Maggie Lake Talking Markets

Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard.


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The Fed left rates unchanged but Vincent Deluard says the real story is elsewhere. The Director of Global Macro Strategy at StoneX joins Maggie Lake to explain why the 2% inflation target is dead, why investors should fade the 2026 rate cuts, why the move into international stocks is only beginning. You can follow Vincent on X here: https://x.com/vincentdeluard Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa....Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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