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Investors have been trained to expect the FOMC to ease monetary policy at the first sign of economic weakness. In 2023, the FOMC won't pivot immediately as the economy slips towards recession. This will create a window of vulnerability for stocks and create a buying opportunity.
Jim Welsh
Macro Tides,
Macro and Technical Strategist
As a 40-year veteran, Jim Welsh provides expert monetary analysis and is one of the few strategists that have the experience, knowledge, and combination of skills to help you navigate the coming secular bear market in equities. The cornerstone of his tactical strategy is the intersection of economic fundamentals, monetary, and technical analysis. Mr. Welsh covers stocks, treasury bonds, dollar, and precious metals.
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