Podcast appearances and mentions of jim welsh

June 6, 2025 – What's ahead for stocks, bonds, and the dollar? Financial Sense Newshour speaks with Jim Welsh of Macro Tides about the outlook for markets, interest rates, and US government debt. Welsh explains why Treasury yields...

Markets have been grinding higher since hitting lows earlier this year. On this episode of Gains, Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com, joins us for a technical look at the charts and where stocks might be headed next. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

Kerry Lutz and Jim Welsh discussed the recent market downturn, emphasizing the warning signs that indicated its vulnerability, such as perceptions of tariffs and diverging market indicators. Jim highlighted the psychological effects of a 20% decline, noting that a quick rebound can mitigate its impact. He expressed concerns about the economic divide in the U.S., where a significant portion of consumer spending comes from the top 10% of earners, suggesting that any decline in asset prices could lead to reduced spending. Both speakers agreed that the market is currently in a bear phase, with the S&P likely to revisit its April lows. The conversation also addressed the implications of the tariff war on the economy, with Jim forecasting a slowdown and rising unemployment, while questioning the stock market's preparedness for these outcomes. They discussed the inefficiencies in government spending, referencing a General Accountability Office report on waste and fraud, and commended efforts by individuals like Elon Musk to address these issues. Jim warned of a potential economic slowdown due to reduced spending and uncertainty among CEOs, while also noting the Federal Reserve's cautious approach to interest rates in response to unemployment trends. Both Lutz and Welsh expressed a cautious outlook on economic growth and the potential impacts of a strengthening dollar on gold prices. Find Jim here: MacroTides.com Find Kerry here: https://financialsurvivalnetwork.com and here: https://inflation.cafe

The Federal Reserve is in play this week - investors are also watching for signs of a potential trade deal. But our guest today is striking a more cautionary tone. Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com, joins us to discuss the risk of a looming secular bear market—one that could disrupt investment strategies that have worked for decades. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

May 2, 2025 – Stocks have recently rallied, but Jim Welsh at Macro Tides believes the market is still in a prolonged correction or early bear market, with risks of retesting recent lows. Next, Jim Puplava and Robert Rapier discuss falling oil prices...

President Trump has now implemented his sweeping tariff policies, and they're weighing heavily on financial markets. Jim Welsh, Macro Strategist and Portfolio Manager for MacroTides.com in San Diego, joins Andy Giersher on the Gains podcast to discuss what this means for consumers, investors, and U.S. companies. Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter.

Mar 21, 2025 – Jim Welsh at Macro Tides explains that that Wall Street's current rally, sparked by Trump's election, may falter due to looming reciprocal tariffs set for April 2nd, risking a trade war unseen since the 1930s. He predicts the S&P...

The discussion focused on the current economic landscape, highlighting concerns about the potential for a bear market as the S&P's recent highs lack broader market support. Jim Welsh pointed out that uncertainty surrounding President Trump's proposed tariffs could lead to a recession, particularly as consumer confidence declines and inflation expectations rise. He emphasized that historical evidence suggests tariffs do not effectively boost jobs or economic growth, and companies may pass increased costs onto consumers, further straining the economy. Welsh and Kerry Lutz examined the implications of rising inflation and its impact on spending patterns among different income groups. They noted that the wealthiest 10% account for a significant portion of consumer spending, while the bottom 80% have seen a decline in their expenditures. Welsh warned that a downturn in the stock market could reduce spending from high earners, exacerbating economic challenges. The conversation also touched on the political ramifications of budget cuts and the complexities of the tax system, with Welsh criticizing tax cuts for the wealthy and discussing misconceptions about tax contributions. The speakers analyzed the relationship between economic indicators and oil prices, predicting a potential decrease in oil prices and discussing the implications for inflation. Welsh forecasted a temporary bounce in the S&P but anticipated further declines due to tariffs, while also addressing the recent drop in energy prices and its effects on inflation. They highlighted the role of refracking technology in boosting oil production and the focus of oil companies on shareholder returns.  Find Jim here: https://www.macrotides.com/ Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

Stocks slide as trade war fears rattle Wall Street - plus, our guest this week warns of a potential secular bear market ahead. Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com in San Diego, joins Andy Giersher on the Gains podcast with the details. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

