Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Why the Real Economy Is Cooling Faster Than the Stock Market
The S&P 500 is up 2.1% over the past five days, but real GDP growth just slowed to 1.5% annualized. In this episode of The Bear Market Podcast, Lucas and Luna unpack the disconnect between buoyant equities and a cooling real economy. They zero in on the latest GDP print, the stubbornly high 30-year Treasury yield at 5.21%, and what a potential miss in Friday's jobs report could mean for dip-buyers. They also discuss why the VIX falling to 15.58 might be a warning sign rather than a calm. With the yield curve still positively sloped at 47 basis points, are we in a soft landing or a stall?…
The skinny
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