January Will Be ‘Hell For Investors’: ‘Sell Of A Generation’ Warns Fund Manager | Felix Zulauf

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Felix Zulauf, Founder of Zulauf Consulting, discusses the market uncertainties and opportunities facing investors in Q1 2025.

*This video was recorded on December 10, 2024

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0:00 - Intro
1:00 - Trump bubble
2:20 - U.S. vs foreign markets
6:16 - Medium-term correction in January
8:55 - 7,000 S&P 500 outlook
13:30 - BoJ and Yen carry trade
16:30 - Money supply and inflation
20:30 - U.S. treasuries: sell of generation
23:26 - Bond yields and Fed policy
25:00 - European economy
27:25 - Chinese and European relations
30:05 - Trump met with Zelensky and Macron
33:50 - Gold
34:20 - Rollercoaster year
35:31 - Energy market
36:50 - Bitcoin

#investing #economy #stocks