Jim Welsh, author of “Macro Tides” and the “Weekly Technical Review,” says the technical signals that have been evident since November — with the market making new highs while fewer stocks are advancing — are "a warning sign should a reason to sell appear, and I think we're going to get one of those." Welsh thinks that tariffs and the new administration's determination to use them will likely be that trigger; while he expects the market to make one more high in the short-term, he says that if tariffs have a harmful impact, the market is setting up a 10 to 15 percent pullback in the market later this year. Julia Hermann, global market strategist at New York Life Investments thinks the economy is strong enough to overcome all but an exogenous shock — something at the more severe end of Welsh's spectrum — without a recession, although her outlook remains for "a very bumpy market environment." Jim Baker, president of the Kayne Anderson Energy Infrastructure Fund, says that the energy infrastructure space — which was a huge winner in 2024, with midstream companies up an average of 50 percent — is poised for double-digit gains over the next three to five years, fueled by the power demands of artificial intelligence, data centers and other applications. Plus,Tom Plumb, manager of the Plumb Balanced and Plumb Equity funds, brings his growth-oriented approach to the Market Call.

Jan 31, 2025 – Curious how AI, rising rates, and political shifts are reshaping markets? Join Jim Welsh at Macro Tides and Financial Sense Newshour's Jim Puplava as they dive into the hit to big tech stocks this week, the ripple effects of China's AI...

It's a new year, and stocks have started things off a little lower. Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com in San Diego, joins us to discuss the early trading days of the new year and his forecast for the first half of 2025.

Kerry Lutz and Jim Welsh discussed the economic outlook for the upcoming year, focusing on the implications of President Trump's expected policies. Jim highlighted the optimism surrounding pro-growth initiatives, particularly in energy, but cautioned that the timeline for achieving these goals might lead to initial disappointment. He noted that oil companies have shifted their focus to shareholder returns rather than exploration, which could hinder Trump's plans for increased oil production. Both speakers acknowledged the public's hope for improvements in living costs, while recognizing that immediate results may not align with those expectations. They also addressed potential challenges for Republicans in 2025 due to their slim House majority and the enduring philosophies within government agencies, despite changes in leadership. The conversation also covered economic indicators, with Kerry presenting data showing an increase in the U.S. share of global GDP, attributed to the country's innovation capabilities. However, Jim raised concerns about the national debt, which has reached a deficit of 6.4% of GDP, and warned that efforts to reduce it could slow economic growth, posing a political risk. He predicted a decrease in inflation over the next few months and expressed caution regarding the equity market, suggesting a potential correction. Additionally, Jim discussed the complexities of trade negotiations under Trump's administration, forecasting a decline in the dollar index and its impact on treasury yields. He concluded by emphasizing the interconnectedness of these economic factors and their significance for investors. Find Jim here: MacroTides.com Find Kerry here: https://financialsurvivalnetwork.com and here: https://inflation.cafe

Dec 13, 2024 – Macro Tides' Jim Welsh joins Financial Sense Newshour to discuss market trends, economic policies, and the outlook for 2025. Welsh explains that the market's high expectations for rapid policy implementation under...

With the election over and markets reacting to a Trump victory - investors NOW look to understand the potential long-term impact on financial markets. Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com in San Diego joins Andy Giersher on the Gains podcast to discuss.

Nov 1, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with Jim Welsh from Macro Tides to discuss brewing market concerns over rising interest rates, despite the Fed being given the green light to cut rates...

It's been a pivotal week so far: a major port strike begins, Iran attacks Israel, and the U.S. election looms. Plus, our guest, Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com, issues a critical warning for investors. Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

Sep 20, 2024 – Financial Sense Newshour speaks with Jim Welsh at Macro Tides about the Fed's 50 basis point rate cut this week and what it signals about the economic outlook, and the potential impacts it may have on the markets, including...

