Ep. 88 - Moving to Lower Stock & Bond Prices with Growing Insolvency Threats Coupled with Recession
Description
The Fed is only at the starting line in mitigating bank insolvency issues. Their additional money creation ( or “lending” ), new buying of government securities ( instead of selling them), making up for China’s sale of U.S. government securities, and making little or no progress on systemic inflation will pretty much guarantee a long Stagflation, if not severe recession, for the U.S.
This week, we’ll talk about the implications of the BRICS+ meeting, increasing long term interest rates, and the continuing vast amount of dollars coming into the U.S. stock and bond markets.
Historically, in war times, money moves out of higher geographical risk areas into U.S. dollar...
Published 10/31/24
Most of the leading Western countries going into or well into recessions while Russia and China organize BRICS+ against the dollar and economic leadership.
The implications of chronic under-reporting U.S. employment and inflation in the context of increasing long term interest rates and out of...
Published 10/17/24