In this webinar Peter Berezin discusses:
- Why Fed rate cuts may do little to stimulate the economy next year, and why fiscal policy could end up exacerbating the recession rather than dampening it.
- The growth outlook in the rest of the world, focusing on whether China's latest stimulus announcements represent a true "whatever it takes" moment.
- Why the S&P 500 will fall to 3800 in 2025 and the 10-year Treasury yield will drop to 3%.
- The likely path for the US dollar over the coming months, and why long yen is Peter’s strongest conviction call in the currency space.
- The outlook for oil and metals prices, and whether gold has further to run.