IRF’s JP Smith is joined by Donald Luskin of TrendMacro in this riveting podcast where Donald iterates his view that the post-pandemic bull market is not over.----more----
Recalling past crises, Donald remarks that such events promote rapid innovation. In the case of the Covid-19 pandemic, technological innovations have partly facilitated vast growth. Thus, despite the challenge of reliably measuring productivity and a workforce reduced by 5 million, US GDP on a real inflation adjusted basis is far higher than pre-pandemic levels. Addressing the elephant in the room, the looming impact of the Omicron variant, Donald draws on TrendMacro's COVID-19 pandemic and impact of lockdowns model which provides insights on the supposed benefits, or lack of benefits, from implementing lockdowns. Additionally, he expresses his view that inflation is transitory and that the bond market does not reflect the views of many prominent economic thinkers. Donald further shares his thoughts on commodities and in particular, oil – which is experiencing a demand shortfall due to reduced global mobility.
“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
“Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory
“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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