Ten Signs That the Economy and Markets Are a Huge Mess

The economy is the number one issue, by a wide margin for voters, in the all-important state of Pennsylvania (Rasmussen Reports “More Americans Optimistic About Economy“). Unfortunately for Democrats, most Americans are not happy with how the economy is performing, and it appears that conditions have taken a turn for the worse. The following are …

The “Talented” Persistent Inflation that won’t go away

Inflation in the US fell to 2.4% against forecasts for a slowdown to 2.3%. On the other hand, “core” inflation recovered to 3.3%, against forecasts that it would remain unchanged. At the core, services inflation rebounded from 4.3% to 4.4% and accelerated strongly from 0.1% to 0.6% month-on-month (this is the part of the core …

BRICS: US dollar reserves below 60% for first time in thirty years

This news, combined with the unreal US debt that exceeds 33 trillion, is the most important indicator for geopolitical events and their projection in the immediate future. Note that every day that passes the beast called “US debt” grows by 100 million dollars(!) and most American economists agree that it is now impossible to service. …

Cutting interest rates early will cause hyperinflation

The Federal Reserve’s recent decision to cut the federal funds rate by 50 basis points to a range of 4.75% to 5%, despite inflation still above its 2% target, apparently politically targeted, has disturbing similarities to the monetary policy mistakes of the late 1970s. Then, under pressure to stimulate economic activity, the Fed eased monetary …

The price of Gold outperformed stocks in annual return (+27.1%)

Spot gold prices closed Friday 9/20 at a new record high of $2,622 an ounce in New York, extending annual gains for the precious metal to 27.1%. It beat the weak performance of the US S&P 500 index, including dividend reinvestment. Gold is on track for its best performance since 2010, even outpacing 2020’s 25.1% …

Kamala Harris’ $2.25 tril. “Money Tree”, and Economic Populism

The socialist recipe for economic failure: Price controls, higher taxes, government intervention and subsidies paid for by printing an ever-depreciating currency. These are the main pillars of “21st century socialism” and the radical leftist Peronism that destroyed Argentina. These are also the key elements of the economic plan presented by Kamala Harris and the Democratic …

China’s Central Bank (POBC) can cause Global hyperinflation

With all the economic news focus on the Federa Reserve and the Bank of Japan, it’s easy to miss where the most important monetary decisions will take place this year: It’s Beijing. Certainly, Fed Chairman Jerome Powell said on Wednesday July 31 that important decisions are coming. A rate cut in September is “on the …

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