Recession Risk Looms: Fed Cuts and S&P 500 Impact as Labor Market Weakens - Peter Berezin

Jeremy Szafron, Anchor at Kitco News, interviews Peter Berezin, Chief Global Strategist at BCA Research, about the U.S. economy. They discuss the sharp decline in U.S. job openings, hitting their lowest since 2021, and its implications for Fed policy. Berezin shares his insights on the potential recession, inflation risks, and what this means for the broader markets. He also explores how these economic trends may affect investors, offering his predictions for the S&P 500, bond markets, and upcoming volatility.

00:00 - Introduction
02:10 - U.S. Job Openings Hit Lowest Level Since 2021
05:05 - Fed’s Position and Inflation Concerns
07:45 - Nvidia's Antitrust Probe Impact
10:00 - Short Trade Strategy and Economic Outlook

#USEconomy #StockMarket #RecessionWarning #FedRateCuts #InflationRisks #LaborMarket #Nvidia #YieldCurve #InterestRates #TechStocks #InvestmentStrategy #PeterBerezin #FinancialNews #MarketOutlook #S&P500 #EconomicForecast #BondMarket #AIMarket #NvidiaAntitrust #StockMarketAnalysis #GoldPrices #KitcoNews #InvestingTips #FedDecision #MarketVolatility #StockTrading #MacroEconomics #AITrends #FinanceNews #EconomyNews #MarketAnalysis #Investment #jeremyszafron
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Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

[LizaPhilips]

I’m curious about how dividend income from these players stacks up against the S&P 500. With inflation rising, how can I grow my $350K cash reserve into 7 figures in the next 2 years?

[DonaldMark-nese]

Rate cuts commence in June 2024, taking 6-8 months to complete. A potential crash, if any, might occur by March 2025. The soft landing narrative is gaining traction, making this big recession everyone is calling for less likely. With $1 million from a business sale, I'm seeking profitable investment opportunities for the next 3 years.

[BenRovello]

If the unemployment rate is able to remain steady while the Fed hikes and inflation falls back to target, a soft landing might be on the table

[johnrubino]

Driving by car dealers in the northeast of the country all the dealer lots are chuck full of cars! I have never seen the lots so full. Funny too I didn't see any Labor Day car commercials for new deals on cars. Kinda weird.

[normandolinic]

Let the free market adjust bonds, money rates, and everything else.

[rudeawakening]

GO WITH PHYSICAL SILVER !
Samsung silver battery is a game changer !

[albacusBC]

That's very interesting. So do you think it's best for us who are not institutional investors to focus on index funds or individual stocks? I want to redistribute my 60k portfolio and I preferably want the asset class with the best return on investment

[jasonweishaupt]

I made 3250% returns on SH call options Q1 of 2020. Much cheaper than SPY puts.

[SilverDadKnows]

The labor market is weakening due to economic instability, and silver is set to skyrocket as investors seek safe assets amid growing uncertainty.

[JimmieJohn]

Where is our blonde bombshell? This dude ain’t cutting it.

[JamesWalton-yx]

I really appreciate your clear and simple breakdown on financial pitfalls! I lost so much money on stook market but now making around $18k to $21k every week trading different stocks and cryptos

[renee]

Investors are still in denial about the fundamentals of the economy. They expect rares will soon be cut and believe the topline GDP numbers signal a strong economy. However, they dont. Credit card balences are maxed out, more credit is hard to come by for consumers, a ton of companies are about to beforced into refinancing their debs at far higher interest and the regional bank backstop program is out this month. There's also the fact that inflation ticks higher than expected every single time the markets believe a rate cut is around the corner and a rate cut would cause a surge in inflation. The fed sees this stuff, guys. The only wild card for us investors is to actively engage the market by trading, we always over complicate things when we speculate. It's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[PoorBoys_]

We haven’t hired anyone in two years and soon will be laying people off

[yourdriven]

More jobs than people here in Australia
$80.000 average pay

[pictureworksdenver]

Recession talk again? I'll believe it when I see it. Remember folks, recessions are not permitted.

[jimmillward]

The nose of the aircraft is cutting a gouge down the length of the runway, flames are licking up past the cockpit windows and the engines are lying in a smouldering crater 2 kilometres away in a is your soft landing

[postmanlondon]

I am ripe for the plucking my small amount of investments look likely to suffer. ATM I am breaking even, some winners but one catastrophic loss three days after investing what for me was quite a large sum. Call me suspicious but all of the reviews were advising a strong buy! 🤬

[Cynthiapeuc]

NVIDIA did not receive a notice. False flag

[GreatTransportation]

The JOLTS report is just one piece of data that we measure, but we believe that unemployment is transitory- FOMC

[silviofontana]

35% of a recession, 65% of no recession