Tag Archives: Federal Reserve

Blog

Episode 011

When This Runs Short, Watch Out!

The threat I see to economic expansion

by Chris Martenson

Friday, June 18, 2021, 7:16 PM

41

There’s one thing that I think might cause a breakdown in the system of money and halt the economic expansion in its tracks. Come to learn about the critical importance of Net Energy, stay for the prediction about how an oil shortage within the next year could cause the gross experiment in money printing to come to a grinding halt.

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Blog

Commodities Boom Only In ‘Early Innings’

Steen Jakobsen returns to explain why 'we ain't seen nothin' yet'

by Adam Taggart

Friday, May 14, 2021, 3:00 PM

9

Back in December, Saxo Bank’s Steen Jakobsen predicted a massive boom in commodity prices was dead ahead. Not many others shared that view back then.

But, boy, was he ever right.

Commodity prices have exploded in the five months since that interview was recorded.

And more important, in Steen’s eyes we ain’t seen nothin’ yet. He predicts commodity prices are going to continue heading higher, a LOT higher, from here.

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Blog

When The Market Unravels There Will Be “No Place To Hide”

David Stockman urges the priority now should be 'preserving capital'

by Adam Taggart

Friday, April 23, 2021, 9:34 AM

101

Few people alive understand how Capitol Hill and Wall Street work better than former Congressman and financier David Stockman.

And he is deeply concerned that our current political, monetary and fiscal policies are setting the stage for an epic breakdown in the economy as well as the financial markets.

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Blog

Bond Market Troubles Will Take Away The Fed’s Printing Press

And it will happen this year, predicts money manager Bill Fleckenstein

by Adam Taggart

Friday, April 16, 2021, 9:44 AM

2

Those cheering today’s sky-high asset prices say they don’t worry because “the Fed has the market’s back”

And they haven’t been wrong to-date. There’s no doubt that the Fed’s $trillions in monetary stimulus has pushed the prices of stocks, bonds, real estate and nearly every other asset class to all-time highs.

But the Fed’s ability to print money with impunity may not last forever. In fact, veteran money manager Bill Fleckenstein warns it could end this year.

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Blog

“This Looks Like The Market Peak”

So declares macro analyst Wolf Richter

by Adam Taggart

Friday, April 2, 2021, 12:07 PM

32

Stocks, houses, commodities, Bitcoin – the price of nearly everything is up double digits vs last years pre-coronavirus highs.

Have the trillions in stimulus ushered in a new bull market in, well, everything? Or have they helped blow the biggest asset price bubble in history?

Macro analyst Wolf Richter suspects the latter. And he doesn’t think we have much time left before it bursts.

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Insider

Off The Cuff: ‘Don’t Believe For A Second That The Government Has Your Back’

Fed-watcher Axel Merk decodes yesterday's FOMC announcements

by Adam Taggart

Thursday, March 18, 2021, 1:23 PM

2
In this week’s Off The Cuff I sit down with Axel Merk to discuss:

The implications of yesterday’s announcements by the Federal Reserve

How much does the Fed truly care about inflation?

Is the Fed willing to sacrifice the purchasing power of the USD in pursuit of its dual mandate?

Why resilience remains the right strategy, in both your finances and overall lifestyle

Expert Federal Reserve-watcher Axel Merk joins the program this week to react in real-time to yesterday’s latest announcements by the FOMC and Fed Chair Jerome Powell.

He and I discuss the Fed’s apparent lack of concern about both raising bond yields and building inflation concerns.

As far as Fed Chair Jerome Powell claims, the current easing mode of easy monetary policy is going to continue for a lot longer.

And for those concerned that the repercussions of those policies are having increasingly disastrous effect on the vast majority of the American public, Axel warns that it’s folly to believe the Fed is working in their interests…

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Insider

Off The Cuff: The Massive Implications Of Rising Interest Rates

Is this an early signal the Fed's longtime easing stance is shifting?

by Adam Taggart

Wednesday, February 17, 2021, 12:25 PM

6
In this week’s Off The Cuff I sit down with Wolf Richter to discuss:

The future implications of rising Treasury yields

How long can the full-blown mania in the markets last?

Why Wolf thinks the Fed’s hand will be forced to tighten by rising inflation

San Francisco homelessness/crime boom a sign of things to come nationwide?

Treasury yields have been rising, with the 10-year just hitting its highest level in nearly a year. What does this signify?

Wolf Richter watches the bond market closely and thinks this is an early tell that the Fed may end up disappointing the markets eventually.

Like many of our recent guest experts, Wolf sees higher inflation ahead. And at some point, he sees the Fed — despite its recent stated willingness to let inflation “run hot” for a while — being forced to try to contain it.

Before it gets to the “unthinkable” stage of raising interest rates, it will use the other arrows in its quiver like slowing/stopping QE and eventually selling assets off of its balance sheet. So by allowing the long end of the Treasury curve to rise now, the Fed may be taking its first baby step towards ending its longstanding easing efforts.

Of course, if true, the ramifications of this are tremendous, as Wolf explains here:

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Blog

Will The Fed Destroy The Dollar?

The two smartest Fed-watchers we know share their forecasts

by Adam Taggart

Friday, January 1, 2021, 2:10 PM

29

The Federal Reserve is now in “extreme easing” mode, having printed up nearly $3 trillion in thin-air money just this year alone. It’s not a stretch to expect the value of the dollar to decline even more precipitously from here than current estimates predict.

So, in a world where the Fed is considered by many to BE the market, backstopping investors and stepping in at a moments notice to prevent losses, what is the Fed most likely to do from here?

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Podcast

Ron Paul: THIS Worries Me Much More Than Covid

More government intervention makes every problem worse

by Adam Taggart

Wednesday, December 9, 2020, 3:36 PM

21

If you’re concerned about the overreach of government in juicing asset prices to dangerous levels, picking economic winner and losers, and constraining our personal freedoms — you have very good right to be.

So says lifelong champion of free markets, sound money and civil liberty, former US Congressman Dr Ron Paul.

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Insider

Off The Cuff: The Fed Is Just Playing For Time At This Point

It doesn't know how to escape the mess it has created

by Adam Taggart

Wednesday, September 23, 2020, 7:51 AM

3
In this week’s Off The Cuff podcast, Chris and Axel Merk discuss:

Fire resilience

The Fed has no clue how to get out of the box it’s in

The Fed is only looking at the immediate term; it leaves tomorrow’s problems to tomorrow

Why the best short-term policy is a good long-term policy

Last week saw another FOMC statement, which Fed-watcher Axel Merk returns to the program to de-code for us.

In short, the Fed is giving itself more leeway to deal with a problem it has no clue how to fix. It is simply playing for time, trying to reassure us in the meanwhile that it has everything under control.

Click here to listen to a sample of this Off The Cuff Podcast

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