by Graham Summers, MBA As I outlined yesterday, the Fed is in a panic. By quick way of review: Regarding #5, Trump is convinced the Fed plays politics to benefit…
The Fed is panicking. Why? Because, its efforts to loosen monetary policy to juice stocks and real estate higher to aid the Biden administration with its re-election campaign have unleashed…
By Graham Summers, MBA | Chief Market Strategist The stock market has finally woken up to what I’ve been warning about for weeks… namely that inflation is rebounding. By quick…
By Graham Summers, MBA | Chief Market Strategist I warned time and again that the Fed was making a massive policy mistake that would unleash another round of inflation. By…
Over the last week, we’ve warned investors that the Fed’s actions are unleashing another round of inflation in the U.S. financial system. By quick way of review. Unfortunately for Americans,…
by Graham Summers, MBA As I keep emphasizing, another round of inflation is coming. And the worst part? The Fed knows it, but is playing political games to boost the…
Our latest theme is that the U.S. Central Bank, called the Federal Reserve, or the Fed for short, is NOT politically independent, but is in fact a highly partisan organization…
Yesterday, I detailed how the Fed is a political entity… and it leans left. By quick way of review… 1) The Bernanke-led Fed launched QE 3 just three months before…
By Graham Summers, MBA It’s time to tell the truth when it comes to Fed political interventions. One of the biggest myths concerning the Fed is that it is politically…
Last week, the Fed confirmed that it intends to cut rates three times this year, despite the fact inflation is NOT near its target of 2% and is in fact…
I’ve previously explained in great detail that the official inflation measure, the Consumer Price Index or CPI, is massaged to the point of being a work of fiction. Among the…
The Fed is screwing up… again. And investors who don’t prepare for what’s coming are in for a NASTY surprise in the coming months. To understand what I mean by…
By Graham Summers, MBA Well, it’s finally happening! Throughout 2023, I warned that inflation was not really disappearing from the financial system. Time and again I noted that the ONLY data…
Inflation is going in the wrong direction again… and that is BAD news for stocks. If you’ll recall, the primary driver of the recent rally in stocks was the Fed…
By Graham Summers, MBA Governments around the world are issuing staggering amounts of debt to “paper over” any weakness in the private sector with public spending. As Bloomberg notes, collectively,…
By Graham Summers, MBA Since early 2023, numerous pundits and gurus have been calling for a recession. And despite numerous indicators flashing that one is coming… the recession has yet…
By Graham Summers, MBA Both stocks and bonds caught a bid mid-week on announcements that the Treasury has decided to issue less long duration bonds that previously expected. This is…
By Graham Summers, MBA Inflation is back. While mainstream economists prance around on television claiming that inflation has been defeated, the real data suggests otherwise. It’s a well known “secret”…
By Graham Summers, MBA As I noted a few weeks ago, inflation likely bottomed in July. By quick way of review, the official inflation metric, the Consumer Price Index or…
By Graham Summers, MBA The Fed has raised interest rates from 0.25% to 5.25% in the span of 16 months. And yet…inflation has yet to disappear in any significant fashion.…
