Category Archives: Inflation

Panic is Subsiding… But What Will Be the Secondary Effects?

Posted on March 30, 2020 by The Phoenix

Stocks are up somewhat this morning. This marks the second Monday stocks will open in the green (last Monday was a green open as well) following two horrifically bad weekend sessions that saw stocks open limit down or close to … Continue reading →

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Gold Has Broken Out Against Every Major Currency

Posted on March 30, 2020 by The Phoenix

Stocks are up somewhat this morning. This marks the second Monday stocks will open in the green (last Monday was a green open as well) following two horrifically bad weekend sessions that saw stocks open limit down or close to … Continue reading →

Posted in Inflation | Comments Off on Gold Has Broken Out Against Every Major Currency

The coronavirus has burst the Everything Bubble. Regardless of what happens with the economy or the virus, the damage has been done to the massive debt bubble. Across the board, credit and debt markets have ended their bull markets. To … Continue reading →

Posted on March 20, 2020 by The Phoenix | Comments Off on The Everything Bubble Has Burst… Now Comes the Inflationary Storm

Thus far in this crisis, the Fed has: 1)    Cut interest rates from 1.25% to 0.15%. 2)    Launched over $700 billion in Quantitative Easing (QE). 3)    Launched a $1.5 TRILLION repo program. 4)    Launched another $1 trillion repo program. 5)    … Continue reading →

Posted on March 18, 2020 by The Phoenix | Comments Off on Bernanke Just Told the Fed to Go Monetize EVERYTHING (Weimar-Lite)

The market dip I wrote about last week has finally hit.  Breadth warned this was coming last week, when it struggled to go vertical mid-week. We have a megaphone formation in place that suggests we’ll see a bit more downside … Continue reading →

Posted on February 24, 2020 by The Phoenix | Comments Off on Gold Is Predicting a MAJOR Fed Intervention is Coming

Higher Inflation is Coming… Prepare NOW!

Posted on June 19, 2019 by The Phoenix

The Trump administration just fired a warning shot at Jerome Powell As I noted last week, the President has implicitly told the Fed to start easing now with a tweet concerning inflation.   Ignore the media’s portrayal of the President … Continue reading →

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If Jerome Powell Won’t Ease… the President Will Find Someone Who Will

Posted on June 19, 2019 by The Phoenix

The Trump administration just fired a warning shot at Jerome Powell As I noted last week, the President has implicitly told the Fed to start easing now with a tweet concerning inflation.   Ignore the media’s portrayal of the President … Continue reading →

Posted in Inflation | Comments Off on If Jerome Powell Won’t Ease… the President Will Find Someone Who Will

The President Just Told the Fed, “Inflation NOW or You’re Fired”…

Posted on June 19, 2019 by The Phoenix

The Trump administration just fired a warning shot at Jerome Powell As I noted last week, the President has implicitly told the Fed to start easing now with a tweet concerning inflation.   Ignore the media’s portrayal of the President … Continue reading →

Posted in Inflation | Comments Off on The President Just Told the Fed, “Inflation NOW or You’re Fired”…

President Trump Just “Signed Off” on the Fed’s Plan to Unleash Inflation

Posted on June 13, 2019 by The Phoenix

Yesterday’s article outlined how overly hawkish Fed policy burst the Everything Bubble… The Fed is now in the process of trying to “patch” over the bursting bubble, to stop the financial system from experiencing another crisis. And President Trump just … Continue reading →

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Take a Look At What Emerging Markets Are Saying About the US Dollar

Posted on August 27, 2018 by The Phoenix

The markets are beginning to anticipate a weak $USD. First and foremost, the Emerging Market ETF (EEM) is in the process of bottoming. EEM was crushed by the $USD’s strength this summer. But it’s now starting to look like a … Continue reading →

Posted in False Breakout, Inflation | Comments Off on Take a Look At What Emerging Markets Are Saying About the US Dollar

A Major Shift is Coming in the Markets… (Are You Ready For It?)

