Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more.
Peter Berezin, Chief Global Strategist of BCA Research, discusses the outlook for equities, monetary policy, and economic growth for 2025. Berezin calls for a recession next year and a "broad based decline" in U.S. equities.
*This video was recorded on December 17, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW PETER BEREZIN:
Twitter (@PeterBerezinBCA): https://twitter.com/PeterBerezinBCA
BCA Research: https://www.bcaresearch.com/
BCA Research Twitter (@bcaresearch): https://twitter.com/bcaresearch
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
2:10 - Non-consensus market view
4:16 - Economy entering recession in 2025
5:38 - Retail sales
7:25 - Stock markets correcting
10:18 - Where to hide in 2025?
11:20 - Inflation
12:30 - GDP forecast
14:30 - Months in recession, U.S. economy
18:50 - Government debt and deficit
23:30 - Labor market
26:00 - China’s economy
27:45 - U.S. vs. Foreign markets
29:30 - Oil
#stocks #economy #investing
