David Osman of IRF is joined by Ron William, the Founder of RW Advisory.
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Ron William is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research & institutional firms. He specialises in blended, top-down, semi-discretionary analysis, driven by cycles and by his proprietary timing models, which use both quantitative and qualitative techniques.
In this podcast Ron explains why the trade-weighted dollar index (DXY) is likely to depreciate and assesses the outlook for the US currency against the euro, sterling and the Japanese yen. He then discusses the prospects for the government bond markets in the US and UK with reference to the recent trends in 10-year yields and the economic outlook.
With respect to the US stock market, Ron identifies the factors that have caused the US S&P 500 Index to become extremely overbought and discusses the potential for this to continue or unwind in 2024. He points out that the UK FTSE 100 Index is close to the middle of the 7,000 – 8,000 trading range that has been established for several years, however he foresees downside risks that could provide a healthy correction. Ron also discusses the reasons behind the very strong performance of the Japanese stock market and foresees the major uptrend in the Nikkei 225 Index continuing and eventually reaching a new all-time-high above the psychologically important 40,000 level. In conclusion, he discusses the performance of various commodities and highlights the bullish outlook for gold.
RW Advisory specialises in blended, top-down, semi-discretionary analysis, driven by cycles and proprietary timing models, which use both quantitative and qualitative techniques. Ron William is also a behavioural finance expert, trading psychologist and performance coach. He uses the latest techniques in behavioural/risk assessment modelling, peak-performance, neuro/body science and stress response management, including mindfulness and coherence training, supported by his market strategies.
“Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro
"The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics
"The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo
"Global Investing at a Time of War", David Murrin, Global Forecaster
“Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies
“The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics
“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group
“Latin American Politics: Navigating The Rapids”, Marcos Buscaglia, Alberdi Partners
“Japan: Back in the Big Time?”, Ryoji Musha, Musha Research
“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory
“ESG Investing: Pitfalls and Potential Opportunities”, Lenka Martinek, Sustainable Market Strategies
“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence
“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro
“US Economic Policy: Teetering on an Inflationary Equilibrium”, Brian Pellegrini, Intertemporal Economics
“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money
“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro
“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors
“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research
Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF
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