Economist’s “News and Views” Sunday 9
The Next Black Swan Event Is About To CRUSH The U S Economy
Atlantis Report: 8-31-2024
There is a growing sense of unease among the influential people in the United States. Rumors of an upcoming economic disaster have intensified to the point of being overwhelming.
Recent fluctuations in the value of the U.S. dollar have caused a lot of anxiety among investors and policymakers worldwide.
While a strong currency is usually seen as a positive thing, in this case, its sudden surge has created uncertainty and left many people worried.
Understanding the reasons behind this situation, the threat of recent fluctuations of the U.S. dollar, and the complex dance between the Federal Reserve and interest rates is essential.
Banks Can't Hide From The Truth | Adrian Day
Liberty and Finance: 8-31-2024
Adrian Day discusses the current risks to banks, insurance companies, and pension funds, highlighting concerns about commercial real estate.
He notes that the U.S. economy is weaker than it appears, evidenced by recent job revisions and a predominance of part-time and government positions.
Day anticipates that the Federal Reserve will cut interest rates, a move that typically signals a forthcoming recession but is favorable for gold and commodity investments.
He explains that gold stocks are starting to outperform physical gold, presenting a compelling opportunity for investors.
Additionally, Day predicts a rotation out of overvalued U.S. stocks into undervalued global and commodity stocks, suggesting a cyclical shift in market performance.
Rafi Farber: Bloomberg Explicitly Calls the End Game In the Repo Market
Arcadia Economics: 8-331-2024
It's what Rafi Farber has been saying for about two years now. The End Game will be focused on the repo market, where banks trade each other trillions of dollars every night for wholesale funding.
With the Fed continuing quantitative tightening, eventually there will not be enough dollars to grease the repo market, and we will hit another repocalypse.
Bloomberg finally sees it coming, even using the term "end game" to describe it.
In this week's silver report, Rafi goes into this and other topics including the percentage of dollars backed by deferred assets (Fed losses) and when, theoretically, every dollar in existence will be backed by what the Fed owes the Treasury.