Jacqueline Munro Replay
March 16, 2023Please note: If the video is not showing on this page - wait a moment for it to appear OR hit refresh.
A Global Long Short Macro View
- Australia based Jacqueline Munro give her view on the state of the global markets
- Risk markets will be trapped in a range for months until the economic data breaks out
- Aggressive growth tech and small caps will lead the next bull market
- A House intent on debt default still capping bonds, sending yield back to 4.00%
- Energy is plumbing new lows on Russia military failures, warm weather, and a supply glut
- Gold, Silver, and commodities take a hit on higher interest rates, but is temporary
- The US dollar gets a small pop off of a one year low as interest rates stay higher for longer
- Look for S&P 500 at $4,800 by end 2023