Gary Shilling, President of A. Gary Shilling & Co., discusses the latest Fed rate cut, as well as his outlook for stocks, real estate, and bonds, as well as his asset allocation strategy.
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*This video was recorded on September 26, 2024
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0:00 - Intro
0:50 - Jobs market
3:26 - Fed's 50 bps rate cut
5:41 - Unemployment rate
9:48 - GDP revisions
11:45 - Fed funds rate projection
12:30 - Is economy repeating 2007, 2008?
16:38 - Outlook for earnings, stock markets
18:55 - "Shock" for economy
20:00 - Bond market outlook
21:20 - China stimulus
26:10 - Global central bank policies
27:33 - Asset allocation
31:08 - Bitcoin
32:50 - Gary Shilling & Co.
34:11 - Global growth
#economy #investing #stocks