A Sigh of Relief from Markets? | With Vincent Deluard

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss the possibly approaching end of the government shutdown, the relief rally, what he's seeing in inflation, and what he thinks we might get when 6 weeks of missing economic data is finally caught up on. Also on deck: a catch-up on LatAm and China, and what's on Vincent's radar through the end of the year.

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*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

00:00 – Are We Headed for an Inflation Surprise in 2026?
00:42 – Stocks Rebound: Is the Worst Behind Us?
01:25 – The Case for High Growth Into Year-End
02:59 – Recession Fears vs. Reality: Why Vincent Isn’t Buying It
04:15 – Labor Market Strength and the Rise of the Gig Economy
06:20 – Liquidity Tightening: Michael Howell’s Warning Signs
08:11 – QE or Not QE? How the Fed Might Step In Again
10:33 – Politics vs. Policy: The Real Economy Tension Ahead
13:35 – Why Energy Is Vincent’s Top Conviction Trade for 2026
16:10 – The AI Energy Boom and Data Center Demand Shock
20:00 – Oil, Gas & Gold: The Commodity Cycle Is Just Getting Started
23:33 – The European House of Fixed Income Horrors
26:00 – UK, Netherlands & France: Fiscal Challenges Mounting
29:20 – Latin America & Emerging Markets: Where Vincent Sees Big Opportunity
32:46 – Hiking the Andes: Vincent’s Final Thoughts on Global Markets

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