Thoughts From The Divide: An Inevitable Recession? –Surprise! (An Interview)

In lieu of this week’s Thoughts From The Divide newsletter, we’re thrilled to share Julian Brigden’s recent chat with Blockworks’ Felix Jauvin. So, what’s on the docket? Well, we dive headfirst into the market’s somewhat naive hope that central banks will start slashing rates like they're on a budget cut spree. Spoiler alert: historical trends suggest that rate adjustments are rarely as swift or predictable as we'd all like. Those tightening cycles? They’re like that unpredictable friend who shows up late and drunk—potentially disastrous. Next up, we take a magnifying glass to those overly rosy 2025 pricing forecasts. Turns out, the market's optimism might be a tad misplaced. We break down the difference between disinflation that’s deliberately crafted and the kind that just happens because, well, life. Either way, it’s a wild ride with plenty of risks to consider.
BY JON WEBB

  • Posted on July 25, 2024
  • by MI2 Research

We’re thrilled to share Julian Brigden’s recent chat with Blockworks’ Felix Jauvin.

So, what’s on the docket? Well, we dive headfirst into the market’s somewhat naive hope that central banks will start slashing rates like they’re on a budget cut spree. Spoiler alert: historical trends suggest that rate adjustments are rarely as swift or predictable as we’d all like. Those tightening cycles? They’re like that unpredictable friend who shows up late and drunk—potentially disastrous.

Next up, we take a magnifying glass to those overly rosy 2025 pricing forecasts. Turns out, the market’s optimism might be a tad misplaced. We break down the difference between disinflation that’s deliberately crafted and the kind that just happens because, well, life. Either way, it’s a wild ride with plenty of risks to consider.

Oh, and let’s not forget the looming threat of a recession—because who doesn’t love a good dose of economic drama? Central banks are juggling inflation and growth like circus performers, while shifts in corporate pricing could keep inflation alive and kicking.

As for asset ownership, brace yourselves. We’re calling out the potential for a market correction that could hit every asset class. Our advice? Keep your wits about you, set tight stops on investments, and stash some cash. Think of it as your financial safety net for when the market decides to throw a tantrum.

Enjoy the interview!

{VIDEO} https://mi2partners.com/blockworks-on-the-margin-an-inevitable-recession-why-the-soft-landing-is-a-myth/

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