Kerry Lutz and Jim Welsh discussed a range of topics related to the economy and the Federal Reserve's potential actions. They explored the concept of the neutral rate and its role in determining the restrictiveness of monetary policy, as well as the potential impact of interest rate cuts on the economy and stock market. Welsh provided a detailed analysis of the economy, predicting an upcoming recession based on indicators such as the diffusion index and monthly hours worked. The conversation also touched on the impact of AI on the economy and the energy industry, as well as the potential return to real value investing and the imminent secular bear market. Towards the end of the meeting, Lutz and Welsh discussed the recent trends in gold prices and the dollar, offering insights into the market sentiments and potential movements. They also briefly discussed Trump's decision to appoint Elon Musk to oversee the cost savings commission. Find Jim here: macrotides.com Find Kerry here: FSN and here: inflation.cafe

Kathy Bostjancic, chief economist at Nationwide, says that despite the recent fears over economic numbers that sent the stock market scrambling last year, the economy is now set up for "a softer soft landing," especially if the federal Reserve cuts rates by at least 0.75 percent by the end of the year. Phillip Carlsson-Szlezak, global chief economist at BCG, says there is "nothing in the numbers today that is consistent with recession," and he notes that the big sell-off at the start of the week did not signal any sort of change in the fundamentals; that's part of a broader discussion of his new book, "Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk," in which he says that current fears look most like a false alarm. Jim Welsh, author of “Macro Tides” and the “Weekly Technical Review,” expects the market to rally for one more new peak before trouble arrives; he notes that 2024 is part of a 17-year cycle of trouble that dates back to 1939, which he says is setting up a recession for 2025. Plus, in the NAVigator segment, Kimberly Flynn, managing director of alternative investments at XA Investments, discusses the state of interval funds and responds to a recent Wall Street Journal article critical of interval funds and their fee structure. 

Aug 2, 2024 – The most recent data shows unemployment rising with a sharp slowdown in the pace of hiring. After this week's market wrap-up, Financial Sense Newshour speaks with Jim Welsh at Macro Tides to discuss the latest jobs number rattling...

Kerry Lutz and Jim Welsh discussed various economic indicators, including the first quarter GDP revision, consumer spending, unemployment rate, and yield curve inversions, to suggest a potential market slowdown and its implications for the economy and stock market. They also explored the warning signs in the stock market, focusing on the divergence between semiconductor stocks and the broader market, and discussed the potential for a gold rally to a new all-time high. Additionally, they shared insights on the potential rise in bond prices and yields, the impact of the dollar index on gold and the US economy, and a projected correction in the S&P. Find Jim here: macrotides.com View his special report here:  https://bit.ly/3RLsrCF Find Kerry here: FSN and here: inflation.cafe

Jun 21, 2024 – Economic data in the US is now consistently falling short of expectations, with slowing consumer spending and rising state-level unemployment signaling trouble. Jim Welsh of Macro Tides, who dismissed recession...

Kerry Lutz and Jim Welsh discussed the recent inflation surge and its potential impact on the anticipated Fed rate cuts. They highlighted concerns about the challenges in achieving the inflation target and the potential limitations of traditional monetary and fiscal policies. The conversation also touched on the historical evolution of Fed policy and its potential implications for future economic growth and unemployment rates. Jim Welsh presented a thorough analysis of the market, addressing the potential consequences of social security and deficit spending on treasury bonds and the bond market. He predicted a new secular bear market in the bond market, signaling a shift in market trends. Welsh also anticipated slower economic growth with higher treasury yields, providing insights into TLT, GDP, the yield curve, the dollar, and gold. Find Jim here: MacroTides.com Find Kerry here: FSN and here: inflation.cafe 

Apr 5, 2024 – In this episode of the Financial Sense Newshour, Jim Puplava and Macro Tide's Jim Welsh discuss the investment backdrop for investors today when it comes to the large amount of spending by the US government and...

Overwhelmed with payroll every busy season? We've got the solution. Join Mike Merrill as he chats with Jim Welsh, a construction payroll expert, who shares invaluable advice on preparing your payroll system for the busy season. Discover why now is the perfect time to streamline your processes.   Key Takeaways: - Seasonal preparation tips - Importance of software integrations - The right timing for system updates "This is the time of year to really analyze your payroll and look back at some of the painful points of the previous year. Technology and the right processes can turn a traditionally hectic time into a period of smooth operation." - Jim Welch The episode opens with a discussion on the natural cyclical nature of construction and the varying employee counts that come with it. Welsh advises companies to use the quieter months to analyze past payroll challenges and to adopt technology solutions tailored to their specific needs. He emphasizes the importance of timing when implementing new systems, suggesting the off-season as ideal. Through the conversation, it becomes clear that delaying the adoption of modern payroll solutions only prolongs inefficiency and potential non-compliance issues. Welsh stresses that while the transition may seem daunting, the long-term benefits far outweigh the initial effort. The talk concludes with a call to action for companies to proactively seek out and implement payroll technologies that align with the unique demands of the construction industry, ensuring smoother operations and a focus on growth during the peak season. Payroll4Construction is a complete construction-specific payroll service that offers everything from free construction reporting and union tracking to multi-state processing and complete tax filing. You submit the time, we do the rest. https://www.payroll4construction.com/

