Latest news with #MerrynTalksMoney
Bloomberg
12 hours ago
- Business
- Bloomberg
Why Recessions Aren't What They Used to Be
Subscribe to Merryn Talks Money on Apple Podcasts Subscribe to Merryn Talks Money on Spotify In a US economy based on intangibles and the seemingly constant stimulus of government spending, downturns are both less common and more shallow than they used to be. This according to Vincent Deluard, director of global macro strategy at StoneX, who joins this week's Merryn Talks Money to explain his thesis. If correct, it's one that has implications for the market. If a deep recession in the US isn't likely—and assuming that everyone understands that—it becomes hard to see market corrections being as brutal as they would have been in the past.
Bloomberg
06-06-2025
- Business
- Bloomberg
Is China Reversing Its ‘Uninvestable' Image?
Subscribe to Merryn Talks Money on Apple Podcasts Subscribe to Merryn Talks Money on Spotify Until recently, most international investors figured the Chinese equity market was all but 'uninvestable.' Lots still do, and you can see why. The country's population is aging fast and declining in absolute terms. It's a high-debt economy that's still suffering the fallout of a nasty downturn in the property market.
Bloomberg
30-05-2025
- Business
- Bloomberg
Forget Everything You Know About Money
By and Merryn Somerset Webb Save Subscribe to Merryn Talks Money on Apple Podcasts Economist Felix Martin joins host Merryn Somerset Webb for this week's episode of Merryn Talks Money to discuss the common understanding of, well, money. Specifically, why the typical conception of what constitutes it may be inaccurate.
Bloomberg
27-05-2025
- Business
- Bloomberg
Should Commodities Still Have a Place in Your Portfolio?
On this episode of Merryn Talks Money, Merryn Somerset Webb and John Stepek address listener questions.
Bloomberg
24-05-2025
- Business
- Bloomberg
How to Exit US Markets Amid ‘Terminal Lucidity'
Terminal lucidity. It's the phrase used to describe a short period just before death when the terminally ill appear to recover. All too often it gives hope—irrational hope—to the soon-to-be bereaved. That's what strategist Bill Blaine reckons happened in the US stock market this week. After a torrid few months, the S&P 500 is all but evens on the year, and that's made many investors think that maybe everything's going to be fine. But the reckoning comes to us all. And the truth is that tariff chaos, ongoing stress in the bond market, the risks of stagflation and still-superhigh valuations mean that if you haven't diversified into non-US markets yet, you really should get on with it. (Not everyone agrees with this analysis, of course. Listen to Ed Yardeni on this week's Merryn Talks Money for a more cheery outlook.)
