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Economist’s “News and Views” Monday 9-9-2024

This Next Punch Will Take Down the Entire Market Warns Famed Fund Manager

Daniela Cambone:  9-9-2024

Michael Gayed, CFA, drops a bombshell in today's interview with Daniela Cambone:

A looming market crash. Citing a slew of economic red flags, Gayed warns investors to buckle up.

He dives into the reversal of the reverse carry trade, a market dynamic that could ignite volatility.

And to weather the storm, he recommends ditching risky bets and piling into defensive assets like gold, utilities, and long-duration treasuries.

CHAPTERS:

0:00 Bearish Perspective

 1:00 The Reverse Carry Trade

 3:30 September Weakness

6:00 Tech Giants and the S&P 500

8:00 Bond Market Signals

10:00 Economic Warning Signs

 13:00 Inflation Debate

16:00 From Markets to Fitness

https://www.youtube.com/watch?v=GZUviF3D7Ks

Yellen is the 'Salesperson' for the Economy: Will the Fed’s Rate Cuts Backfire? - Peter Boockvar

Kitco News:  9-9-2024

Jeremy Szafron, Anchor at Kitco News, interviews Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, about the U.S. economy, interest rate cuts, inflation trends, and China's impact on the global gold market.

Boockvar dissects the widening gap between Wall Street and Main Street, explaining how consumer experiences differ dramatically depending on income levels.

He critiques Janet Yellen's recent remarks, calling her a "salesperson" for the economy and questions the Federal Reserve's next moves, including the potential rate cuts' irrelevance.

00:00 - Introduction: Yellen on the Economy

02:00 - Yellen's Optimism vs 2008 Warnings

04:30 - Treasury Secretary as Economic 'Salesperson

' 06:20 - Economic Divide: Wealthy vs. Low-Income Consumers

 08:50 - Global Impacts: China and Europe

11:00 - Rate Cut Debate: 25 or 50 Points?

13:40 - Inflation Concerns and Fed Strategy

16:10 - Gold Purchases and Central Banks

19:00 - U.S. Dollar's Impact

21:30 - Upcoming Inflation Data

https://www.youtube.com/watch?v=1Nuhy3DAG48

The Fed Hasn't Done This Since '08... and '01

Heresy Financial:  9-9-2024

TIMECODES

0:00 Intro

0:44 2-Year Treasury Yield

 4:16 What are Interest Rates

7:08 Fed Funds Rate is Controlled by Central Planers

 9:56 Controlled Rate vs Free Market Rate

 12:18 How this Distorts the Economy

https://www.youtube.com/watch?v=6BJqzvvpkJw