Nick Reece, Vice President of Research at Merk Investments, joins Jack Farley to share his outlook on the business cycle. He goes through a checklist of topics to dive deeper into including inflation, unemployment rates, mortgage rates and more.

Are we currently facing a recession? According to data that the Business Cycle Dating Committee uses, Reece seems to not believe so. But that’s not to say that the US will not go through another recession at some point. Reece explains once job reports come out, we can determine economic projections.

Filmed on July 7, 2022.

--

Follow Nick Reece on Twitter https://twitter.com/nicholastreece

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

--

Bit.com is a full-suite cryptocurrency exchange launched by Matrixport, an integrated financial services firm headquartered in Singapore. Since August 2020, Bit.com has been online supporting the spot, perpetual, futures, fixed income and options products, with a particular highlight being pioneers to launch BCH options. Bit.com is the second-largest in the BTC and ETH options market.

Call to action: For any further enquiry, please contact [email protected].

Sign up URL: https://bit.ly/3KlgLR3

App download URL: https://bit.ly/3xer6uI

--

(00:00) Introduction

(00:35) Nick's Outlook of the Business Cycle

(11:13) Getting the Federal Reserve In Trouble

(18:18) Expectations on Gas and Inflation

(21:28) Unemployment and Inflation in the Cycle

(28:54) Bit.com Ad

(29:25) Recession on a Global Scale

(32:10) PMIs

(37:35) The Fed's Attempt to Combat Inflation

(45:20) Where Priorities are Placed at the Federal Reserve

(46:15) Projections for the Business Cycle

(49:17) Asset Allocation

(58:15) Looking at the Price to Earnings Ratio

(1:00:45) Looking at Liquidity

(1:04:58) Are We In A Recession?

(1:09:58) Investments Nick Is Excited About

--

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.