“We\u2019re close to a major domino falling in the next six to nine months,” predicted Tavi Costa, macro strategist at Crescat Capital. He explains to Daniela Cambone that the equity markets are likely to be the next to feel the economic repercussions driven by the higher cost of capital, which will impact the valuation of companies. “Ultimately, I would say that we’re going back to a world where investors pay closer attention to profitability,\u201d he stresses. Costa also remains firm on his recession outlook. \u201cYou can plug in so many charts\u2014yield curve versus unemployment rates, initial jobless claims, continuing jobless claims. You can see that clearly, the steepening of the yield curve from inverted levels is a very negative signal for the economy,\u201d he explains. Watch the compelling video to learn more about Costa\u2019s views on the economy.<\/p>\n
CHAPTERS: <\/strong><\/p>\n 00:00 Inflation SOURCES:<\/strong><\/p>\n https:\/\/x.com\/TaviCosta<\/a><\/p>\n https:\/\/x.com\/TaviCosta\/status\/1811030691099877725<\/a><\/p>\n https:\/\/www.bloomberg.com\/energy<\/a><\/p>\n https:\/\/www.cnbc.com\/quotes\/US2Y<\/a><\/p>\n https:\/\/www.marketwatch.com\/investing\/bond\/tmubmusd02y?countrycode=bx<\/a><\/p>\n https:\/\/www.google.com\/finance\/quote\/GCW00:COMEX?sa=X&sqi=2&ved=2ahUKEwj40_21neWEAxUEHkQIHb1XC4kQ3ecFegQIDRAX&window=1M<\/a><\/p>\n
\n5:37 Fed rate cuts
\n7:49 Debt
\n10:38 Economic outlook
\n13:01 Dollar devaluation
\n17:13 S&P 500
\n19:53 Domino fall
\n22:01 Gold
\n24:38 Junior miners\/gold
\n29:39 Silver
\n31:59 Concluding words<\/p>\n