Lagniappe cover art

Are We in a Time of Vibespansion?

· Lagniappe

2024’s markets have gotten off to a choppy start, but that hasn’t stopped economists from calling this a period of vibespansion. We’ll look into the merits of that notion as well as how fixed debt is working to the advantage of home and small business owners. We’ll also take a look at the economic impact of China invading Taiwan and discuss the red flags of investing in countries with autocratic regimes.

Key Takeaways

[00:17] - Vibespansion during a choppy start to the 2024 markets [04:25] - How fixed debt is aiding home/small business owners [08:48] - A frigid update on EVs [12:33] - The economic impact if China invaded Taiwan [20:57] - The Fed is moving toward an easing bias [23:48] - Spirit & JetBlue merger blocked

Links

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