Economist’s “News and Views” 5-16-2025
3 HUGE Crises Hitting at Once, 'Big Problem' Ahead For Banking System: Michael Pento
Commodity Culture: 5-16-2025
Michael Pento is seeing clear signs that the US economy is facing massive danger, as crises on multiple fronts are evolving into systemic risk for the banking system and threatening to curb the Trump administration's efforts to wage a global trade war.
Michael explains why in the face of these facts, he's moved capital into the commodities sector and is relying on precious metals as a ballast in his portfolio, as he sees a clear move away from the dollar and towards gold by foreign nations.
00:00 Introduction
00:52 US-China Tariff Deal
08:13 Fed Won't Proactively Cut Rates
10:57 Coming Real Estate Crisis
12:59 Bullish Oil & Agriculture
16:44 Effects of Trade War
20:11 Gold is Replacing the Dollar
23:07 Silver on the Radar
26:02 Debt and Deficits in the US
28:03 Spike in 30-Year Japanese Bonds
29:44 Opportunity in Indian Stocks
31:38 Global Conflict Rising
Why Lower Inflation Means More Stimulus Ahead
Heresy Financial: 5-16-2025
TIMECODES
00:00 Inflation Is Falling Faster Than Expected
00:15 April CPI Drops to 2.3%
00:34 Why Tariffs Don’t Raise Prices
01:12 The Fed’s 3 Mandates Explained
01:45 Printing vs. Withdrawing Liquidity
02:00 Could QE Be Coming Back?
02:16 The Fed’s Hidden Job: Control Long-Term Rates
02:54 Debt Cycles and Interest Rates
03:50 Deleveraging Then and Now
04:20 Inflationary Deleveraging Strategy
04:46 Prepare for a New Macro Era
05:01 The Bond Bull Market Is Over
05:14 Why Asset Prices Will Keep Rising
05:31 How to Apply These Ideas to Your Investing
WARNING: Treasury Yields Are Signaling Something Big
George Gammon: 5-15-2025