Is The Worst Now Behind Us?
Image Source: Pixabay
As Felix Zulauf also assesses, Lance Roberts thinks the markets are in a bottoming process.
In his estimation, the majority of the negative risks (e.g. tariff uncertainty, slowing economic growth, weakening consumer) are already priced in to stocks and bonds.
While he expects markets will likely remain volatile over the next few months and could retest the recent lows, he doesn't expect material new lows. And in the latter half of the year, markets will start pricing in better times ahead.
We discuss the reasons why, as well as his latest views on the Administration's policies, bonds and gold. Lance also shares his firm's latest trades.
For everything that mattered to markets this week, watch this video.
Video Length: 01:30:06
More By This Author:
Build Dry Powder Until Fall & Then Get Long For A 2-Year Rally In Stocks
50% Of The U.S. Will See Falling Home Prices This Year
50% Of The US Will See Falling Home Prices This Year
Disclosure: Thoughtful Money LLC is in the application process to be a Registered Investment Advisor Solicitor. We produce educational content geared for the individual investor. It’s ...
more
Comments
