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The market is pushing higher while economic data weakens. Rate cuts, soft inflation, and investor optimism are all converging. David Hunter shares his macro perspective on where this is heading. Hosted by Dale Pinkert Full episode → #Markets #Macro #Finance #Investing

73,300 次观看 • 1 年前 •via X (Twitter)

11 条评论

Consciousness10000 的头像
Consciousness100001 年前

@DaveHcontrarian @forexstophunter Sir! We are in a massive Bubble, here in NYC everyone has an AI paper startup and raising millions of dollars in seed funding. It will be ugly when it pops. Your target of 8,700 is just not factual, the CRASH will come much earlier than that.

Mosaic Asset 的头像
Mosaic Asset1 年前

@DaveHcontrarian @forexstophunter I think the economy is stronger than what everyone fears right now especially after that weak payroll data. S&P Global US PMI is that a high for the year and the Atlanta feds GDP now estimate is at 2.5% annualized for this quarter.

Brad Williams 的头像
Brad Williams1 年前

@DaveHcontrarian @forexstophunter @DaveHcontrarian Dave, why might the bust be relatively short-lived versus 3+ years, will it be because of the gigantic stimulus they'll unleash? Thank you.

Marcel Biesinger 的头像
Marcel Biesinger1 年前

@DaveHcontrarian @forexstophunter Great call once again David. Greetings from Hafling south Tirol, Italy. Me and my family had some nice days in the Alps. Tomorrow we'll return. I hope you are also having a nice time with your family and grandchildren in summer vacations.

I love the Fed and Treasury 的头像
I love the Fed and Treasury1 年前

@DaveHcontrarian @forexstophunter Hi Dave, have you read any of Stephen Miran's papers and what probability would you give that an official gold revaluation by Treasury or Fed happens in the next couple years?

Alan Diaz 的头像
Alan Diaz1 年前

@DaveHcontrarian @forexstophunter How do you expect 8k on S&P by Labor Day? It’s impossible

Lorenzo de' Medici 的头像
Lorenzo de' Medici1 年前

@DaveHcontrarian @forexstophunter How is this fraudster still calling for a melt-up Blocked forever

Alex 的头像
Alex1 年前

@DaveHcontrarian @forexstophunter Hello David want to start off by saying thanks for all you do for your followers. Question. Do you think the bust will also have a major effect on companies such as the MAG7. Do you believe we will see some companies weather the storm?

charly13 的头像
charly131 年前

@DaveHcontrarian @forexstophunter Good stuff.

Bitcoin Roulette 的头像
Bitcoin Roulette1 年前

David, long term follower, but recently a nervous Neli We have a dangerous situation on MSTR stock and altcoins in the crypto market A Russell 2000 breakout would greatly improve their situation... Does an ISM Index over 50 figure into your Russell 3300 thesis? Because..by process of elimination.. 1. Global M2 has been leading higher..but IWM remains suppressed 2. ISM manufacturer's index remains under 50, which seems to confirm why IWM remains supressed 3. Today's Michigan Sentiment report fell from 61 to 58..which doesn't help move the needle higher on ISM Thoughts on if ISM is necessary to move small caps higher? (ISM independent of interest rates/DXY, etc)

sam sue 的头像
sam sue1 年前

@DaveHcontrarian @forexstophunter Great calls so far. Will be shocked if we see your 8500 this year.

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eye zen hour 🥶

36,020 次观看 • 1 年前

🚨 WARNING: SOMETHING TERRIBLE WILL HAPPEN ON MONDAY!! The Fed just hit the panic button. Next week, they'll inject BILLIONS into the economy to prevent a market collapse. When markets open on Monday, this won't be “just a dip.” If you hold any assets now, you MUST read this: The Fed is no longer choosing between a strong economy and stable inflation. It is choosing which problem to make worse. If the Fed hikes rates, borrowing costs will surge. Long-term Treasury yields will rise. Economic growth will slow. Debt servicing costs will explode. And with $40T in debt, the U.S. financial system will absorb an enormous amount of pressure. But if the Fed pauses or cuts rates, the problem moves somewhere else. Inflation will accelerate. Financial conditions will loosen. Inflation expectations will rise. And the Fed will be forced back into aggressive tightening. This creates a trap with NO clean exit. Higher rates → Higher yields → Slower growth → Bigger debt burden Lower rates → Higher inflation → More tightening → Higher yields This is no longer a normal rate cycle. The Fed is trapped between INFLATION and DEBT. And this is exactly where the Bank of Japan is currently sitting. Now it’s the Fed’s turn. The market can ignore this for as long as liquidity remains abundant. But once long-term yields start breaking higher while economic growth is slowing, the pressure will spread across every major asset class. Stocks will dump. Bonds will dump. Gold and Silver will dump. Bitcoin will dump even harder. Because when liquidity disappears, investors do not sell what they WANT. They sell what they CAN. And that is where the real chain reaction begins. Higher yields → Tighter liquidity → Falling risk assets → Forced selling The Fed will eventually be forced to choose between fighting inflation and protecting the debt market. And whichever path it chooses will create another problem somewhere else. This is the setup most people are completely ignoring. I have spent over 10 years trading markets and studying liquidity, rates, and macro cycles. I warned you before. And I'll warn you again soon. If you want to survive the 2026-2027 cycle, follow and turn notifications on. A lot of people will wish they paid attention earlier.

0xNobler

309,767 次观看 • 4 天前