MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America

In Macro Voices Episode 483, Erik Townsend interviews Vincent Deluard, the Global Macro Director at Stonex, about market forecasts, Trump's potential policies, and global economic shifts. Deluard anticipates a market correction in July due to tariff uncertainties and Fed policy risks, while also discussing the MAGA movement's impact on corporate America, suggesting a shift in economic balance from corporate profits to wages. The conversation covers the potential decline of foreign capital inflow into the U.S. due to policy changes, the reduced likelihood of recessions due to constant monetary intervention, and the diverging economic paths of the U.S. and Europe. They also explore geopolitical tensions with China, emphasizing the U.S.'s dependence on Chinese manufacturing and energy strategies. Patrick Ceresna joins in the postgame segment to discuss key technical levels in equities, the U.S. dollar, crude oil, gold, platinum, silver, uranium, and treasury yields, providing specific price targets and trading strategies.