Video
Fed Under Pressure
David Bianco, DWS Americas CIO & Lori Calvasina, RBC Capital Markets Head of US Equity Strategy talk about whether the Fed will get things back to where they desire, why investors should be careful with bonds and how to adapt to a strong dollar.
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P.S CHINA ECONOMY CANNOT GO FURTHER FROM HERE AS I'VE SAID MANY TIMES ALREADY MEANS AGAIN AND AGAIN SELL OFF EVERYTHING RELATED WITH CHINA (+ H.K) + REAL ESTATE SECTOR!!!!!!!!!!!!!:) < ———– CHINA CANNOT IMPORT INFLATION ANYMORE NOR CANNOT AVOID A TOTAL DESTRUCTION OF ITS ECONOMY < ———- AGAIN AND AGIAN TOOOOOOOOOOOO LATE TO FIX THE FINANCIAL (ENGINEERING) PROBLEMS = MORE AND MORE AND MORE AND MORE AND MORE AND MORE AND MORE MOUNTING DEBT PROBLEMS!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T BONDS!!!!!!!!!!!!!!:) ——– > JUST LET ME TELL YOU ONE THING THAT THERE ARE TOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO MUCH US$ ( + EURO + BITCOIN + CHINA YUAN + (H.K$) BASED ON TOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO MUCH SKEWED US T – BONDS ( EU AREA BONDS + CHINA BONDS) BASED ON 'CANNOT – DO – ANYTHING' THE FED + THE ECB + PBOC. < ——- INDEED WHAT THEY CAN DO BUT HIKING INTEREST RATE JUST A BIT BY BIT < ——– MAXIUM THE FED FUNDS RATE HIKING IS ONLY 1.0% = 100BP AT ONE TIME < ——– THAT'S IT!!!!!!!!!!!!!!!!!!:) < ———– AGAIN AND AGAIN MORE AND MORE SUPER STAGFLATION COMING AND COMING < ——- YOU MUST HAVE GOLD (+YEN) + OIL!!!!!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T BONDS!!!!!!!!!!!!!!:) ——– > AS YOU CAN SEE THAT CHINA ECONOMY IS TOTALLY FINISHED AND IT IS NOW PERFECTLY NON – INVESTIBLE COUNTRY MEANS MORE AND MORE INFLATION COMING FROM CHINA < ——— DO THE MATH THAT IS NOT JUST BY SUPPLYING CHAIN ISSUE BUT IT IS STAGFLATION ISSUE < ——– YOU KNOW WHAT I MEAN?!!!!!!!!!:) < ——– AGAIN AND AGAIN THIS IS ALL BECAUSE OF FINANCIAL ENGINEERING PROBLEMS FROM CURRENCY BUBBLES INCLUDING BITCOIN = MOUNTING AND MOUNTING DEBT AND DEBT AND DEBT AND DEBT AND DEBT PROBLEMS LED BY CHINA + USA + EUROPE AND NOW < ———— NO CHOICE BUT EXPLODING MUCH MORE TREMENDOUS WAY AND IT WILL BE GOING ON AND ON FOR MANY MANY YEARS!!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T BONDS!!!!!!!!!!!!!!:) ——– > JUST TRUST ME AND BUY GOLD + OIL, THOSE HAVE NO OTHER CHOICES BUT GOING UP AND UP!!!!!!!!!!!!!!). + BUY YEN GRADUALLY INTO THE 4TH Q < ———— DO THE MATH THAT THERE WILL BE REALLY MUCH MUCH MUCH MUCH MUCH BIGGER SUPER STAGFLATION COMING TO HIT THE ECONOMY < ———- AGAIN THIS IS ALL BECAUSE OF US$'+ T- BONDS TOOOOOOOOOOOOOOOOOO MUCH BUBBLES + TOOOOOOOOOOO MUCH DISTROTION AGAINST THE REALITY!!!!!!!!!!!!!!!!!!!!!!:) < ——— AGAIN AND AGAIN MATH NEVER TELL YOU A LIE THAT 1 + 1= 2 NOT 1-1 = 2!!!!!!!!!!!!!!!!!!!!!!:) < ———– THIS IS ALL FINANCIAL ENGINEERING PROBLEMS FOR TOOOOOOOOOOOOOOO LONG!!!!!!!