"this is how markets seem to work. The train often leaves the station with the fewest possible passengers aboard. And, then, as they say..."
U.S. gold exports to Hong Kong and China fell 25% in the first four months of the year, London picked up the slack. According to the USGS, U.S. gold exports to London surged more than doubled from January to April, compared to the same period last year. Interestingly, the amount of...
And when it comes to the increasingly celebrated belief that the Federal Reserve has tightened into the next recession, I think the market is confusing the financial economy with the real economy.
In this update we are going to look at a range of factors calling for an imminent market crash, focusing on & highlighting the biggest reasons for it, because with the plethora of market data that we are bombarded with on a daily basis it is often hard “to see the wood for the trees”....
Thus far in his tenure as Fed Chair, Jerome Powell has emphasized that he is more concerned with the real economy than the financial markets. Put another way, the Powell Fed, unlike the Bernanke or Yellen Feds before it, is willing to sacrifice stocks in the name of normalizing monetary policy provided the economy can […]
Dr. Paul explains how the financial chaos we see today has brought back the debate over the exact role for gold. Here's the details...
Currency war can end global US dollar dominance
Since the crisis nadir, inflation and growth outcomes have consistently fallen short of what was expected by the central bankers of major market economies despite an unprecedented period of low policy rates alongside outsized balance sheets. Current policy may be moving in different directions for reasons that seem
Jason asks Fred about the global economy (global macro) situation in his views and why he likes gold
"Our world will go back 'to a trading environment where rules are only enforced where convenient and where strength replaces rules as the basis for trade relations...'"
U.S. stocks fell the most since early April as President Donald Trump’s threats of more trade protectionism against major partners were met with Chinese and European vows of retaliation, rattling global equities and sparking demand for the safety of bonds.
Silver is now trading for a long time close to secular resistance. Favors bullish breakout in 2018 or 2019
On the one hand, we see that the US economy is hot-hot-hot. On the other hand, we see warning signs like ... the US Treasury curve has flattened to a post Great Recession low. Throwing gas on the smoldering fire is this Moody's report that approximately 60% of the number of rated issuers are graded…
The Longer This Range 'Coils' The Bigger The Breakout.
Russia’s Central Bank has been working on an equivalent to the international payment since President Vladimir Putin gave the order in 2014.
Lynette Zang shows the GSR was around 16 to 1 up until the very last month, when it shot up very briefly to 160. Here's the details...
Analysts see it slipping further as the China-US trade dispute shows no signs of easing and the central bank signals it will let the currency weaken more
Gold will be used to support the new system.
The Trump administration’s plan to deploy some of the most restrictive investment limits in its economic arsenal against China marks a setback for Treasury Secretary Steven Mnuchin’s effort to take a less confrontational approach toward Beijing.
If consumption is approximately 70% of US GDP, then inputs to the consumer are critical to the stability and growth of the economy. So let’s discuss what current indicators are saying about the consumer. One chart I like to look at regularly is our cycle indicator. Here we take the rolling 24-month change in both […]