More Of Everything: Recession Signals, European War Drumming, and Volatility PREVIEW The US recession appears to be gathering steam – each week, the Atlanta Fed’s GDPNOW forecasting tool is looking more unhappy. For sure, “they” want to focus on the upcoming Trump-cession – just yesterday, I saw the first Nudge Google article on point. (…) The increasing likelihood of the US leaving NATO really is revolutionary. … More Of Everything: Recession Signals, European War Drumming, and Volatility PREVIEW The US recession appears to be gathering steam – each week, the Atlanta Fed’s GDPNOW forecasting tool is looking more unhappy. For sure, “they” want to focus on the upcoming Trump-cession – just yesterday, I saw the first Nudge Google article on point. (…) The increasing likelihood of the US leaving NATO really is revolutionary. …
Risk-Off: Metals, Energy, Treasury Bonds, Equities, and Junk Debt PREVIEW In terms of market moves, adding it all up: metals (risk-off), energy (mostly recessionary), treasury bonds (risk-off), crappy debt (risk on), equities (risk-off), and blessed bitcoin (risk-off) = seems like risk off to me. Consumer Economy Personal Income (PI); 25.346T +221.9B, (+0.88% m/m) 2024-Q4 GDP (GDP); 29.720T +344.7B (+1.16% q/q) Fed GDP Prediction (GDPNOW); -1.48%… Risk-Off: Metals, Energy, Treasury Bonds, Equities, and Junk Debt PREVIEW In terms of market moves, adding it all up: metals (risk-off), energy (mostly recessionary), treasury bonds (risk-off), crappy debt (risk on), equities (risk-off), and blessed bitcoin (risk-off) = seems like risk off to me. Consumer Economy Personal Income (PI); 25.346T +221.9B, (+0.88% m/m) 2024-Q4 GDP (GDP); 29.720T +344.7B (+1.16% q/q) Fed GDP Prediction (GDPNOW); -1.48%…
Home Sales Sinking, DOGE Plows On, and Gold’s Powerful Moves PREVIEW At first, I thought the panic rush of gold into the US had to do with “something in Europe” – money fleeing for some reason, like war. Now, given the audit of Fort Knox coming up, I’m thinking maybe there’s another factor. (…) I’m still waiting for the “recession” impulse to appear in earnest. One… Home Sales Sinking, DOGE Plows On, and Gold’s Powerful Moves PREVIEW At first, I thought the panic rush of gold into the US had to do with “something in Europe” – money fleeing for some reason, like war. Now, given the audit of Fort Knox coming up, I’m thinking maybe there’s another factor. (…) I’m still waiting for the “recession” impulse to appear in earnest. One…
No Good Horrible Retail Sales, Strong Inflation, and Friday’s Paper Gold Smash PREVIEW Of course, next week Trump et al might take a peek inside Fort Knox and find it empty, they might audit the Fed and expose 100 years of corruption, they might even decide to gold-back the Dollar. They could do some or all of this next week! And the COMEX might default! The Fed might… No Good Horrible Retail Sales, Strong Inflation, and Friday’s Paper Gold Smash PREVIEW Of course, next week Trump et al might take a peek inside Fort Knox and find it empty, they might audit the Fed and expose 100 years of corruption, they might even decide to gold-back the Dollar. They could do some or all of this next week! And the COMEX might default! The Fed might…
A New Gold High, and Junk Bonds Are My Coal Mine Canaries (Somebody Call the Vet!) PREVIEW What will Ed Dowd’s upcoming deflationary event do to the prices of everything? Do we really think silver will continue moving higher if everything else drops in price? My position hasn’t changed – I’m 50% in cash. I’m looking to buy the sale, so I’m definitely talking my position – this is not financial advice. … A New Gold High, and Junk Bonds Are My Coal Mine Canaries (Somebody Call the Vet!) PREVIEW What will Ed Dowd’s upcoming deflationary event do to the prices of everything? Do we really think silver will continue moving higher if everything else drops in price? My position hasn’t changed – I’m 50% in cash. I’m looking to buy the sale, so I’m definitely talking my position – this is not financial advice. …
Gold Makes a New High, Failure-to-Deliver, and the Doom Loop PREVIEW I believe there’s a linkage between the “doom-loop” and the failure to deliver of gold at LBMA and the large deliveries at the COMEX. We may be nearing an event. At this moment, it feels like an LBMA bank run – executed by Oligarchs. Prepare accordingly. Gold Makes a New High, Failure-to-Deliver, and the Doom Loop PREVIEW I believe there’s a linkage between the “doom-loop” and the failure to deliver of gold at LBMA and the large deliveries at the COMEX. We may be nearing an event. At this moment, it feels like an LBMA bank run – executed by Oligarchs. Prepare accordingly.
The Dollar Declines, Tariffs In View, and No Free Lunches PREVIEW Ed sees a Fed rate cut coming as a result, and a market correction too – at least in the risk assets. And heck – maybe the BLS will actually report the truth for a change, just to make Orange Hitler look bad, which will add fuel to the fire. Of course, I thought they’d… The Dollar Declines, Tariffs In View, and No Free Lunches PREVIEW Ed sees a Fed rate cut coming as a result, and a market correction too – at least in the risk assets. And heck – maybe the BLS will actually report the truth for a change, just to make Orange Hitler look bad, which will add fuel to the fire. Of course, I thought they’d…
CPI Triggers Bond Rally, Disclosure Season is Here PREVIEW Bond markets rallied unexpectedly following the CPI release, while disclosure season heats up with pivotal insights into inflation, banking trends, and shifting global confidence in the dollar and gold. CPI Triggers Bond Rally, Disclosure Season is Here PREVIEW Bond markets rallied unexpectedly following the CPI release, while disclosure season heats up with pivotal insights into inflation, banking trends, and shifting global confidence in the dollar and gold.
Gold in Euros at an All-Time High, It Was Payrolls Friday, and Here’s What’s Next PREVIEW The new all-time high for gold in euros (and in many other currencies too), while silver lags badly, and the miners lag even more, suggests this isn’t about “inflation” (which of course still exists) – it is something else. Gold and the buck rallying together is unusual – it feels like a flight to safety. … Gold in Euros at an All-Time High, It Was Payrolls Friday, and Here’s What’s Next PREVIEW The new all-time high for gold in euros (and in many other currencies too), while silver lags badly, and the miners lag even more, suggests this isn’t about “inflation” (which of course still exists) – it is something else. Gold and the buck rallying together is unusual – it feels like a flight to safety. …
In the Fog of War, Uncertainties Abound PREVIEW Dave covers topics including Trump’s legal issues, Federal Reserve activities, currency and metals trends, energy market movements, China’s economic challenges, and various “”conspiracy theories.”” In the Fog of War, Uncertainties Abound PREVIEW Dave covers topics including Trump’s legal issues, Federal Reserve activities, currency and metals trends, energy market movements, China’s economic challenges, and various “”conspiracy theories.””
by blaggers 
