The MacroTourist

The MacroTourist

MacroTourist Weekly Wrap-Up

WEEKLY WRAP-UP (s2025 e02)

Audio edition: Ben Carlson questions whether you need anything more than US stocks, Citi's strategist differentiates bond declines, and the 'tourist finds out who is on other side of his Loonie short

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Kevin Muir
Jan 13, 2025
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AUDIO EDITION: We start with Ben Carlson and Michael Batnick discussing whether investors need to own any stocks outside the United States (the simple fact that this is being discussed is all you need to know about what to do). Then we move on to Stuart Kaiser’s take on the bond market and whether stocks need to worry. From there, Steve Sosnick reminds …

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