Peter Esho Podcast

I recently shared my market insights on stocks, real estate, and crypto during an interview with Malaysian business radio station BFM. US stocks have surged into bull market territory, yet the fog of uncertainty still hangs heavy, surrounding the Federal Reserve's rate hikes and the elusive path of inflation. We eagerly await distinct signals of a peak and a downward trend in inflation before drawing any firm conclusions. Although jobless claims have recently risen and the labour market shows signs of cooling, I remain unconvinced that these indicators alone signify a turnaround in inflation. We need to witness a sustained decrease in inflation over a period of three to six months before central banks might consider altering their stance. Full show notes here: https://www.peteresho.com/p/podcast-stocks-real-estate-and-crypto