Category Archives: Inflation

Energy is Leading the Broader Index From the Lows

There’s a saying that “in bull markets, stocks don’t sell off on bad news.” I mention this because the latest jobs data is out and it’s horrific. Another 4.4. million Americans have filed for unemployment bringing the total the number … Continue reading

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The Markets Are Now Addicted to Fed Interventions

The financial system is now completely addicted to Fed interventions. As I’ve noted over the last month, the Fed has implemented monetary programs to buy just about every asset class. As a brief refresher, the Fed is now intervening directly … Continue reading

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

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

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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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 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 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 by The Phoenix | Comments Off on Gold Is Predicting a MAJOR Fed Intervention is Coming

Higher Inflation is Coming… Prepare NOW!

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

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

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

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

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

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

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

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Two Major Reasons Why the US Dollar Will Soon Drop Hard

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?

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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The Deflationary Summer Doldrums Are About to End

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

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

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

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Is the $USD About to Reverse and Drop Hard?

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

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Even the Heavily Massaged CPI Has Inflation at 3%

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

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Will the Fed Sacrifice Stocks to Contain Inflation?

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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