In this webinar we'll discuss:
- Why the consensus soft-landing narrative is wrong, and a US recession is coming in 2025.
- Why he is the most bearish forecaster in the Bloomberg survey, with a target of 4200 for the S&P 500 in 2025.
- Why he is worried that Trump’s proposed fiscal policies could trigger a bond market riot.
- Why China’s stimulus efforts will remain reactive rather than proactive, and why the European economy will continue to stagnate.
- Why the dollar will have a volatile ride, while the yen will be the top-performing currency in 2025.