The Fed Will Choose Inflation Over Recession | Vincent Deluard

The Fed Will Choose Inflation Over Recession | Vincent Deluard

Vincent Deluard, Director of Global Macro Strategy at StoneX joins Monetary Matters to discuss why he believes changes to policy makers toolkit and to the structure of the economy mean recessions are “cancelled.” He also discusses why he believes Trump’s MAGA economic policies will be bad for corporate profit margins and his bullish outlook on oil and energy stocks. Follow Vincent Deluard on Twitter https://x.com/VincentDeluard Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max Wiethe on Twitter https://x.com/maxwiethe Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 01:07 Recessions are Cancelled 08:23 The No Recession Feedback Loop 11:11 Impact of Tariffs 13:21 MAGA’s War on Corporate Profits 19:26 Corporate Tax Rates 21:56 Fiscal Balance of Payments Crisis 26:11 Outlook for Inflation, Growth, and Rates 36:07 Outlook for the Stock Market 40:51 US Multiples Compared to Rest of the World 45:18 Bullish View on Oil & Energy Sector 55:15 July Fed Predictions

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Stock Market on Shaky Foundations | Blind Squirrel Macro’s Rupert Mitchell on IPO Supply, Oil, and Private Credit

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18 Maalis 1h 26min

The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners

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“Deflationary Bust” A Risk From AI | Alex Gurevich’s Bull Case on Rates, “Perfect Trade” Potential in Japan, and The Risk of Artificial Intelligence Poses to Labor Market

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Could the Iran War Cause a New Oil Crisis? | FT's Chief Economics Commentator Martin Wolf

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13 Maalis 1h 1min

Joseph Stiglitz: Higher Oil and Food Prices From Iran War Risk 1970s-Era Stagflation

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