macro
Global Bond Market Rout Continues, Fed’s Barr Ponders Decisive Action
Oil is up again along with bond market yields. Fed rate hike is more likely.
opinion
opinion
The Argentine peso hits a new all-time low against the US dollar
It is now down 99.67% over the past 13 years. In 2013, one peso was worth 20 cents, and now it is worth less than one cent.
macro
Paying 30x earnings for Clorox or lending at 0.6 percent yield leads to poor outcomes, Lyn Alden warns - Traders Union
Paying 30x earnings for Clorox or lending at 0.6 percent yield leads to poor outcomes, Lyn Alden warns - Traders Union
Geopolitics
The Yen’s $96 Billion Fortress on Quicksand | Geopolitics Weekly - Geopolitical Monitor
The Yen’s $96 Billion Fortress on Quicksand | Geopolitics Weekly - Geopolitical Monitor
macro
The Treasury Is Now Supporting Its Own Debt Market
The US Treasury has doubled the size of its buyback operations for longer-term government securities from $2 billion to at least $4 billion per operation after long-term yields surged to levels not seen in nearly two decades. They will call this “liquidity support” because government always invents
macro
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Stocktwits
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Stocktwits
Markets
Gold SWOT: Dollar concerns are strengthening the outlook for further gold gains. - KITCO
Gold SWOT: Dollar concerns are strengthening the outlook for further gold gains. - KITCO
Markets
Treasury’s ramped-up bond buybacks soften the U.S. dollar and boost the gold price – Julius Baer - KITCO
Treasury’s ramped-up bond buybacks soften the U.S. dollar and boost the gold price – Julius Baer - KITCO
opinion
The Fallacy of Stable Prices
The Federal Reserve’s fixation with “stable prices” has led to an unstable economy for the past century.
Energy
Is Taiwan The Only Leverage The U.S. Has In Getting China To Toe The Line In Ira
There is always a winner in any major global oil crisis. In 1973/74, it was Saudi Arabia and its OPEC brothers who shifted the balance of power in the market away from the previous arrangement dominated by the West’s ‘Seven Sisters’ to the oil producers of the Middle East. After the 2014-2016 Oil Pr
Markets
AI, Leverage out the Wazoo, Sky-High Asset Prices, Private Credit, Interconnectedness, and Government Debt Pose Risks to Global Financial System
The G20 Finance Ministers and Central Bank Governors get warned by the international Financial Stability Board.
Markets
Fed’s hawkishness will drive gold price toward $4,200/oz this year, but $5,350 by Q3 2027 still in play – TD Securities’ Melek - KITCO
Fed’s hawkishness will drive gold price toward $4,200/oz this year, but $5,350 by Q3 2027 still in play – TD Securities’ Melek - KITCO