Posted on August 27, 2018 by The Phoenix

The markets are beginning to anticipate a weak $USD. First and foremost, the Emerging Market ETF (EEM) is in the process of bottoming. EEM was crushed by the $USD’s strength this summer. But it’s now starting to look like a … Continue reading →

Posted in Inflation, Trading Opportunity | Comments Off on A Major Shift is Coming in the Markets… (Are You Ready For It?)

Two Major Reasons Why the US Dollar Will Soon Drop Hard

Posted on August 23, 2018 by The Phoenix

I’ve received a number of emails from readers asking me how I can be so certain that the $USD will be dropping hard going forward. The answer is simple… neither the US Government, not the US corporate sector can afford … Continue reading →

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Did the Single Most Important Chart in the World Stage a False Breakout?

Posted on August 23, 2018 by The Phoenix

I’ve received a number of emails from readers asking me how I can be so certain that the $USD will be dropping hard going forward. The answer is simple… neither the US Government, not the US corporate sector can afford … Continue reading →

Posted in Inflation, Trading Opportunity | Comments Off on Did the Single Most Important Chart in the World Stage a False Breakout?

The Deflationary Summer Doldrums Are About to End

Posted on August 9, 2018 by The Phoenix

Why the $USD is about to collapse. The Fed left rates unchanged last week, upgrading its view on the economy from “stable” to “strong.” It also reiterated its plans to raise rates two more times in 2018. Put simply, this … Continue reading →

Posted in Central Bank Insanity, Inflation | Comments Off on The Deflationary Summer Doldrums Are About to End

A Major Currency Breakout is Occurring… But Less Than 1% of Investors Have Noticed

Posted on August 9, 2018 by The Phoenix

Why the $USD is about to collapse. The Fed left rates unchanged last week, upgrading its view on the economy from “stable” to “strong.” It also reiterated its plans to raise rates two more times in 2018. Put simply, this … Continue reading →

Posted in Central Bank Insanity, Inflation | Comments Off on A Major Currency Breakout is Occurring… But Less Than 1% of Investors Have Noticed

Is the $USD About to Reverse and Drop Hard?

Posted on August 7, 2018 by The Phoenix

Traders will shoot for new all-time highs for the S&P 500 today or tomorrow. But first, a quick review of our calls for this year. Back in mid-march, when everyone was getting bullish about stocks, we warned that the S&P … Continue reading →

Posted in Inflation | Comments Off on Is the $USD About to Reverse and Drop Hard?

Even the Heavily Massaged CPI Has Inflation at 3%

Posted on July 16, 2018 by The Phoenix

As we noted on Friday, the official inflation metric, called the Consumer Price Index (or CPI) is designed to HIDE inflation, not measure it. Case in point, over the last two months, the CPI has relied on the collapse in … Continue reading →

Posted in Inflation, stock collapse? | Comments Off on Even the Heavily Massaged CPI Has Inflation at 3%

Will the Fed Sacrifice Stocks to Contain Inflation?

Posted on July 13, 2018 by The Phoenix

Anyone who continues to claim the Consumer Price Index (CPI) actually measures REAL inflation is in abject denial. In May of this year, the BLS managed to claim that CPI only rose a measly 0.2% due to the fact that … Continue reading →

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Real Inflation Hits 3.3%… The Fed Will Have To Choose Which Bubble to Burst

Posted on July 13, 2018 by The Phoenix

Anyone who continues to claim the Consumer Price Index (CPI) actually measures REAL inflation is in abject denial. In May of this year, the BLS managed to claim that CPI only rose a measly 0.2% due to the fact that … Continue reading →

Posted in Central Bank Insanity, Inflation | Comments Off on Real Inflation Hits 3.3%… The Fed Will Have To Choose Which Bubble to Burst

The Fed Made a Startling Admission Concerning Inflation Yesterday

Posted on June 14, 2018 by The Phoenix

The Fed  revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost … Continue reading →

Posted in Inflation, WHITE Swan | Comments Off on The Fed Made a Startling Admission Concerning Inflation Yesterday