The US Bear Market: Stage One - DENIAL

David has highlighted this Insight as a Top Pick
302 Views05 Mar 2025 20:42
The US market is rolling over and entering a bear market.  The piercing of the Mag-7 bubble will create enormous selling pressure.  The Fed Put may not be available due to high inflation expectations.
What is covered in the Full Insight:
  • Introduction to the US Bear Market
  • Factors Contributing to Market Decline
  • Economic Dependencies and Risks
  • Policy Sequencing and Market Impact
  • Conclusion and Future Considerations
SUMMARY
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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
EquitiesCross Asset StrategyThematic (Sector/Industry)
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