Ebbing Fiscal Stimulus To Cause Economic Slowdown? | Chance Finucane
A key propellant to the economy & markets is now moderating
As the stock market trades at all-time highs, is this a great time to continue to ride the bull rally?
Or has the getting been too good for too long? Is this instead now a good time to take gains and wait for a pull-back?
Today we'll hear answers to these questions from Chance Finucane, Chief Investment Office at Oxbow Advisors. Oxbow Advisors is a financial advisory firm founded by TM-favorite Ted Oakley that specializes in the needs of high net worth clients.
As Ted's CIO, Chance shares with us what kind of market outlook the firm sees ahead for the rest of the year and how it is positioning its client's assets for it.
Among other risks, Oxbow is watching the liquidity situation very closely. Globally, fiscal stimulus grew substantially in 2023. But in 2024, its growth is predicted to be much more anemic -- even negative -- across the world.
That could be a game changer, triggering both economic slowdown and a potential market correction.
To learn how Chance is allocating his firm’s capital given this outlook, click here or on the image below:
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