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T BONDS!!!!!!!!!!!!!!:) ——– > DO THE MATH THAT THERE WILL BE REALLY MUCH MUCH MUCH MUCH MUCH BIGGER SUPER STAGFLATION COMING TO HIT THE ECONOMY < ———- AGAIN THIS IS ALL BECAUSE OF US$'+ T- BONDS TOOOOOOOOOOOOOOOOOO MUCH BUBBLES + TOOOOOOOOOOO MUCH DISTROTION AGAINST THE REALITY!!!!!!!!!!!!!!!!!!!!!!:) < ——— AGAIN AND AGAIN MATH NEVER TELL YOU A LIE THAT 1 + 1= 2 NOT 1-1 = 2!!!!!!!!!!!!!!!!!!!!!!:) < ———– THIS IS ALL FINANCIAL ENGINEERING PROBLEMS FOR TOOOOOOOOOOOOOOO LONG!!!!!!!!!!!!!!!!!!!!:)
DO THE MATH!!!!!!!!!!!! ——— > AGAIN AND AGAIN IT IS NOTHING RELATED WITH POLITICAL TENDENCY, LEFT OR RIGHT BUT IT IS REALLY GOING ON AND ON IN US ECONOMY AND THE SUPER STAGFLATION WILL BE GOING MUCH MUCH MUCH MUCH MUCH MUCH HIGHER THAN NOW!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) MEANS WE WILL SEE DEFINITELY DOUBLE – DIGIT NUMBER OF CPI ( + 10%, SPECIFICALLY + 12% – 13% UNLESS THE FED HIKES ITS FUNDS RATE BY 4.5% FROM WHERE IT IS NOW) BY THE END OF 2022!!!!!!!!!!!!!!!!!!!!!!!!!:)
If Europe gets beat up going forward, look for their money coming here. It might be a case that America is in trouble, but relative to the rest of the world it looks like a safe haven and solid investment.
China = covid/communism/your investment can be shut down with the stroke of a pen (see tutoring/IT).
Europe = Energy crisis. This winter could be worse than people think.
Rest of the world = pick your local problem.
America = doesn't look so bad compared to the options. Lots of global money might be looking for a home. Companies that do not have a lot of international exposure start looking pretty good.
Was June 16th the bottom or a bounce?
No investment in commodities? Beans, corn, gold?
Adding $4B to FED balance sheet in the week of 13-20 July in times of 9.1% inflation (real 20%+) while calling it quantitative tightening is corrupt beyond comprehension. This are money taken out of people's pockets for covering the Banks and their owners' mistakes. They should start paying for their own mistakes with money out of their own pockets.
Always good to hear your thoughtful and logical analysis. What an amazing accumulation opportunity!! As traders we can still make good money 😀. Trade a small percentage of your portfolio👌 trading went smooth for me implementing Mrs Clara Greens, daily trading signals and tips. I am already growing my 2 btc to 8.5 btc from April till date.
Always good to hear your thoughtful and logical analysis. I don't care about bullish or bearish market. Trade a small percentage of your portfolio rather than going in and out every couple weeks trying to time the market trading went smooth for me as I was able to raise over 8.4 BTC when I started at 3 BTC in just few weeks implementing Donovan Howard's daily trading signals and tips..
US is sinking with high inflation 9+ and China is booming with 2.1 inflation. It's time to dump US stocks and invest in performing Chinese and Indian shares.
