Markets Are Not Priced For A Recession | Julian Brigden

November 15, 2022

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Julian Brigden Co-founder of Macro Intelligence 2 Partners to discuss the recent rally in markets.

In 2022, inflation remains Powell's single focus. After tightening financial conditions all year, markets in recent weeks have rallied on lower than expected CPI & PPI prints. Julian walks through the dynamics that could be at play for an end of year rally, but holds conviction that markets are not priced for a recession in 2023.

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00:00 Introduction
01:03 Are Equties Signalling A Bear Market Rally?
06:20 Inflation In The U.S
10:06 Markets Are Not Priced For A Recession
14:05 Equity Market Liquidity
19:16 The End of Hyper-Financialization
24:40 Powell Is Channelling His Inner Volcker

Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

The views or opinions expressed in the broadcasts are solely those of the individuals involved and do not necessarily represent those of INK Research and Canadian Insider.

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