As markets flirt with all-time highs and recession fears wane, several looming concerns remains un-addressed.  Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com in San Diego joins us with a dire warning for stocks. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.comMake sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

Kerry Lutz and Jim Welsh discussed Trump's legal issues, market trends, and the Fed's stance on rate cuts. They also analyzed the potential economic impact of inflation, gold, and geopolitical events on the stock market. In addition, they delved into the structural changes in work patterns and their impact on office space demand, expressing concerns about the potential problems in the commercial real estate market and the stress on banks. The conversation provided a multifaceted view of the market and economic outlook, highlighting the need for caution and preparedness in the face of uncertainty. Find Jim here: MacroTides.com Find Kerry here: FSN

Feb 23, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with Jim Welsh at Macro Tides about market booms and busts that correspond to secular (long-term) interest rate trends. Jim believes we are in the early stages...

Despite a monster run in financial markets and prevailing bullish sentiment on Wall Street, our guest, Jim Welsh, Macro Strategist & Portfolio Manager for MacroTides.com in San Diego, joins us to discuss a potential long-term breakdown for stocks, challenging investment strategies that have worked for decades. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

Jim Welsh, author of "Macro Tides" and the "Weekly Technical Review" newsletters says that if the market can rally past recent highes -- with the Standard & Poor's 500 topping 4931 -- it will finish the market's recent rally and leave stocks vulnerable to a small correction over the next few months. That said, Welsh believes in a 17-year cycle that his charts show dates back nearly 100 years, and that cycle is cooking up a coming secular bear market that ultimately could last for a decade and crater the market in the process. Susan Fahy discusses the latest "CreditGauge" measures from VantageScore, which show that the consumer is showing signs of financial stress, but the action hasn't been as bad in most areas as the headlines might suggest. Ian Merrill of SCG Asset Management and The Alternative Strategies Income Fund talks about how money managers can add derivatives to a portfolio in ways that mitigate risks but goose returns over the long haul, and Vince Lorusso, president/portfolio manager of Clough Capital, talks valuation investing in the Market Call.

Jan 12, 2024 – After this week's wrap-up, Financial Sense Newshour's Jim Puplava speaks with Jim Welsh at Macro Tides about an important 17-year cycle followed by an outside-the-box interview with Art Berman, who makes the case...

Stocks had a banner year in 2023, but a stark warning signals a looming shift in the economy and financial markets. Our guest Jim Welsh, Macro Strategist & Portfolio Manager at MacroTides.com in San Diego predicts an impending secular bear market.Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.comMake sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

It's the end of 2023, and markets are finishing the year on a strong note. Now, it's time to look to 2024 and explore what the future holds for stocks. Today on the Gains podcast, we are bringing on four of our regular experts to share their forecasts for the new year.  - Jim Awad, Senior Managing Director at Clearstead Advisors in New York. - Chuck Carlson, CEO of Horizon Investment Services & Publisher UpsideStocks.com in Hammond. - Mark Hulbert, Investment Columnist for The Wall Street Journal, Barron's & MarketWatch.com in Washington D.C. - Jim Welsh, Macro Strategist & Portfolio Manager at MacroTides.com in San Diego.  

Dec 15, 2023 – After this week's market wrap-up, Financial Sense Newshour speaks with Jim Welsh at Macro Tides about the big surge in the stock market this month as the consensus increasingly expects a perfect trifecta...

Dec 15, 2023 – After this week's market wrap-up, Financial Sense Newshour speaks with Jim Welsh at Macro Tides about the big surge in the stock market this month as the consensus increasingly expects a perfect trifecta...

