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Lance Roberts: The Markets Are Now Waving A Huge Red Flag

Another debt-fueled crisis & and hangover approaches
Thursday, August 16, 2018, 9:15 PM

Lance Roberts sees trouble ahead.

As chief investment strategist of Clarity Financial and chief editor of Real Investment Advice, Lance issues commentary weekly on the financial markets. He sees a major market correction/crash dead ahead, likely in early 2019 as the US economy offically slides back into recession -- though he's open to it happening sooner than that.

Based on the huge debt/decifit excess that have built up in the economy, paired with the tremendous overvaluations in asset prices seen in today's markets, Lance expects economic growth to remain anemic (at best) for the coming decade: » Read more

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Michael Pento: When The Yield Curve Inverts Soon, The Next Recession Will Start

Expected timing: this Fall
Wednesday, June 27, 2018, 3:34 PM

Some day, today's era of insane asset price bubbles will end. But how? Will it unwind in an orderly and polite way, as the world's central planners hope? Or will be disorderly, resulting in painful portfolio losses and mass layoffs?

Michael Pento, fund manager and author of The Coming Bond Bubble Collapse returns to the podcast this week to offer his prediction that events will most likely take the latter route. In fact, he sees the developing inversion of the yield curve as a dependable precursor to the US economy entering recession as soon as this Fall: » Read more

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2018: The Year Everything Changed

Long-time trends are breaking down
Friday, April 13, 2018, 3:42 PM

Since the rescuing of the financial system in the wake of the Great Financial Crisis, the world has enjoyed a steady upward trajectory of "prosperity. After bottoming in March 2009, stock indices have more than quadrupled. Bonds and real estate have rose to record highs. Market volatility essentially disappeared. The unemployment rate has dropped to the lowest levels in memory. It's been nearly a decade now of smooth sailing and easy returns.

That's all now changing. » Read more

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Simon Black: Priced To Fantasy

Stock prices today simply aren't justifiable
Tuesday, April 10, 2018, 11:53 AM

Chris and I have been on a ship this week, presenting at The Real Estate Investor Summit At Sea.

We were able to steal away for an hour to sit down with fellow presenter Simon Black (founder of SovereignMan.com) and this excellent discussion ensued. We didn't have any agenda prepared; it's just us three riffing and sharing our thoughts on the most likely implications of the biggest macro risks that have our attention right now. » Read more

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This Is The Turning Point

The driving trends of the past decade are now reversing
Friday, April 6, 2018, 11:32 PM

The saying "the worm has turned" refers to the moment when the downtrodden have finally had enough, and turn on their powerful oppressors.

The worms have finally turned against the privileged elites -- who have benefited so greatly from globalization, corruption, central bank stimulus and the profiteering of state-enforced cartels. » Read more

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Off The Cuff: The Coming Crisis Is Not Only Inevitable, It's Needed

We'll be better off for it (if we survive it)
Thursday, April 5, 2018, 11:22 PM

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

  • Manipulated Markets
    • The plunge protection team is not sidelined yet
  • Manipulated Politics
    • Trade, and possibly kinetic, wars are being engineered deliberately
  • The Silver Lining Of The Next Great Financial Crisis
    • It should put us on sounder footing, if we survive it
  • Positioning To Profit From The Next Crash
    • There are asset classes and trading strategies that hold great promise

John Rubino delivers a hard-hitting rebuke of the current debt-based global fiat money regime, along with its current massive volumes of money printing, and explains why he not only predicts the system must crash, but that we'll be better off for it (should we survive it).

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.
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Wolf Richter: The Era Of The Fed "Put" Is Over

It now wants lower asset prices (just not too fast)
Monday, April 2, 2018, 3:39 PM

To all those investors expecting the Fed to step in to backstop the recent weakness seen in the stock market, Wolf Richter warns: The cavalry isn't coming.

After years of force-feeding too much liquidity into world markets, the central banking cartel is now aware of the Franken-markets it has created. And now with a new head at the US Federal Reserve, and soon at the ECB, central bankers have shifted their priority from supporting asset prices to now actively engineering lower prices. » Read more

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The Future Ain't What It Used To Be

Looks like we're in for a much rockier ride than many expect
Friday, March 30, 2018, 8:36 PM

This marks our our 10th year of doing this.  And by “this”, we mean using data, logic and reason to support the very basic conclusion that infinite growth on a finite planet is impossible. 

The only remaining question concerns how fast the adjustment happens. Will the future be defined by a "slow burn", one that steadily degrades our living standards over generations? Or will we experience a sudden series of sharp shocks that plunge the world into chaos and conflict? » Read more

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Steen Jakobsen: Now Is The Time To Be In Capital-Preservation Mode

Saxo Bank's CIO predicts a 15%+ market correction soon
Monday, March 19, 2018, 1:12 PM

Steen Jakobsen, Chief Investment Officer and Chief Economist of Saxo Bank, is sounding a clear warning of an arriving market correction.

Over-inflated asset prices, over-crowded trades, anemic market liquidity, and a continued decline in the credit impulse set the table for a banquet of consequences, in Steen's view.

Confident a market correction of at least 15% lies ahead, Jakobsen urges investors to exit leveraged positions and build cash. As for a longer view, he predicts commodities will be one of the best asset classes to own over the next five to ten years. » Read more

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Off The Cuff: The Bond Market Will Have A Rude Awakening Soon

Higher interest rates will unleash a world of trouble
Thursday, February 22, 2018, 8:54 PM

In this week's Off The Cuff podcast, Chris and Wolf Richter discuss:

  • The Coming Rude Awakening For Bonds
    • Spiking yields are about to crash prices
  • Multi-TrillIon Dollar Deficits
    • The US is spending much more than it admits to
  • Kryptonite For The Housing Market
    • Higher interest rates & unfavorable tax code changes
  • Pension Woes
    • Most pension plans will soon be in a world of pain

Chris and Wolf marvel at the bond market's apparent indifference so far to rising rates. Rising rates, of course, mathematically mean bond prices should lower -- but that hasn't happened much yet. With the 10-year Treasury nearly at 3% now, that resistance can't last for long. Especially if the Fed proceeds with its declared program of quantitative tightening this year.

Wolf explains the ticking time bond in the bond market thusly...

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