Markets Weekly April 20, 2024

#federalreserve #marketsanalysis
Fed scares the market
IMF concerned about US fiscal deficit
A potential Trump Accord

00:00 - Intro
1:38 - Fed scares the market
6:58 - IMF concerned about US fiscal deficit
11:40 - A potential Trump Accord

For my latest thoughts:

For macro courses:

My best seller on monetary policy:

[ivarlast]

My advice to everyone is this : if you want to grow big this year especially in your finances. Be willing to take risks. Saving is great but taking risks puts you on a pedestal where you wouldnt have to worry about savings as you do now. Thanks to larysa Caba, my portolio is doing really great and im proud of the decisions i made last year.

[danielslavin]

This channel delivers one of the best weekly market reports out there. Fed Guy is the GOAT!!

[shellywhite]

What are the best additions to a $500k portfolio to boost performance?. ETH is Up and will do better, I believe as indicators for profits continue to improve. investors like me believe that “Santa has come early” to the markets

[yzhere]

I have been listening to your weekly review for a while and this one, in my opinion, is the best one yet. It is always helpful when you zoom out, give us a macro view and, importantly, touch on economic theory and ''basics'', like dollar depreciation etc. I look forward to your commentary/video on the methods of achieving just that. Thank you.

[Red]

Joseph. Very hard to see rate decrease given today's numbers. My guess it will be more of the same. No change at this time.

[chrisp]

Bravo, Joseph! Bravo! Another masterclass. There is so much excellent content in this video it's staggering. Thank you very much for being so dedicated to your viewership. The mention of a hypothetical 'Trump Accord' had me ROFL. Thanks again for this gem! ❤

[sams]

We need more content Joseph, this is gold but it’s too short

[lelandwang]

This is so good, learning more and more from u every week! Trading rates at a bank rn and all ur macro terms helps me so mich

[weizhou]

the fact that he admitted being wrong in the beginning of the video makes him even more reliable to listen to👍

[Kep]

Joseph, what do you recommend someone in their 30s to do with their investments? Just keep buying and ignore the noise(s)?

[mistermcluvin]

Good video and great information. Yes, CTAs selling off, dollar and VIX rising, markets unwinding 2024 gains. The AI chip sector seems to be meeting current earnings but giving much weaker guidance then we were priced for, not good. I'm holding my NVDA for now tho. Hope we find support at the 100, else we are headed to the 200.

[alexnezhynsky]

Depreciating the dollar sounds super inflationary. Also, they overdid it with Plaza Accord and had to step in again with Louvre Accord just 2 years later. Best to leave it alone probably

[Nicosazu]

Great information and analysis. Thank you Joseph

[rowenahenderson]

Excellent explanation of financial subjects Joseph

[GenXstacker]

That's a lot of food for thought. Very intrigued by the dollar devaluation possibility.

[Cecilia-]

I wish you can do 2 videos a week, 1 on recap, 1 on how details on what you expect to happen short term, mid and long term and why

[MrUseur]

Good night, Joseph. Thanks. From Germany

[fidelsalazar]

Well you said 3 cuts will see, thanks for the video

[splendidsnapshot]

I appreciate you sharing your knowledge.

[granttharby]

Another great report. Mr Bond Market has already hiked rates from the January misplaced euphoria. Yield curve needs to steepen and the top half of the K shaped economy needs to 'feel some Powell pain'