Jim Thorne, Chief Market Strategist at Wellington-Altus Private Counsel, discusses his outlook for Fed monetary policy, market reaction to this week's 50 basis point rate cut, and impacts of deflationary forces in the economy.

Watch Jim's last interview with me: https://youtu.be/3-E7K73Q6Uc?si=q9rfcuGGPtc6-USM

*This video was recorded on September 19, 2024

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0:00 - Intro

2:30 - Are we in a financial crisis?

7:20 - Historic market reaction to a Fed pivot

10:20 - What markets are pricing in now

12:30 - Decade of low growth

14:52 - 2% Fed Funds rate by next year

20:00 - Bond market outlook

21:00 - Stagflation possibility

23:40 - Monetary policy mistake

25:20 - Bank of England rates

27:20 - U.S. dollar outlook

30:00 - Risks of deflation

31:48 - Is “cheap money” the norm?

34:40 - Investment implications

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