FOMC

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Off The Cuff: What Today's Rate Hike Means

Another increase, plus a reduction of the balance sheet
Wednesday, June 14, 2017, 8:30 PM

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

  • Unpacking Today's Rate Hike
    • What will the impact be?
  • When Is A Rate Hike Not A Rate Hike?
    • The Fed's hikes aren't really pulling liquidity out of the market
  • Every time The Fed Talks Gold Goes Down
    • Manipulation (for optics) is alive & well
  • Can The Fed Engineer A Soft Exit?
    • Hardly likely

Chris and John break down today's Fed announcement of a 0.25% rate hike, plus its presented schedule for starting to reduce it's $4.2 trillion balance sheet. 

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

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Off The Cuff: Buy The @%&^ Dip!

This phrase will be a widow-maker in the next downturn
Thursday, May 25, 2017, 5:20 PM

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

  • Fake, Fictitious Markets
    • None of today's prices is justified by the underlying data
  • Death By Drowning
    • Too much liquidity is killing our markets
  • Housing Bubble Trouble?
    • Prices now declining in the San Francisco Bay Area
  • Buy The @%&^ Dip!
    • What will happen when this universal strategy no longer works?

After last week's brief re-emergence of volatility in the financial markets, the world's various sovereign plunge protection teams have been hard at work flooding liquidity into the system to push prices back up. Losses will not be tolerated!

And so the "Buy the dip!" crowd is victorious once again. This strategy, mindless as it is, has worked extremely well over the past 6 years -- due to an ever-present influx of 'thin air' $billions supplied by the central banks. But for many reasons, that mindless approach can't -- and won't -- continue forever. And likely not for much longer.

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

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Buy Gold While You Still Can!

An important update on the supply of physical gold
Friday, September 25, 2015, 3:56 PM

This report centers on preponderance of fascinating data revealing the extent of the West's massive dis-hoarding of physical gold, for the first time, begins to allow us to start estimating the range of end-dates for the flow to the East.

Here’s the punchline: there’s an enormous and growing disconnect between the cash and physical markets for gold. This is exactly what we would expect to precede a major market-shaking event based on a physical gold shortage. » Read more

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Off the Cuff: Vicious Volatility

And the case for a major market pullback
Friday, January 31, 2014, 10:46 AM

In this week's Off the Cuff podcast, Chris and Brian Pretti discuss:

  • Emerging Mayhem in Emerging Markets
    • Weakness at the periphery is accelerating
  • Vicious Volatility in the Financial Markets
    • Investors have whiplash from this week's price moves so far
  • The Case for a Big Market Pullback
    • Even the bulls think a correction at this point would be healthy
  • False Safety
    • Treasurys will be a safe place to part capital....until they aren't
Insider

Off the Cuff: The Fed is Speaking out of Every Corner of Its Mouth

Trying to cover all of its bases
Wednesday, July 10, 2013, 10:55 PM

In this week's Off the Cuff podcast, Chris and Charles Hugh Smith discuss:

  • Decoding FedSpeak
    • Deciphering the latest Fed minutes
  • Pricey Petroleum
    • Crude oil cracks $105/barrel
  • Fed Losing Control?
    • Outlook for stocks/bonds/real estate looking shaky
Insider

Off the Cuff: Broken Markets

Response to the FMOC minutes reveals depth of instability
Thursday, June 20, 2013, 12:26 AM

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

  • Wedding Bells For Mish
    • Mike tied the knot last week
  • FOMC Freak-Out
    • Markets react nonsensically to the predictable
  • Where to From Here?
    • Down - and fast - seems most likely
  • The Case For Precious Metals
    • Current low prices just don't make sense
Insider

Off the Cuff: Things are Getting Interesting

Painful, but interesting
Thursday, February 21, 2013, 11:25 AM

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

  • The FOMC Freak-out
    • Why markets dove after the Fed minutes were released
  • Stocks Slip, PMs get Slaughtered
    • Why the markets look very treacherous from here
  • The Sinister Sequestration
    • What will likely result if it happens