))
Global Market Dynamics: Demographic Shifts, Geopolitical Tensions, and Economic Indicators
Manage episode 445342767 series 2868403
المحتوى المقدم من Keith Lanton. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Keith Lanton أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
October 7, 2024
Season 6 | Episode 36
Unearth the complexities of global markets with us as we explore how demographic shifts are reshaping economic landscapes worldwide. How are events like the anniversary of Hamas's attack on Israel, ongoing regional instabilities, and a robust employment report influencing oil, stock, and bond markets? We'll uncover the ripple effects of geopolitical tensions through insights from financial titans like Barron's, Goldman Sachs, and Morgan Stanley. Also on the docket is a deep dive into labor dynamics, focusing on the Longshoremen's Union strike, and what it reveals about inflation and the challenges posed by an aging population.
As the world's population ages, what are the economic implications for inflation and consumption? We tackle this question by examining the rising demand for senior-centric services and the shifts in spending habits towards healthcare and technology. The episode also puts a spotlight on the psychological impact of the 10-year Treasury yield hitting 4% and the intriguing possibility of a "no landing" scenario. Join us as we ponder the resilience of the labor market, explore AI advancements, and analyze key economic indicators like the Consumer Price Index and major banks' earnings. Through expert opinions and strategic insights, we offer a hopeful outlook for US stocks amidst persistent geopolitical tensions.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
فصول
1. Impact of Demographic Changes on Markets (00:00:00)
2. Impact of Aging Population on Markets (00:08:13)
3. Economic Indicators and AI Advancements (00:19:23)
200 حلقات
مشاركة
