may change for this 'gold standard' allocation.
Things are changing. We talk about the growing wealth gap, the "boomer CPI" figure...2020-11-1648 minMacro VoicesMacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 PortfolioMacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more.
Link: https://bit.ly/3iDyBAz
2020-08-131h 00The Market HuddleIs There A Path To Recovery? (guests: Vincent Deluard and Liam Vaughan)In episode #80, Patrick Ceresna and Kevin Muir welcome Vincent Deluard, a Global Macro Strategist from INTL-FCStone. Vincent talks Europe and the problems COVID-19 introduces to the whole European Union, and the generational shift that is about to envelop developed economies and what that might mean for markets in the future. Then they welcome special guest, Liam Vaughan, the author of Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History to talk about his book and the story of Nav Singh Sarao.2020-05-152h 28What Goes UpDeath of the Buyback?This is a year when unthinkable events have become commonplace. That has some investors wondering if the Federal Reserve could end up making what was previously an unthinkable move: purchasing stocks. Vincent Deluard, global macro strategist for brokerage INTL FCStone, discusses.Mentioned in this podcast:With Stocks Buybacks Halted, We’ll See How Much They MatterStock Fear Gauge Falls to Nine-Week Low After Topping 2008 HighsSee omnystudio.com/listener for privacy information.2020-05-0834 minBloomberg IntelligenceYears Before U.S. Gets Full Employment Back: HFE's WeinbergCarl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the U.S. economy could change after coronavirus. Sri Natarajan, Bloomberg finance reporter, on Morgan Stanley earnings. Vincent Deluard's, Global Macro Strategist at INTL FCStone, on stagflation.
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com2020-04-1626 min
Odd LotsDid Passive Investing Fuel A Bubble In Ultra-Large Tech Stocks?Questions continue to arise over the effect of passive investing, and whether or not it's somehow distorting the market. On this week's episode, we speak to Vincent Deluard, the Director of Global Macro for INTL FCStone Inc., who argues that the endless bid for ETFs have helped fuel a bubble in megacap stocks, which continue to outperform the market.See omnystudio.com/listener for privacy information.2020-03-0941 minBloomberg IntelligenceChina Sell-Off Is Buying Opportunity: KraneShares CIOBrendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impacted by counterfeiting at Amazon and other online retailers. Noah Feldman, Harvard Law Professor who testified at the House Impeachment trial, and Bloomberg Opinion columnist, discusses how the GOP Senate has condoned future election interference. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his global macro outlook and the theme of the year: reflation. Hosted by Lisa Abramowicz and Paul Sweeney.
Learn more about your ad-choices at...2020-02-0326 minBloomberg IntelligenceDebt Capital Will Flow Into Cannabis: Canaccord CEODan Daviau, CEO of Canaccord Genuity, talks about his outlook for 2020 for markets and beaten down cannabis sector. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his latest report, "Six Reasons for EM Outperformance in 2020. Max Nisen, Bloomberg Opinion health care columnist, on Obamacare in jeopardy after a federal court struck down the Obamacare individual mandate. Seema Shah, Director Consumer and Retail Trends at Creditntell, with a holiday retail preview. Hosted by Lisa Abramowicz and Paul Sweeney.
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com2019-12-1930 min
Rethinking the DollarNegative Interest Rates Don't Work w/ Vincent DeluardThose who had hoped that things could not get worse with the monetary policy of the European Central Bank (ECB) have been proven wrong. At its last meeting on 25 July 2019, the Governing Council of the ECB kept interest rates unchanged: the main refinancing rate was kept at 0.00% and the deposit rate at -0.40%. At the same time, however, ECB President Mario Draghi has prepared the ground to lower interest rates even further in the coming months. What is the reasoning behind that?
During this interview Vincent Deluard shares his thoughts on why. Watch the interview here:
2019-08-2930 min