Putting the Macro Consensus Under the Microscope
Jan 9 2025
Length: 18 mins
Podcast

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Putting the Macro Consensus Under the Microscope

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Summary
The current market consensus sees equities higher, led by continued strength in the tech sector, interest rates staying at current, high levels or even rising further, and a stronger US dollar. But many of these views are already crowded and valuation challenges abound. On this week’s episode, host Tim Graf looks at where the behavioral and fundamental realities available from our proprietary indicators offer divergences from these views for stocks, bonds and FX, and where consensus thinking might fall short.
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