Stocks surge as the year winds down.  The looming question - What's next? Jim Welsh, Marco Strategist & Portfolio Manager at MacroTides.com joins Andy Giersher with a technical look at financial markets.Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.comMake sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter  

Tom welcomes back, Jim Welsh, founder and publisher of Macro Tides. Jim shares his perspectives and charts on the current state of the market. He discusses potential coming economic challenges and is concerned about the markets focus solely on CPI metrics. Note: For those interested in Jim's offerings he provides a special offer for his subscription in the guest links section below. One of the major concerns discussed was a significant increase in inflation recently. This prompted the Federal Reserve to respond by increasing the funds rate. However, Welsh cautioned that people should not disregard Fed policy of the 1970s, as they could influence future actions by the Fed. Welsh believes that the cause of the recent inflation surge is related to consumers entering the post-pandemic period with substantial savings, leading to rising wages over the past few years, which are now manifesting in higher consumer prices. Banks have tightened lending standards, making borrowing costlier for small businesses, while credit lines decline, indicating signs of strain. Although the GDP grew significantly in the third quarter, there are cautionary indications not dis-similar to those preceding the 2008 crisis. Jim stresses the importance of analyzing multiple factors to evaluate economic activity accurately. He notes that corporate bankruptcies have reached record highs, hinting at hidden issues despite seemingly positive growth. Moreover, it takes time for macro-level changes to impact behavior, leading to questions about the true significance of GDP as an indicator of real economic growth. Welsh's outlook is that the economy will likely slow down over the next six to nine months. The Federal Reserve aims to handle the situation cautiously, learning from the mistakes of the 1970s. He highlights the potential for financial markets to misjudge or discount the future, creating investment opportunities. Lastly, Jim discusses why the current U.S. political system is not up to the task and will remain polarized for some time. Talking Points From This Week's Episode Economy may enter a new 'lost decade' as economic growth wanes and market risk a further downturn. The Fed's approach may resemble that of the 1970s. Increasing political polarization may lead to economic downturn, making it difficult to pass fiscal and monetary policy that is beneficial. Time Stamp References:0:00 - Introduction0:51 - CPI Numbers & Markets3:43 - Lag Times & Fed Policy9:05 - Rates & Mechanisms13:15 - Growth Vs. Prices14:48 - Past Monetary Policy19:53 - Fed Targets & Rate Cut24:43 - Secular Bull & Bear Mkts29:26 - Bonds/Yield Curve Charts32:10 - Economic Indicator Chart33:12 - Faster Hikes & Lending35:35 - TLT ETF Trend Chart38:32 - 2024 Dollar Decline42:12 - Gold A New Bull Market45:13 - S&P & US Bond Chart47:23 - Tech Stock Outlook49:56 - Secular Bear Market51:05 - Stock Mkt. Valuations53:56 - Fiscal Spending Power56:40 - Fed's Balance Sheet57:57 - Political Polarization1:01:57 - Wrap Up Guest Links/Jim's PromoWebsite: https://macrotides.com/Twitter: https://twitter.com/JimWelshMacroE-Mail - Offer: jimwelshmacro@gmail.com Jim's Special Offer: Promo Code "GOLD"Jim says, "I want to offer your viewers a 50% discount off their first month", so those interested can check his work out. This discount applies to monthly subscriptions to the "Weekly Technical Review". This is normally $35.00 so it would be $17.50. The promotion code is: GOLD Jim Welsh is a student of the financial markets and a seasoned veteran of investing with forty years of portfolio management experience, including security research & analysis, model building, portfolio construction, asset allocation, and is a specialist in technical analysis and macroeconomics. Did we mention he is also an all-around good guy? As a nationally recognized financial expert, Jim has been quoted in Barrons, the San Diego Union-Tribune, Consensus, the Big Picture, Econintersect,

Stocks have been on a remarkable rebound, but a stark warning signals a looming shift in the economy and financial markets. Our guest Jim Welsh, Macro Strategist & Portfolio Manager at MacroTides.com in San Diego predicts an impending secular bear market. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

Download Jim's charts here: https://bit.ly/48UDlNg Jim Welsh from Macro Tides discussed the correlation between bond prices and the stock market, and how the negative correlation window is ending. He suggested that the formula of a 60/40 allocation to stocks and bonds is going to be problematic if we've entered a window of a secular bear market in bonds. Welsh also discussed the impact of rising inflation on consumers and the economy, and how the excess savings accumulated during the pandemic will be gone for most consumers by the end of September, which will lead to a slowdown in the economy. Additionally, Welsh predicted a pullback in the dollar, a weaker euro, and a rally in gold. He believes that Treasury yields will come down over the next six months as the economy slows down due to demographic problems, low birth rates, and enormous debt needs. The S&P 500 may have one more rally before a difficult year in 2020. Welsh suggested that a buy and hold strategy using 60/40 will not be successful over the next ten to fifteen years as we deal with these big problems. Download Jim's charts here: https://bit.ly/48UDlNg Visit Jim's site at: https://MacroTides.com

