HomeMarketsFed Watch‘Tactical Asset Allocation’ During Peak Uncertainty

‘Tactical Asset Allocation’ During Peak Uncertainty

David Kudla explains “tactical asset allocation” as he argues for opportunities in Europe, gold, and alternatives as the U.S. goes through “fiscal austerity” amid “peak uncertainty.” He talks about how the strong labor market is impacting the Fed as President Trump criticizes Chair Powell for not lowering rates. He also discusses the possibility of stagflation and even recession.

The Watch List

21 Apr 2025

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