Felix Zulauf, Founder of Zulauf Consulting, discusses the market uncertainties and opportunities facing investors in Q1 2025.

*This video was recorded on December 10, 2024

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0:00 - Intro

1:00 - Trump bubble

2:20 - U.S. vs foreign markets

6:16 - Medium-term correction in January

8:55 - 7,000 S&P 500 outlook

13:30 - BoJ and Yen carry trade

16:30 - Money supply and inflation

20:30 - U.S. treasuries: sell of generation

23:26 - Bond yields and Fed policy

25:00 - European economy

27:25 - Chinese and European relations

30:05 - Trump met with Zelensky and Macron

33:50 - Gold

34:20 - Rollercoaster year

35:31 - Energy market

36:50 - Bitcoin

#investing #economy #stocks