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Is Bond Market Cash Behind the Stock Market Bull?
Manage episode 385682234 series 3012803
Контент предоставлен InTrumpTimePress. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией InTrumpTimePress или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
GET THE TRANSCRIPT AT HTTP://PETERNAVARRO.SUBSTACK.COM
Hi. Peter Navarro here with this week’s market rap for the week ending November 24, 2023.
The US stock market took another quizzical leg up, with the S&P 500 rising 2.2% for the week and up a total of 7.6% for what has been described as a “red hot” November.
This current rally has indeed defied the expectations of most stock market analysts, and the question remains, where does the market go from here?
In thinking about why the market has been moving up despite all the signs of a rapidly slowing economy, one possible explanation may be that of the dynamics of what is called “asset allocation.”
LISTEN FOR THE REST OF THE STORY OR VISIT HTTP://PETERNAVARRO.SUBSTACK.COM
140 эпизодов
Поделиться
Manage episode 385682234 series 3012803
Контент предоставлен InTrumpTimePress. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией InTrumpTimePress или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
GET THE TRANSCRIPT AT HTTP://PETERNAVARRO.SUBSTACK.COM
Hi. Peter Navarro here with this week’s market rap for the week ending November 24, 2023.
The US stock market took another quizzical leg up, with the S&P 500 rising 2.2% for the week and up a total of 7.6% for what has been described as a “red hot” November.
This current rally has indeed defied the expectations of most stock market analysts, and the question remains, where does the market go from here?
In thinking about why the market has been moving up despite all the signs of a rapidly slowing economy, one possible explanation may be that of the dynamics of what is called “asset allocation.”
LISTEN FOR THE REST OF THE STORY OR VISIT HTTP://PETERNAVARRO.SUBSTACK.COM
140 эпизодов
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Похожие на Peter Navarro’s Taking Back Trump’s America
Real debate without the hate! Become a supporter of this podcast: https://www.spreaker.com/podcast/the-more-perfect-union--3292862/support.
…
continue reading
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
…
continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
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Economic Update with Richard D. Wolff is a weekly nationally syndicated program produced by Democracy at Work and hosted by Richard D. Wolff. The program explores complex economic issues and empowers listeners with information to analyze not only their own financial situation but the economy at large. Beyond focusing a critical eye on the economic dimensions of everyday life - wages, jobs, taxes, debts, interest rates, prices, and profits - the program also explores systemic solutions to our ...
…
continue reading
A weekly discussion of the geopolitical implications of current events in the Asia-Pacific, hosted by Ankit Panda and Catherine Putz from The Diplomat, with regular guests.
…
continue reading
Wake-up with America's first news - Host Gordon Deal goes beyond the headlines with the day's first look at news and business news from the U.S. and around the world; bringing a lively blend of intelligent information, humor, and expert analysis to morning radio.
…
continue reading
The Seen and the Unseen, hosted by Amit Varma, features longform conversations that aim to give deep insights into the subjects being discussed. Timeless and bingeworthy.
…
continue reading
“The Run-Up” is your guide to understanding the 2024 election. Host Astead W. Herndon talks to the people whose decisions will make the difference. Listen to this podcast in New York Times Audio, our new iOS app for news subscribers. Download now at nytimes.com/audioapp
…
continue reading
Want to know what's really going on in Parliament House? Fran Kelly and Patricia Karvelas give you the political analysis that matters and explain what it means for you.
…
continue reading
The Washington Post’s Libby Casey, Rhonda Colvin and James Hohmann gather for a weekly conversation about former president Donald Trump’s ongoing legal troubles. As trials loom in New York, Florida, Georgia and Washington, D.C., the team will break down the most important – and historic – twists and turns, all as Trump seeks a second term as president. The crew will sit down each Thursday (with the occasional breaking news episode) to discuss what has happened that week, and what’s coming up ...
…
continue reading
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