Reganomics, meh 🫤
THIS IS THE 100% FACT THAT ———- > WE ARE SEEING THE LAST MOMENT OF US$ + T – BONDS ——— > THERE IS MORE AND MORE DEMAND FOR GOLD COMING FROM ESP ASIA OVER THE NEXT DECADE!!!!!!!!!!!!!!!!!!!!!!!!:) < ——— US$ + T- BONDS ARE THE BIGGEST INFLATION DRIVERS ON THE EARTH MEANS LESS AND LESS USING US$ + T- BONDS PROVIDES LIGHTER AND LIGHTER INFLATION FOR THE ECONOMY AND PEOPLE!!!!!!!!!!!!!:)
AGAIN AND AGAIN OIL PRICE IN ANYWAY GOING UP THE LEVEL OF 200$ BB/LS – 240$ BB/LS BETWEEN 2023 – 2024!!!!!!!!!!!!!!!!:) WE WILL SEE 140$ BB/LS BEFORE END OF MOST LIKELY SEP AND 4TH Q!!!!!!!!!!!!!!!!!:) < ————- AGAIN AND AGAIN THIS IS ALL BECAUSE OF FINANCIAL ENGINEERING PROBLEMS ESP FROM TOOOOOOOOOOOOOOOOO MUCH BUBBLED US$ + BROKEN US T-BONDS SYSTEM!!!!!!!!!:)
AGAIN 1+ 1= 2 NOT 1- 1 = 2!!!!!!!!!!!< ———- THS IS THE REALITY OF MANIPULATED BUBBLES US$ ———- > MEANS US$ + US T-BONDS YIELDS SYSTEM HAS BEEN INSISTING ITS 1- 1 = 2!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ————– AGAIN AND AGAIN WE ARE SEEING THE END OF THE US$ + T- BONDS !!!!!!!!!!!!:)
AGAIN AND AGAIN FOR JULY CPI IT WILL BE AGAIN + 9% RANGE MEANS AGAIN BY THE END OF 2022 WE WILL SEE DOUBLE DIGIT NUMBERS INFLATION THAT ———— > IT WILL BE OVER + 10% BEFORE END OF 2022 BECAUSE OF STILL SUPER BUBBLED US$'S VALUE + SUPER BEHIND US T- BONDS YIELDS ESP 2 YR AND 10YR YIELDS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ———— WHO CARES ABOUT THE FED FUNDS RATE WHETHER THE FED HIKES ITS RATE 50BP OR 75BP AS LONG AS THE 2YR AND THE 10YR YIEDLS ARE MORE AND MORE AND MORE AND MORE FURTHER AND FURTHER AND FURTHER SUPER BEHIND CURVES BASED ON TIPS YIEDLS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ———- AGAIN IT IS ALL OF FINANCIAL ENGINEERING PROBLEMS AND AGAIN US GOVERNMENT WILL NEVER BE ABLE TO STOP EXPANDING US$ SPENDING MORE AND MORE FURTHER AND FURTHER!!!!!!!!!!!!!!!!!!!!!!!!!!:)
HOW LONG PEOPLE SAY AGAIN AND AGAIN LIKE THIS IS PEAK INFLATION THIS IS PEAK INFLATION….. < ———– DO THE MATH!!!!!!!!!!!!! THERE IS NO PEAK OF INFLATION < ———– THIS IS ALL BECAUSE OF TOOOOOOOOOOOO FROTHY US$ + TOTALLLLLLLLLLLY BROKEN US T-BONDS SYSTEM!!!!!!!!!!!!!:) < ———- WHETHER THE FED HIKES ITS FUNDS RATE AGAIN AND AGAIN IT DOES NOT MATTER THAT US GOVERNMENT CANNOT STOP EXPANDING ITS SPENDING MORE AND MORE BIGGER AND BIGGER THAN EVER BEFORE IN COMING YEARS BECAUSE OF A HUGE RECESSION —– > THE BIGGEST ECONOMIC CRISIS!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T BONDS!!!!!!!!!!!!!!:) ———- > HOWEVER STILL US T-BONDS YIELDS ESP 10YR YIELD IS EVEN BELOW 3% < —————— MORE AND MORE SUPER STAGFLATION INEVITABLY HITTING THE ECONOMY ————– > AGAIN NOW WE HAVE 9% LEVEL CPI AND IT WILL BE + 10% VERY VERY SOON BEFORE END OF 2022!!!!!!!!!!!!!!!!!!!!!:) < ————— SINCE 2020 US M2 SUPPLY HAS EXPLODED FROM 15T$ TO WOW 22T$!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! < ———– HOW CAN US ECONOMY AVOID THE SUPER STAGFLATION?!!!!!!!!!!!!!!!!!!!!!!!!!!!!!