Peter Berezin, Chief Global Strategist of BCA Research, discusses the outlook for equities, monetary policy, and economic growth for 2025. Berezin calls for a recession next year and a "broad based decline" in U.S. equities.

*This video was recorded on December 17, 2024

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0:00 - Intro

2:10 - Non-consensus market view

4:16 - Economy entering recession in 2025

5:38 - Retail sales

7:25 - Stock markets correcting

10:18 - Where to hide in 2025?

11:20 - Inflation

12:30 - GDP forecast

14:30 - Months in recession, U.S. economy

18:50 - Government debt and deficit

23:30 - Labor market

26:00 - China’s economy

27:45 - U.S. vs. Foreign markets

29:30 - Oil

#stocks #economy #investing