Inflation: The Genie Has Never Been Further From The Bottle!

The saying "don't let the inflation genie out of the bottle didn't evolve for no reason. The Federal Reserve has never waited so long to fight inflation, nor perused a more inflationary monetary policy before picking the fight. As a result the genie has never been further from the bottle!

Fed Talk: "Balance Sheet Reduction Will Be Rapid"

Brainard's assertion that Federal Reserve’s balance sheet reduction will be rapid rests on her false assumption that the U.S. economy remains strong throughout the process. If the Federal Reserve follows through with this threat bonds will crash, taking the stock market and the economy down with it!

The Need To Move Reserve Assets From US Dollars To Gold

Traders selling gold on the prospect of a resolution to the Russian-Ukrainian war don't understand why buyers are accumulating. It's not about the war. It's about inflation. But sanctions, even if lifted, have highlighted the need to move reserve assets from dollars to gold.