Here are some of the recent highlights of important global leaders flying around the world to have significant meetings, which all seem to suggest that something large is potentially brewing in the changing face of the global monetary order: Putin meets...

*YELLEN: CONCERNED ABOUT ‘WHERE WE’RE GOING’ WITH US DEFICIT *YELLEN: US NEEDS ‘SIGNIFICANT STEPS’ TO REDUCE BUDGET DEFICIT Ya think Janet? Cmon. Enough with the gaslighting. pic.twitter.com/tFt0G1KSpO — Craig Shapiro...

View the 1 images of this gallery on the original article Source: Bloomberg Chart of the Day – Grams of Gold in 1 barrel of Oil. We have now pushed lower through the 1g of gold for 1bbl of oil level, which is pretty rare by historical standards....

I think one of the major reasons why the Fed has found itself in a box here where both raising rates and cutting rates may make it more difficult to achieve their dual mandate is because of the way they have dealt with the reduction of their balance sheet...

With US debt to GDP above 120%, deficits running 7% of GDP, US NIIP at -70%, the US government sanctioning “enemies” out of their desire to buy and add to their UST holdings, and the Fed on the sidelines with QT, the US government needs...

Core PCE comes in at 0.249% m om, basically spot in line with expectations which isn’t surprising given most economists have nearly all the data ahead of time with the CPI and PPI releases. This doesn’t really change much about the trajectory...

As many of you know, I trade my own capital for a living after a 20 year career managing money on Wall Street for some very large, well-known hedge funds. I am tired of managing money for others and dealing with risk managers and investors. I’d...

The Fed thought they achieved the immaculate disinflation / “Golden Path” last fall and figured they could pivot policy in a more dovish direction and never deliver the last intended rate hike that a substantial majority of Fed members...

https://www.newsweek.com/china-moves-away-us-dollar-hit-new-milestone-1901901 Craig Shapiro, a macro adviser to LaDuc Trading, identified three primary reasons for this trend. “The handling of Russian reserves by the U.S. and other G7...

I put together a post two months ago which walked through my thoughts about how we could see a top in equity markets. You can see it here from March 13th, 2024: How Does the SPX/NQ Bubble Pop? I would say many of the concepts I thought about two months...