This week on the Gains podcast - Jim Welsh, Macro Strategist & Portfolio Manager at MacroTides.com in San Diego joins us with a deep dive into the recent financial turmoil hitting stocks, offering insights on market dynamics and a cautionary long-term perspective. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

Sep 29, 2023 – After this week's wrap up with Ryan Puplava, Financial Sense Newshour speaks with Jim Welsh at MacroTides to get an update on his big picture outlook for the US economy and markets. Jim says that the markets are...

Despite easing inflation and softening in the jobs market, there are some concerns among technical analysts that a recession could still be on the table.  Jim Welsh, Macro Strategist & Portfolio Manager at MacroTides.com in San Diego joins us with his forecast. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

Aug 4, 2023 – Financial Sense Newshour speaks with Jim Welsh at Macro Tides and Frank Holmes at US Global Funds on the risk for a market correction as bond yields (borrowing costs) climb higher into restrictive territory...

Despite easing inflation and a robust jobs market, there are some concerns among technical analysts that a recession in the second half of the year maybe on the table. Jim Welsh, Macro Strategist & Portfolio Manager at MacroTides.com in San Diego joins us with his forecast. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh.Never miss an episode from us! Hit the follow button on our Insta & Twitter

Jim Welsh, author of the 'Macro Tides' and 'Weekly Technical Review' newsletters, says that the leading economic indicators that had everyone expecting a recession a year ago have fooled investors by softening recently. While many experts now are predicting a soft landing and the potential for no recession, Welsh says key indicators -- like the inverted yield curve -- often take a year or more to pan out and they will come to roost in the next three to six months, reinforcing the possibility of a 5 to 7 percent market pullback before the year ends. Also on the show, Jon Baranko, chief investment officer for fundamental investments at Allspring Global Investments, discusses how the strong start to 2023 impacted the firm's mid-year outlook, which is looking ahead and seeing broader participation and strong times for small-cap stocks ahead. In The NAVigator, it's Josh Duitz of the Aberdeen Global Infrastructure Income Fund, explains why the timing is good for infrastructure investing but notes that the public companies in the sector are a particularly good value right now. In the Market Call, Bernie Horn of the Polaris Global Value fund talks stocks.

Jim Welsh provided a detailed analysis of the current state of inflation, predicting that it will continue to rise due to the reversal of energy prices and food prices. He also discussed the impact of higher interest rates on unemployment numbers and predicted that a recession is likely in the near future based on historical indicators such as the yield curve inversion and the increase in lending standards. Kerry Lutz and Jim Welsh discussed the shift in market sentiment from anticipating a recession to believing that it is no longer a concern, and how this may actually increase the likelihood of a recession. They provided a comprehensive overview of the economic factors at play and the potential consequences for investors and the economy as a whole. Welsh also provided market analysis on gold, the S&P 500, and lending standards, and suggested caution in light of current prices. Visit Jim's site: macrotides.com Visit us at: FSN

Jul 5, 2023 – Jim Welsh from Macro Tides suggests that previous predictions of a recession for last year or the first half of the present year were too early. However, he points out that the most trustworthy indicators of an impending recession...

Jun 9, 2023 – After this week's market wrap-up, Financial Sense Newshour speaks with Jim Welsh at Macro Tides about how another recession domino just fell right at the same time investors are getting all bulled upon on tech stocks...

Jim Welsh believes that the coming secular bear market has already begun and that it will be worse than the 1966-1982 period. He bases this on factors such as debt, demographics, and the risk of war. He believes that the economy will slow in the second half of 2021 and that the market will follow, leading to lower returns for investors. He suggests that investors take advantage of opportunities and be prepared for a hard landing. Jim Welsh discussed the FOMC's plans to pause raising the funds rate, the tight labor market, and the potential for gold and treasury bonds to rally in the near future. He also discussed the potential for a recession and the global housing bubble. Visit Jim's site: https://macrotides.com Visit us at: https://FinancialSurvivalNetwork.com