Stephanie Pomboy Predictions

Macro Analyst, Founder of MacroMavens

Track Stephanie Pomboy'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.

7 forecasts 7 pending
  • Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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7 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Stephanie Pomboy Interest Rates Interest rates are on a path higher, not lower, over the long term due to deglobalization trends.
See quote
[12:00] I'm not saying we're going to go to 10% bond yields over the next year. I'm just saying in general it the path for interest rates is higher not lower.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Sprott Money 2026-05-21 2028-05-21 pending
Stephanie Pomboy Inflation Rate Inflation will trend higher over the long term as deglobalization replaces the deflationary tailwind of globalization.
See quote
[12:00] so should deglobalization be get the opposite. So we should expect to see... the path for interest rates is higher not lower. And the same with inflation.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Sprott Money 2026-05-21 2028-05-21 pending
Stephanie Pomboy Fed Balance Sheet The Federal Reserve will be forced to return to quantitative easing as the unavoidable policy response to treasury market stress.
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[15:03] The real TINA isn't stocks. The real TINA is QE in my view.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Sprott Money 2026-05-21 2027-05-21 pending
Stephanie Pomboy Gold Gold will move significantly higher as current selling by countries like Turkey establishes a base before a larger rally.
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[15:03] I know this is just setting a base from which it's gonna have to move up that much higher and I think um this is also true of oil

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Sprott Money 2026-05-21 2027-05-21 pending
Stephanie Pomboy Fed Funds Rate Fed Chair Warsh will not raise rates as his first action and will instead wait for oil-driven inflation to pass before cutting rates.
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[17:49] I have a very hard time imagining that Worsh would raise rates as his first um course of action. Um you know I think that they believe that this oil price situation is is going to be transitory... and that um once they wrap up this Iran thing, oil prices are going to come crashing downward... I I think that's probably what he'll do is he'll he'll expect that uh this is just short-lived and uh give it a minute and he'll have an opportunity to cut.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Sprott Money 2026-05-21 2026-12-31 pending
Stephanie Pomboy Inflation Rate Inflation will not subside enough to give the Fed a clear opportunity to cut rates, contrary to the prevailing expectation.
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[17:49] this idea that um you know the inflation will go away and that if Kevin Worsh just sits aside for a little while and gives it a minute, he'll have an opportunity to cut later is probably incorrect.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Sprott Money 2026-05-21 2026-12-31 pending
Stephanie Pomboy Treasury Yields Global bond market pressures will intensify, especially if the Fed attempts to shrink its balance sheet.
See quote
[12:00] I expect we'll probably see more of those pressures, especially if wars actually endeavors to shrink the balance sheet.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Sprott Money 2026-05-21 2026-12-31 pending