Federal Reserve

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Off The Cuff: Rate Hike!

What to expect from a rising interest rate environment
Tuesday, December 20, 2016, 9:55 PM

In this week's Off The Cuff podcast, Chris and Axel Merk discuss:

  • Rate Hike!
    • Implications of last week's Fed announcement
  • Why Are Stocks Still Partying?
    • Shouldn't a rate hike spook investors?
  • The Trump Effect
    • What to expect economically from the new president
  • Cash, Gold & ???
    • What to hold going into 2017

Well, it finally happened. After threatening a year ago to hike rates 4 times in 2016, the Fed squeaked in a single buzzer-beating hike last week. The move surprised few, as the predicted odds of the hike among market followers were 100%. Yet the markets still managed to shrug this off and move higher (typically, a rise in rates is seen as 'applying brakes' to the economy, and tends to cause investors to feel less confident in future earnings growth).

Here to talk about the implications of the recent hike, the probabiliy of more to come in 2017, and the shellacking the precious metals have been subject to, is Axel Merk... » Read more

Blog

Money Under Fire

A reminder of the great wealth transfer underway
Monday, December 12, 2016, 11:21 AM

The basic predicament we are in is that the current crop of leaders in the halls of monetary and political power does not appear to understand the dimensions of our situation.

The mind-boggling part about all this is that it's not really all that hard to grasp.

Our collective predicament is simply this: Nothing can grow forever. » Read more

Blog

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The Weighted Average Cost Of Capital

When it goes up, prices go down. It's going up...
Friday, December 2, 2016, 8:59 PM

Get ready to live in an era of rising interest rates. It's going to be unfamiliar territory for all of us... » Read more

Insider

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Off The Cuff: Multiplying Market Oddities

Rising rates are creating cross-currents everywhere
Thursday, November 17, 2016, 8:15 PM

In this week's Off The Cuff podcast, Chris and Axel Merk discuss:

  • Impact Of A Trump Presidency On The Markets
    • What will the most likely trends be?
  • Plummeting Bond Prices
    • Good or bad?
  • The Unbearable Lightness Of Stocks
    • Rising prices in the face of rising interest rates
  • Gold's Prospects
    • Inflation? Higher rates? What will it mean for gold?

Axel and Chris address the increasing sell-off in the bond market, which can also be described as the sudden rising of interest rates. In an over-indebted financial system as ours, rising rates will make it more expensive to service the outstanding debt, placing increasing headwinds on economic growth. Right now, the stock market is ignoring that -- instead, it's pricing for perfection. Axel warns that this "oddity" will need to correct soon, one way or the other.

Click to listen to a sample of this Off the Cuff Podcast or Enroll today to access the full audio and other premium content today. » Read more

Podcast

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Jim Rickards: They're Going To Lock Down The System

When central banks can print no more, money will be trapped
Sunday, November 6, 2016, 1:50 PM

Summary:

Click the play button below to listen to Chris' interview with Jim Rickards (35m:25s). » Read more

Podcast

Janet Tavakoli: Life And Death On Wall Street

History shows systemic corruption can be overcome
Sunday, October 30, 2016, 5:06 PM

Financial markets and derivatives authority Janet Tavakoli returns to the podcast to discuss a number of the themes contained in her new book Decisions: Life And Death On Wall Street.

She paints a particularly informative timeline of the greed and rot that has come to dominate the modern financial system, and how its tentacles have fully penetrated and subjugated the halls of power in Washington DC. » Read more

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Off The Cuff: Between A Rock & A Hard Place

No good options left for the economy
Friday, October 21, 2016, 3:06 AM

In this week's Off The Cuff podcast, John Rubino and I discuss:

  • The Politics Of Paucity
    • Why our current leaders are singularly ill-equipped to deal with de-growth
  • Rate Hike/Fake Hike
    • Is future central bank tightening a fantasy story?
  • Destination Hyperinflation
    • It's the safest bet (in the long term)
  • Prospect Theory
    • The pain of losses outweighs the pleasure of gains

Click to listen to a sample of this Off the Cuff Podcast or Enroll today to access the full audio and other premium content today. » Read more

Podcast

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Wolf Richter: The Economy Is Cracking Under Too Much Debt

Housing, restaurants & retail are suffering
Sunday, October 16, 2016, 1:25 PM

Wolf Richter joins the podcast this week to discuss the deterioration of the global macro situation, and how he is seeing growing signs of recession breaking out across the economy. » Read more

Insider

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Off The Cuff: Topping Markets

To avoid a fall, we'll need a bigger stimulus program...
Friday, October 14, 2016, 11:48 AM

In this week's Off The Cuff podcast, Chris and Mish Shedlock discuss:

  • The Rush To War
    • Tensions with Russia continue to mount
  • Odds Of A Fed Hike Rising?
    • Even if the Fed wants to, can it?
  • Recession Warning Signs
    • It's getting harder to argue we're not already in one
  • Topping Markets
    • To keep them elevated, we're going to need a bigger stimulus package...

Click to listen to a sample of this Off the Cuff Podcast or Enroll today to access the full audio and other premium content today. » Read more

Podcast

David Stockman: America Now Lives Under A 'Perverted Regime'

One foisted on the nation by its bipartisan ruling elites
Sunday, October 2, 2016, 1:19 PM

David Stockman, former director of the OMB under President Reagan, former US Representative, and veteran financier is an insider's insider. Few people understand the ways in which both Washington DC and Wall Street work and intersect better than he does.

In his upcoming book, Trumped! A Nation on the Brink of Ruin...And How to Bring it Back, Stockman lays out how we have devolved from a free market economy into a managed one that operates for the benefit of a privileged few. And when trouble arises, these few are bailed out at the expense of the public good.

Stockman brings us his report of what 30 years of politics, degenerative crony capitalism and “bubble finance” have finally wrought. The upheaval and crossroads represented by Donald Trump’s candidacy spell economic disaster or resurgence, depending on the steps America chooses to take from here. » Read more