Derek Moore and Jay Pestrichelli round out the year with some 2025 predictions on markets, rates, bonds, oil, bitcoin, the dollar, GDP, inflation, and gold. Plus, does Bitcoin have a Quantum Computing problem? What’s going on with deflation in China and is it the answer to potential tariffs? And news flash, the inverted yield curve is no more as the 10-year treasury yield rises above the 3-month treasury yield. All this and more!

 

2025 Predictions

China Deflation including 10-year Chinese Government Bond yields falling

China currency valuation, bond yields, and deflation a recipe to nullify US tariffs?

Quantum computer by Google and can it mine Bitcoin?

Will Quantum computers put Bitcoin wallets at risk? (part of our random predictions)

The reversion or un-inversion of the 10 year and the 3-month treasury

The inverted yield curve was the longest ever and didn’t cause a recession

Will the un-inverted yield curve now cause a recession?

VIX Index vs VIX futures spread

Additions and subtractions to the S&P 500 Index

Commodities including coffee, rubber, and cocoa rise

Earnings season soon upon us

 

Mentioned in this Episode

 

 

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek derek.moore@zegainvestments.com