Time to Raise Cash? | With The Blind Squirrel

Описание: Kicking off the week on Talking Markets, Maggie Lake is joined by Rupert Mitchell, author of the Blind Squirrel Macro Substack, whose whiskers are currently twitching about risk in the stock market. Also up for discussion: gold and silver volatility, the Squirrel's take on uranium, his latest outlook for China, and whether he is still bullish international over US.

You can find more of Rupert's work here: https://substack.com/@blindsquirrelmacro

Connect with us on Substack: https://themarkethouse.substack.com/
Connect with us on Twitter: https://x.com/the_markethouse

Timestamps:
00:00 – Introduction and Market Overview
02:55 – The “Blind Squirrel” Market Analogy
06:40 – What’s Really Driving This Rally?
10:15 – Federal Reserve Policy and Rate Expectations
14:05 – Inflation Data and Economic Signals
18:20 – Bond Yields and Market Volatility
22:10 – U.S. Dollar Strength and Global Impact
26:00 – Equity Leadership and Sector Rotation
29:45 – Commodities Outlook: Oil and Gold
33:10 – Sentiment, Positioning, and Risk Factors
36:20 – Trading Strategy and Key Levels to Watch
38:30 – Final Thoughts and What Comes Next

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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