George Goncalves Predictions
Head of U.S. Macro Strategy, MUFG Securities
Track George Goncalves's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
3 forecasts 3 pending
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
- Submit corrections
3 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
George Goncalves Fed Funds Rate The Federal Reserve will not hike interest rates despite markets pricing in hikes Wealthion 2026-05-28 2026-12-31 pending
See quote
[6:49] I disagree with that... Bond markets price in hikes and then they're never delivered. I think we're seeing a repeat of that.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
George Goncalves U.S. Equity Market Global Share The U.S. equity market's share of global equities (currently ~70%) is at its limits and capital will begin to rotate to international markets Wealthion 2026-05-28 2028-12-31 pending
See quote
[33:40] I think it's at the limits personally speaking in 1987 the Japan's uh stock market was 40% before it went into its downturn... you're going to see people move capital or repatriate capital back home to their home countries.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
George Goncalves Treasury Market U.S. domestic banks will become larger buyers of U.S. Treasuries, replacing foreign investors as the primary source of demand going forward Wealthion 2026-05-28 2027-12-31 pending
See quote
[35:00] we do kind of expect banks to be US banks especially to become larger buyers of US fixed income especially at these higher rates... we do think that um that there's a a domestication happening of the US bond market away from foreign investors uh and that will be where most of the demand's going to come from going forward.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.