The Business Cycle & Market Outlook

TalkMarkets - Sun, 12/14/2025 - 22:32
A review of the current position and strength of the economic cycle.

Is The Fed’s Rate-Cutting Cycle Winding Down?

TalkMarkets - Sun, 12/14/2025 - 21:27
Chair Jerome Powell emphasized that monetary policy is now much closer to neutral and that the central bank is likely nearing the end of its rate-cutting cycle.

Fiscal & Monetary Madness To Blow Up Bonds, Stocks & Housing In 2026?

TalkMarkets - Sun, 12/14/2025 - 20:52
We discuss the three massive asset price bubbles -- in credit, real estate and stocks -- threatening to take down our fragile economy and dash the retirement hopes for millions.

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