< ————- NO WAY AND THE SUPER STAGFLATION HAS BEEN SOOOOOOOOOOOOOOOO FIRMLY ENTRENCHED INTO THE ECONOMY AND INDEED AGGREGATE M2 HAS BEEN STILL EXPANDING EVEN MORE AND MORE THAN EVER BEFORE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T BONDS!!!!!!!!!!!!!!:) ————— > AGAIN AND AGAIN WE ARE SEEING THE END OF US$ + US T – BONDS YIELDS MEANS NO LONGER THOSE ARE SAFE HAVENS < ————- SUCH A GROUP OF RISKY ASSETS JUST LIKE CHINA STUFFS = US$ + US T-BONDS!!!!!!!!!!!!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T BONDS!!!!!!!!!!!!!!:) ————— > WOW!!!!!!! DO THE MATH THAT BECAUSE OF MORE AND MORE BUBBLES OF THE US$'S ABSURDLY FROTHY VALUE ——- > NOW US + CHINA + EUROPE INFLATION SPECTRUMS HAVE BEEN WIDER AND WINDER INTO ALMOST ALL OF SECTORS OF THOSE ECONOMIES MEANS NOW THE BIGGEST DRIVERS OF THE INLFATION ARE NOT ONLY ENERGY BUT ALSO ALMOST ALL OF SECTORS SUCH AS HOUSING + FOODS + ENERGY + RETAIL THINGS + RENT + CAR + EVEN IT + ALMOST ALL OF US CHINA EUROPEAN INDUSTRIES WOW!!!!!!!!!!!!!:) < ——– THIS IS THE WHAT I WAS MOST WORRIED ABOUT AND NOW AGAIN AND AGAIN TOOOOOOOOOOOOOOOOOOO LATE TO AVOID A HUGE ECONOMIC CRISIS!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T- BONDS ———– > SOOOOOOOOOOOOOOOOOOOO BROKEN US FINANCIAL SYSTEM THAT NOW S&P 500 INDEX HAS BEEN DOWN MORE THAN 23% THIS YEAR BUT ITS S&P VIX IS STILL JUST 23PT!!!!!!!!!!!!!!!!!!!!!!!!!!:) HAHAHAHAHAHAHAHAHAHAHAAHAAAHA TOTALLY BROKEN US FINANCIAL MARKET JUST LIKE MORE AND MORE BUBBLES OF US$ + T – BONDS!!!!!!!!!!!!!!!!!!!!!!!!!!:)< ———– NOW EVEN 5YR YIELD VS 30YR YIELD IS INVERTING NOW!!!!!!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T- BONDS ———– > AS I'VE SAID MANY TIMES ALREADY SINCE 3RD Q OF 2021 THAT THE IMBALANCE BETWEEN US CPI + 9.1% VS US PPI + 11.2% VS US WAGE GROWTH + 5.3% ———– > MEANS MORE AND MORE US$ + T- BONDS YIELDS BUBBLES ARE COMING TO HIT THE ECONOMY ——— > MEANS AS I'VE SAID MANY TIMES ALREADY THAT US GDP GROWTH FROM ITS MAIN GROWTH ENGINE WILL BE DOWN AND DOWN FURTHER AND FURTHER DEEPER AND DEEPER < ———– HOWEVER TO TURN ON US CONSUMPTION AGAIN THERE WILL BE MORE AND MORE BUBBLES OF US$ + T – BONDS YIELDS < ———- ULTIMATELY KILLING US ECONOMY DEEPER AND DEEPER MORE AND MORE FURTHER AND FURTHER WITH MORE AND MORE HIGHER AND HIGHER DEBT PROBLEMS FROM GETTING DOWN AND DOWN LABOR PARTICIPATION RATE = HIGHER AND HIGHER UNEMPLOYMENT RATE!!!!!!!!!! < ——— IN FACT US UNEMPLOYMENT RATE IS ALREADY BEING + 4% ( + 4. 3% – + 4.6% IN JUNE) FROM 3.6% OF MARCH, WAS THE PEAK!!!!!!!!!!!!!!!!:)
NOW MY NEW CALCULATION FOR S &P 500 THAT S&P 500 INDEX WILL BE IN THE RANGE OF 2500 – 2650 BY THE END OF 2022!!!!!!!!!!!!!!:) AGAIN AND AGIAN SELL OFF STOCKS BONDS BITCOIN US$ CHINA YUAN H.K$ EURO EVERYTHING RELATED WITH CHINA + REAL ESTATE MARKET!!!!!!!!!!!:)
AS I'VE SAID MANY TIMES BUT STOCKS MARKET IS COLLAPSING + T – BONDS MARKET GOING MORE AND MORE DISTORTED < ———- US REAL ESTATE MARKET IS NOW STARTING TO COLLAPSE MUCH FASTER THAN MARKET'S EXPECTATIONS < ———– WHETHER YOU AGREE OR NOT THERE WILL BE MORE AND MORE LEHMAN BROTHERS MOMENT COMING TO HIT THE ECONOMY < ———– THIS IS ALL BECAUSE OF ABSURDLY FROTHY US$ VALUE + TOOOOOOOOOOOO MUCH DISTORTED US T- BONDS BASED ON (-) GDP GROWTH US ECONOMY!