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GM47: Is the Economy Actually Doing Better Than Expected? ft. Peter Berezin

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Synopsis

Peter Berezin, Chief Global Strategist and Research Director at Bank Credit Analyst joins us today for a wide ranging discussion on the outlook for global economy and global capital markets. We hear why Peter has been more upbeat than the consensus on the outlook for the US economy but why he continues to believe that the outlook is for recession next year. He outlines why US stocks may continue to make gains in the near term but the outlook is much more challenging on a five-year view. We discuss his Kinked Philips Curve framework for analysing the economy and why that continues to point to declining inflation in the near term. We also discuss the outlook for China, the renminbi, the yen and global emerging markets.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide t