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‘We’re In The Midst Of Another Boom’
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ticker lesson
Breakdown
0:00lesson
Macro outlook and market phases
- Boom phase in equity and commodity markets
- Fed and central banks keep spigots wide open
- Investors excited, commodity prices rising
- Job market good but slowing slightly
- Economy running hot, growth expected
- Sovereign debt market to watch
- Base case: sovereign debt under control
- Equity and commodity markets to continue upward
1:58lesson
Duration of the boom and bubble risks
- Timing is tricky, not a question of weeks
- 6 months to a year ahead, subject to change
- Bubbles don't pop unless central banks tighten forcefully
- Current point not at tightening threshold
- Bubbles don't pop with marginal tightening
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