2025 Predictions | Un-Inverted Curve | China Deflation Tariff Solution? | Bitcoin Quantum Problem?
January 2nd, 2024
Show Summary:
Derek Moore and Jay Pestrichelli round out the year with some 2025 predictions on markets, rates, bonds, oil, bitcoin, the dollar, GDP, inflation, and gold. Plus, does Bitcoin have a Quantum Computing problem? What’s going on with deflation in China and is it the answer to potential tariffs? And news flash, the inverted yield curve is no more as the 10-year treasury yield rises above the 3-month treasury yield. All this and more!
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Topics Include:
- 2025 Predictions
- China Deflation including 10-year Chinese Government Bond yields falling
- China currency valuation, bond yields, and deflation a recipe to nullify US tariffs?
- Quantum computer by Google and can it mine Bitcoin?
- Will Quantum computers put Bitcoin wallets at risk? (part of our random predictions)
- The reversion or un-inversion of the 10 year and the 3-month treasury
- The inverted yield curve was the longest ever and didn’t cause a recession
- Will the un-inverted yield curve now cause a recession?
- VIX Index vs VIX futures spread
- Additions and subtractions to the S&P 500 Index
- Commodities including coffee, rubber, and cocoa rise
- Earnings season soon upon us
Charts Referenced in this Episode:
Source: Wall Street Journal Online
Source: Bloomberg China Government Bond 10-YR Yield
Source: The Transcript
Source: @CharlieBillello
Source: Mortgage News Daily
Mentioned in this Episode
Jay Pestrichelli’s book Buy and Hedge
Derek’s new book on public speaking Effortless Public Speaking
Derek Moore’s book Broken Pie Chart
Contact Derek derek.moore@zegainvestments.com
Last Week’s Episode:
S&P 500 7000 By Year End 2025? | Multiples vs Earnings Growth | Inflation Still Too High? | Probabilities Calculated Using Options | Fair Share on Taxes?