Ray Dalio says stocks, bonds have further to fall, sees U.S. recession in 2023-2024

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MarketWatch Money Festival: Ray Dalio says stocks and bonds still headed down

As the world waits for the Federal Reserve to deliver what’s expected to be its third “jumbo” interest-rate hike,

Fed Chairman Jerome Powell has pledged that the central bank will do everything in its power to curb inflation, even if it crashes markets and the economy in the process. But to accomplish this, Dalio believes the Fed must raise benchmark interest rates to between 4% and 5%. Assuming the Fed does raise interest rates on Wednesday by at least 75 basis points, this would take the Fed funds rate above 3% for the first time since before the financial crisis.

In the U.S., inflation has eased slightly after hitting its highest level in more than 40 years over the summer. But a report on consumer-price pressures in August sent financial markets into a tailspin last week as elements of “core” inflation, like housing costs, appeared more stubborn last month than economists had anticipated. But the ongoing energy crisis in Europe has led to even more severe increases in the cost of everything from heat to consumer goods.

“When one makes an investment, one puts a lump-sum payment for future cash flows, then in order to say what they were worth, we take the present value and we use a discount rate. And that’s what makes all boats rise, and decline, together,” Dalio said.

 

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RayDalio

RayDalio We are already in one, once republicans take the house or senate they will finally accept reality and blame republicans

RayDalio Lol

RayDalio and maybe DC folks spent to much money on stuff

Ray Dalio says that stocks and bonds are still headed down, according to MarketWatch. This could be bad news for investors.

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