Are Markets and the Economy at Major Turning Points?

Published on
May 27th, 2022
37 minutes

Are Markets and the Economy at Major Turning Points?

Daily Briefing ·
Featuring Raoul Pal and Andreas Steno Larsen

Published on: May 27th, 2022 • Duration: 37 minutes

“The next several weeks are going to be rather brutal for markets,” says Raoul, “and bonds are likely to be your only friend as the market begins to price in an immediate, sharp recession, then a Fed pivot in the summer.” Real Vision’s co-founder and CEO joins Andreas Steno Larsen to expand on that forecast as chatter about “peak inflation” and a “soft landing” are rising, global equity fund inflows are surging, and stocks are closing out their first positive week in the last nine. Are we at a major turning point? Or is this simply a bounce within a bear market? Raoul shares his current thoughts about the economy, stocks, bonds, and crypto, emphasizing caution now with an eye on opportunities in the future. Want to submit questions? Drop them right here on the Exchange: Watch Raoul’s special flash update here: