Nick Reece, Vice President of Research at Merk Investments, joins Jack Farley to share his outlook on the business cycle. He goes through a checklist of topics to dive deeper into including inflation, unemployment rates, mortgage rates and more.
Are we currently facing a recession? According to data that the Business Cycle Dating Committee uses, Reece seems to not believe so. But that’s not to say that the US will not go through another recession at some point. Reece explains once job reports come out, we can determine economic projections.
Filmed on July 7, 2022.
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Timestamps
00:00 Introduction
00:35 Nick's Outlook of the Business Cycle
11:13 Getting the Federal Reserve In Trouble
18:18 Expectations on Gas and Inflation
21:28 Unemployment and Inflation in the Cycle
28:54 Bit.com Ad
29:25 Recession on a Global Scale
32:10 PMIs
37:35 The Fed's Attempt to Combat Inflation
45:20 Where Priorities are Placed at the Federal Reserve
46:15 Projections for the Business Cycle
49:17 Asset Allocation
58:15 Looking at the Price to Earnings Ratio
1:00:45 Looking at Liquidity
1:04:58 Are We In A Recession?
1:09:58 Investments Nick Is Excited About
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Disclaimer: Nothing discussed on Forward Guidance 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.
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