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Special Guest, Chuck, joins Bryan Nicolaysen to discuss a range of topics. Given Chuck's unique insight into the American labor market, Bryan and Chuck are able to discuss the outlook for a recession in 2024 using REAL data as well as discuss other topics such as the Federal Government's profligate spending and where that might bring us in the near future. This is a CAN'T MISS episode!
Host, Bryan Nicolaysen, discusses the current price action in both the bond market and the stock market. He discusses the differences in the messages being sent from the stock market and the bond market and how a Fed Put is inevitable to avoid a sovereign debt crisis in America.
Host, Bryan Nicolaysen, discusses the current market action (or inaction). He discusses the cross currents that could affect equity and bond prices. Finally he discusses recent S&P Global index rebalancing that has negatively impacted passive investors around the world.
Host, Bryan Nicolaysen discusses the recent Bond Market Declines as well as an outlook for the Equity Market, Residential Real Estate Market and Commercial Real Estate Sectors. He also touches on the issues of Income Disparity in America as well as the left's attack on our basic freedoms.
Host, Bryan Nicolaysen recaps 2022 and 2023 market events. He touches on the long term debt and interest rate cycle and its potential ramifications on the next 20 years' market returns. He updates our earnings recession outlook.
Host, Bryan Nicolaysen recaps the YTD market moves up and down, AI's impact on the market, the unintended after-effects of a debt ceiling resolution, the recent consumer data as well as some significant technical trading levels.
Host, Bryan Nicolaysen, recaps the fast-moving first quarter of 2023, the markets' current pricing as well as our updated recessionary timeline and outlook. Finally we discuss Joe Biden's top competitor for Democratic nominee and how his conversations might change America for the better, no matter the outcome of the 2024 election.
Host, Bryan Nicolaysen, discusses the 3 recent bank failures, the government's weekend response and how this signals the end to the inflation battle altogether.
Our host, Bryan Nicolaysen, discusses the Bond Market's recent pricing. The Bond Market has moved closer to the Federal Reserve's outlook, but the stock market is still overvalued. We discuss 3 potential cushions that have prolonged the Stock Market's upbeat momentum. This is a "can't miss" episode!
Host, Bryan Nicolaysen, discusses his 2023-2024 outlook on interest rates, equity prices, inflation and employment. We discuss how the Federal Reserves rules for funding the government's deficit changed in 1917 and how those changes still effect us today. Finally, we discuss how a free floating interest rate economy works to ensure price stability and consistent economic growth.
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