Powell Is Dead Wrong! Recession Is Coming, But Not Before One Last Melt-UP
It’s not very often that you get to spar with no less than the Chairman of the Federal Reserve on the state of the US labor market! It’s rarer still when it’s the Chairman’s narrative in the debate that spectacularly unravels. Bizarre as it sound, that’s exactly what played over the last week or so.
Chairman Powell, up until as recently as the most recent meeting of the FOMC (Fed Open Market Committee) which concluded on 30-Jul-2025, has been trying to argue that “the labor market is still quite solid”! In fact, this was Powell’s main premise to defend the Fed’s decision NOT to cut rates in its most recent meeting. But as luck would have it, this narrative of a “solid labor market” very quickly unraveled on 1-Jul-2025, which is when the monthly non-farm payroll report for the month of July-2025 was rereleased by the US Bureau of Labor Statistics (BLS), and this report showed that the US labor market is NOT just weak, it’s pretty much on the brink of a collapse!
I have of course been arguing consistently on my channel for the better part of 2025 that the notion of US labor market being strong is a myth. Thankfully this myth has now unraveled, and unraveled conclusively. But we now run the risk of the dominant narrative swinging to the other extreme, and narrative peddlers going on overdrive to serve “recession porn”, and “experts” advising you to immediately liquidate your stock portfolios before recession hits. But I assure you, nothing can be more disastrous for your investment portfolio, if you let your investment decisions be guided by these stories of gloom at doom at this stage of the business cycle. So please do watch this video till the end, because I discuss how best to position your investment portfolio in the weeks and months ahead in the light of everything that has been transpiring lately the US labor market.
So Do watch the full video on ”Powell Is Dead Wrong! Recession Is Coming, But Not Before One Last Melt-UP | Indraanil Guha English"
Also, if you’re looking for pointers on how to adopt a data-driven approach to navigate the twists and turns of the equity markets at this stage, then I highly encourage you to watch this full video: How to Exit Precisely Before the Upcoming Recession?
And finally, do watch the following video on our flagship offering, the AlphaSIP® Strategy: "Turn Your SIP into a Tax-Free FD of 12% p.a. Even in a NIFTY-50 Crash"
