Don't Noonan
Footballguy
Consumer debt actually looks great right now. Healthy balance sheets for the consumer and nothing like how leveraged it was back in 2008. Inflation? Seriously? Still no inflation which is great for stocks. Government deficit - sure it is a problem but is has been for a long time. Unemployment levels at historic lows so this is a big plus.Consumer debt
government deficit
inflation
The jobs created aren’t good jobs and when the recession or depression hits you’ll see even the bad jobs dry up. They can’t fill a lot of the what good jobs there are because they can’t find qualified candidates.
Semiconductor demand is way down
Commodity demand is way down
Yield curve is inverting
Appliance shipments are down
Transports are slowing down too
Trump is playing a game of chicken with all of our futures right now. It is possible he’ll win with China though I wouldn’t count on it. Why is he saying the Fed should cut rates if everything is hunky dorry like you say?
Yield curve is your biggest selling point but inversions do not always lead to a recession.
Don't fight the Fed. With them pausing and likely cutting later this year that bodes well for stocks.