Sven Henrich: A Restrictive Fed Has Changed EVERYTHING For The Markets

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https://youtu.be/ZruwEOYAHCU

Two weeks ago on this program, in our weekly market recap, financial advisors Lance Roberts made the statement: “All the fundamentals are bearish, but the all technical action is bullish”

We discussed how one of them was likely to prevail in the near future.

Well, here just two weeks later, the market action is looking a lot more shaky.

But to get the best sense of exactly what the technicals are telling us right now, we’re fortunate to welcome Sven Henrich of NorthmanTrader back on the program to discuss both his latest macro and market outlooks.

Macro Dream Team: Lyn Alden, Danielle DiMartino Booth, Stephany Pomboy & Ivy Zelman

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We’re not quite 2 months through the year yet and still 2022 is proving to be one of the most uncertain & challenging years for investors since the Global Financial Crisis ended in 2009.

Inflation is running at a 40 year high while supply chain disruptions stubbornly persist. This has forced the Fed to reverse course, and it’s now pursuing a policy of interest rate hikes that threaten to burst the price bubble in financial assets and potentially

send our slowing economy into recession.

Geopolitical risks, as evidenced by the unfolding developments in the Ukraine, have suddenly roared back to the forefront after years of relative tranquility among nations.

When trying to understand where a complex environment like this is headed, they say two heads are better than one. But things are so complicated today that I think we need to double that to 4 heads.

We are extremely fortunate today to be joined by 4 of the most accomplished macro analysts in the world of online finance. In today’s video, I’ll be moderating a roundtable including:

— Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence
— Lyn Alden, publisher of LynAlden.com
— Ivy Zelman, founder of housing research firm Zelman Associates,
— Stephanie Pomboy, founder of MacroMavens

This is a powerhouse of talent folks. And it required no small amount of sacrifice on each of their parts to make themselves all available at the same time for this roundtable discussion.