Weekend edition EP67: Powell talks about Stagflation, without mentioning Stagflation

MPC Markets Weekly Roundup: Bulls vs Bears

Summary

In this episode, the JT, Kai & Mark discuss various aspects of the financial markets, including recent trade deals, stock performance, and the dynamics of the entertainment industry. They analyze the implications of economic indicators, the performance of commodities and Bitcoin, and the broader economic landscape, including debt and inflation. The conversation culminates in predictions for future market trends and sentiment.

Takeaways

  • Trump’s trade deal with Britain lacks substance.
  • The market is looking for any positivity to rally.
  • REITs have been performing well recently.
  • Disney’s recent performance reflects changing audience expectations.
  • The IPO process is evolving with more mature companies entering the market.
  • Gold and Bitcoin are seen as safer trades amid inflation concerns.
  • The US dollar is showing signs of strength despite mixed signals in the market.
  • Market sentiment is cautious, with mixed indicators of greed and fear.
  • Investors are advised to be careful with gold miners’ hedging strategies.
  • The hosts predict a bullish trend for the upcoming week.
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