Ep. 87 - Bear Market Stock/Bond Rally Ending with Global Inflation and Recession Continuing!
Listen now
Description
January-February bounce in the stock and bond markets ending with inflation gaining more traction globally. Natural resources needs are escalating due in part to EV car and battery plant expansions but global oil and metals inventories are at multi-decade lows. Get ready for a take-off in oil and metals prices which will bring forth a new, possibly, violent uptrend in global inflation. Higher and longer interest rates are choking new investments in tandem with lower demand for future manufactured products. We are in a Stagflation spiral!
More Episodes
BRICS+ just ended the dollar’s strangle hold on Petro-dollar trade. Russia/China have largely eliminated their dollar trade with Russia eliminating dollar holdings entirely and China seemingly following suit (China is the past largest holder of US government debt). Forget the G20 and now look...
Published 06/28/24
BRIC’s Ministers Meeting and moves to increase their control of vital minerals while moving away from the dollar, inflation remains a major problem for U.S. consumers, new jobs almost all part-time filled by non-U.S. born workers focused on low-paying compensation segments, and another bank...
Published 06/18/24