Quad Group's Borish Sees 'Hurricane of Deflation' Headed for U.S.

Peter Borish discusses his deflationary view on commodities and the impact of US tariffs on Chinese imports. He emphasizes the importance of data analysis in market forecasting and highlights the deflationary trends affecting investment strategies. Borish analyzes asset classes, noting weaknesses in banks and the stock market, while consumer strength remains. He reflects on historical market crashes and the current state of the banking sector, warning of potential issues due to record deficits and a flattening yield curve.

What does Peter Borish suggest about the current state of consumer spending?

How does Peter Borish relate the current economic situation to past market crashes?

What warning signs does Peter Borish mention regarding the banking sector?