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📺 Bob Elliott: Markets Are Delusional — And Credit Knows It

Written byAdam Shapiro

Friday, Jul 18, 2025 4:55 pm ET1min read

Aime Summary

- Bob Elliott warns markets are misplacing confidence in policy-driven recovery, calling current optimism delusional.

- He criticizes unrealistic expectations around tariff rollbacks and Fed rate cuts, arguing the true economic cycle hasn't begun.

- Elliott emphasizes policy responses typically follow pain, not optimism, highlighting risks of premature market complacency.

🚨 Markets are partying like the worst is over — but Bob Elliott, former

macro lead and CEO of Unlimited, says that confidence is wildly misplaced. “We are engaged in a policy experiment unlike any policy experiment that has ever existed before,” he warns. From misguided hopes about tariff rollbacks to unrealistic expectations for Fed cuts, Elliott argues the real cycle hasn’t even started. “The path of response is first pain, then policy that alleviates that pain.” 😬

Adam Shapiro

Adam Shapiro is a three-time Emmy Award–winning content creator, former network news correspondent, and founder of the multimedia production company TALKENOMICS. At AInvest, he created and launched Capital & Power, a video podcast series designed to drive engagement and establish thought leadership, while also producing original live streams, financial articles, and investor-focused video content. Previously, as a correspondent at FOX Business, Shapiro established the network’s Washington, D.C. bureau, reported from the White House, Capitol Hill, and the Federal Reserve, and secured exclusive bipartisan interviews with influential leaders. His reporting helped solidify FOX Business as the most-watched business channel on television. At the same time, his original Talkenomics series drew tens of thousands of viewers per episode through insightful conversations with policymakers, economists, and thought leaders. At Yahoo Finance, he played a critical leadership role in expanding digital programming to eight hours of live, bell-to-bell financial news coverage, dramatically increasing traffic from 68M to 104M unique monthly visitors and growing ad revenue from zero to over $50 million annually. Yahoo Finance continues to benefit from the credibility of Shapiro’s exclusive interviews with former President Donald Trump and numerous Fortune 500 CEOs.

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