The predominant mantra through stock exchange news is that rates of interest will be reduced because that is how it operated in the past and now the world can not sustain higher rate of interest. What if greater rates are here for longer?
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Nice sven
Could you do an updated housingmarket forecast. Should starters get a mortgage/house now or wait ?
Top content as always Sven 👍
Thank you 🙌
My wife bought a CD about 6 months ago and the bankers at the time said to expect one more rate increase and not to expect a decrease.
I have looked at the dividend growth rate of various big companies considered dividend aristocrats. All I have looked at showed a decreasing cagr over time. Only Home Depot looks interesting at this point.
I’m more wary of commercial real estate loans defaulting if the interest rate is not decreased.
Falling rates with high and increasing inflation…
Thank you Sven
Recently you mentioned that your biggest position is in Chinese Stocks
In your next video can you discuss the risk/reward of investing in Chinese stocks as well as the Chinese government’s unspoken partnership with all Chinese companies
Thanks
I am not investor but i watch you!
Great analysis Sven!
Thank you, Sven ❤
Thanks for the video Sven.
Many investors are hyper fixated on interest rates but they are much less important than people believe. US markets are at all time highs after the most aggressive rate hiking in history. I wouldn’t think/worry about rates at all
Is there a reason why everyone focused on rate cuts but not on nominal growth. So long as nominal growth is low then aggregate demand will be above supply so inflation will pick up again. I am always surprise that productivity is almost always ignore.
Nice point! 😊
Low unemployment doesn’t mean maximum employment according to Powell. He wants to see the labor force expand.
Inflation is persistent, the world is deglobalizing, war between Russia and NATO seems to loom ever closer, same with China and many countries already in a technical recession. They say history doesn’t repeat itself, but it rimes and the rime is very similar to the 70s / 80s stagflation period. Bloomberg’s high frequency economic indicator for the US shows a picture very different from that painted by the general media, with the US economy in much worse shape. If I had to bet, I would go with a sharp reduction of interest rates by the FED followed by a second wave of inflation. That is why I think value investing must be combined with economic cycle theory analysis in order to get better protection.
I will give you a scenario of rates rising. It we get a heat wave during the planting season then corn could be a bust and cows, pigs, chickens are feed on corn so their prices could spike- Feds won’t drop rates- maybe raise them.. We had a huge heat wave late last summer and this winter was the warmest on record. Keep your figures crossed. Better yet fill up the freezer now – might not be able to afford a steak shortly.
Great content!
Inflation will be above interest rates because states need to deflate their debt and the debt they take in the future 😂
i just cant see a scenerio where they dont lower intrest rates at this point. highly influenced from the politicians, no one cares about wealth gap, US debt out of control and lowering it well help them.
inflation continues to get brushed off.