ITPM Flash Ep55 Never Go Full Macro

ITPM Flash Ep55 Never Go Full Macro

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser discusses the uncertain future of the markets, presenting two potential outcomes: a soft landing with stable...
16 Minuten

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vor 1 Jahr

ITPM Flash provides insight into what professional traders are
thinking about in the markets RIGHT NOW! In this episode, Anthony
Iser discusses the uncertain future of the markets, presenting
two potential outcomes: a soft landing with stable markets, low
unemployment, and solid earnings, or a hard landing leading to a
recession, high unemployment, and falling market values. Drawing
on historical data, he notes that the Federal Reserve has
triggered hard landings in the past after rate cuts, but warns
against going "all macro" and making decisions based on a single
economic path. Instead, he advocates for a balanced trading
approach, focusing on sectors like utilities and AI-related
stocks that can perform well regardless of the economic outcome.
He highlights GE Vernova as a stock with strong growth potential
and advises staying cautious and adaptable until market direction
becomes clearer.

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