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EssentialThe Expert View

Beware the Bear Market Rally

Featuring Julian Brigden

Mar 25, 2020 • 38 minutes

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Essential

The Expert View

Beware the Bear Market Rally

Are stock market rallies a sign that the bear market might be over? To Julian Brigden, the answer to this question is a resounding no.

Featuring Julian Brigden

Mar 25, 2020 • 38 minutes

Are stock market rallies a sign that the bear market might be over? To Julian Brigden of MI2 Partners and of Macro Insiders, the answer to this question is a resounding no. He argues that in such times of extreme volatility, melt-ups are to be expected – but these brief flashes of upward momentum offer nothing more than false hope. Surveying the latest macroeconomic data, Brigden concludes that a significant contraction in GDP growth is imminent and that a sustained recovery in stocks and bonds is unlikely because consumer spending is extremely vulnerable to social distancing. Brigden also comments on central banks' responses to the ongoing crisis and notes that their liquidity injections reduce the risk-reward of shorting traditional assets. Filmed on March 18, 2020, over Skype. Please click this link to find all of Julian's charts here: https://rvtv.io/39kyDrY Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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