Over the past month, market dynamics have shifted from inflation concerns to questions of economic growth, otherwise known as a classic 'Growth Scare'. In this episode, Chase and David have a chat about how the growth scare developed, what to watch for going forward, and how a multi-year carry trade involving Japan contributed to the big market sell-off over the past few days. Enjoy!
(2:30) The Fabled Yen Carry Trade
(6:40) Fast Markets
(8:15) Recent jobs data
(10:30) The new market debate
(14:05) Rate outlook
(19:30) The wisdom of markets
(25:40) Financial Planning mixed with volatility
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase and David and should not be held as representations of their respective firms.
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Music by Agent Method
