Persistent inflation threatens to upset the Federal Reserve’s plans, the possibility of a sharp Nvidia correction is shaking the foundations of Big Tech, while the prospect of a new trade war from Donald Trump is creating intense geopolitical uncertainty. With data worsening and scenarios of instability multiplying, investors are looking for answers at a time …
Tag: inflation
FED: new round of monetary expansion – The nightmare of hyperinflation and debt
The impasse in the world’s largest economy is obvious and worsening, especially with public debt reaching the $28 trillion zone. The only solution on the horizon to maintain creditworthiness is monetary expansion (in technical terms: debt monetization). In order to understand these unusual developments, we need to see what the Federal Reserve’s scope for action …
Four reasons why gold is considered a safe haven investment today
Markets are facing an environment of high uncertainty and rising risks, which naturally reinforce the demand for gold as an investment haven. The threats to portfolios are everywhere and are unlikely to recede in the near future. The dominant financial orthodoxy in the United States continues to revolve around the dollar, comparing it exclusively to …
Hybrid economic warfare: Scenarios for a massive sell-off in American assets and the “nuclear solution”
US bond yields are rising amid concerns about inflation and monetary policy, putting significant pressure on the US’s already tight fiscal position. If President Donald Trump fails to secure sufficient revenue from retaliatory tariffs and a surge in inflationary pressures is not averted, the world’s largest economy risks a sudden death. On Tuesday (22/7), US …
The abandonment of the gold standard and inflationary money destroyed prosperity in the West
The monetary history of the twentieth and twenty-first centuries shows us how the US government, step by step, removed the gold standard and introduced fiat currency (paper dollars without any counterpart), to finance its growing political power and the strangulation of civil society through economic management. All advanced economies followed suit. The cost that American …
A possible wave of hyperinflation could drown Western economies if the Strait of Hormuz is closed
A major disruption to global energy supplies as a result of the closure of the Strait of Hormuz could cause a sharp and sustained rise in oil prices, further fueling inflationary pressures already weighing on consumers and businesses. In more detail: Israel’s attack on Iran on Friday, June 12, 2025, has catapulted their long-running conflict …
The Global economy reaches the “limits of growth” closing a 200-year Global Wealth cycle – The new Historic Wealth cycle
The global economy is at a major crossroads, and we must prepare for rapid economic change. The world is moving from having enough goods and services for everyone to not having enough to meet needs. The dynamics of the economy are very different when there are not enough goods and services for everyone. The sought-after …
FED ignores Trump: Interest rates unchanged at 4.25% to 4.50%
The Federal Reserve (Fed) kept its policy interest rates unchanged in the range of 4.25% to 4.50%, ignoring calls from US President Donald Trump for monetary policy easing. Notably, the majority of FED officials (9 officials) participating in the FOMC committee predict that the average of the base rate range will be 3.875 at the …
The US is “controlling” debt with inflation
There is an old joke among investors that, in our time, is tragically accurate. Countries start by borrowing from each other. When that trust is gone, they borrow from the banks. And when that source is exhausted, they end up stealing from the people. This theft can appear in various forms: from taxes and special …
Trump administration cuts borrowing costs in two ways: Musk’s DOGE in spending and cheaper energy
By sidelining the Federal Reserve in order to lower borrowing costs for Americans, the Donald Trump administration says it will reduce government spending and increase energy supplies. The payoff will be twofold: it will ease inflationary pressures and strengthen the economy’s fiscal position. While President Trump continues to urge the Fed to lower short-term interest …