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Where Are We In The Bull Market? | Jurrien Timmer
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2024/10/29
Forward Guidance
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Chapters
Introduction
Where Are We in the Bull Market?
Is this Bull Market Unique?
Economic Resilience to Short Rates
Quantitative Tightening & Liquidity
Election Impact on Markets
Unpacking the Move in Yields
Outlook for Risk Assets
Earnings vs Valuation
Did We Achieve a Soft Landing?
Inflation Reacceleration Risk
Gold, Bitcoin & Monetary Hedges
Path to Negative Real Rates
When Does the US Debt Level Actually Matter?
Learn More About Jurrien
Shownotes
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