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T- BONDS ———– > AS I'VE SAID ALREADY THAT US GDP FOR 1ST Q (-) 1.6% AND US GDP FOR 2ND Q (-) 2.0 % – 2.1% AND 3RD Q ITS GDP WILL BE (-) 0.6% – (-) 0.8% AND 4TH Q GDP WILL BE (-) 1.2% – (-) 1.4% = US GDP GROWTH FOR 2022 (-) 2.6% – (-) 2.8% +/- < ———– WHAT ABOUT EARNINGS FOR 2022? OF COURSE US COMPANIES EARNINGS WILL BE REALLY TERRIBLE THAN MARKET'S EXPECTATIONS < ———— HOWEVER US$ DEFIES ALL OF ECONOMIC PRINCIPLES LIKE AGGREGATE SUPPLY AND AGGREGATE DEMAND MORE AND MORE FURTHER AND FURTHER FROM HERE?!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T BONDS!!!!!!!!!!!!!!:) ————— > WHETHER YOU AGREE OR NOT ——– > US ECONOMY ALREADY IS ARRIVING AT A HUGE ECONOMIC CRISIS MEANS < ——– NOW NO MORE RECESSION IS MATTER < ——– AGAIN US ECONOMY IS AREADY GETTING INTO A HUGE ECONOMIC CRISIS AND IT WILL BE PERSISTED EVEN AFTER 2030YR!!!!!!!!!!!:) < ——- END OF US$ AND AGAIN WHO IS GOING TO BUY US 9T$ DEBT OF US FED?!!!!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMENT OF US$ + T BONDS!!!!!!!!!!!!!!:) ————— > INDEED THERE ARE MORE AND MORE DEMAND FOR COMMODITY ESP FOR GOLD + OIL RISING FROM ASIA AND IT'S THE GREATEST TIME TO BUY GOLD + OIL AND ESP GOLD PRICE WILLL BE GOING UP AND UP FROM MORE AND MORE DEMAND FROM ASIA FOR MANY YEARS TO COME!!!!!!!!!!!!!!!!!!!!!!!!:) MORE AND MORE PRICE DOWN MEANS MUCH AND MUCH BETTER OPPORTUNITY TO SECURE MORE AND MORE GOLD OVER A DECADE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMEMT OF US$ + T-BONDS!!!!!!!!!!!!:) ———- > AGAIN AND AGAIN NOW US ECONOMY IS STRAIGHTLY HEADING TOWARDS THE BIGGEST ECONOMIC CRISIS AS YOU CAN SEE SO CALLED MARKET EXPERT LIKE TONY LOOKS DOES NOT EVEN UNDERSTAND WHAT THE CURRENT RECESSION DYNAMICS ———- > AGAIN AND AGAIN US ECONOMY IS GETTING INTO THE BIGGEST EVER ECONOMIC CRISIS REALLY FASTER THAN MARKET'S EXPECTATIONS BECAUSE OF MORE AND MORE FINANCIAL ENGINEERING PROBLEMS ESP FROM TOOOOOOOOOOO MUCH BUBBLES OF US$ + TOOOOOOOOOOOOOOOOOOO FROTHY US T- BONDS !!!!!!!!!!!!!!!!!!!!!!!!:)
WE ARE SEEING THE LAST MOMEMT OF US$ + T-BONDS!!!!!!!!!!!!:) ——— > SO FUNNEY TO SEE THAT < ———– AS I'VE SAID MANY TIMES SINCE DEC OF 2021 THERE WILL BE A HUGE RECESSION COMING TO HIT THE US ECONOMY BEFORE END OF SEP 2022 < ——– ALMOST ALL OF SO CALLED MARKET EXPERTS SAID THAT DURING THE 1ST Q THERE WILL BE NO RECESSION BECAUSE US ECONOMY IS SOOOOOOO STRONG ——— > 2ND Q THERE WILL BE SLOWDOWN OF US ECONOMY ———- > AND THERE WILL BE RECESSION IN 2023 BUT NOT IN 2022 ——- > AND NOW THERE WILL BE RECESSION IN 2022 BUT IT WILL BE A MILD ONE??!!!!!!!!!!!!!!!:) HAHAHAHAHAHAHAHAHAHAHAHAHA SOOOOOOOOOOOO FUNNY PEOPLE!!!!!!!!:)
Federal Reserve MUST deploy the hypersonic nuclear drone bombers to enforce maximum taxation of USA state property objects immediately!!!
Bonds are priced as if the Fed will return inflation to 2% in a few years with mildly negative short term real interest rates over that interval. Can anyone point to any similar occurance in economic history?
Can you make a video explaining how beginners can make huge profit within a short period of time? I mean i was at a seminar and the host spoke about making well over $880,000 within 4months of investing $150,000 i just need to know how
better hike 150 basis point