The Dollar’s Decline Is Only Just Getting Started – Ep. 250
Summary: The dollar's decline really started with the Fed's too-little-too late rate hikes. The rally of 2014 - 2015 was fueled by expectations of more aggressive Fed monetary policy that did not ma...
23 Touko 201734min
Will Republicans Dump Trump for Pence? – Ep. 249
Summary: Republicans face chaos around Trump's political difficulties, causing some to consider potential advantages of a President Pence. Market volatility has not yet brought the DJIA below pre-Tru...
18 Touko 201729min
Fed And Markets Excuse Retail Bloodbath – Ep. 248
Summary: The retail sector is in worse shape today than it was in 2008 during and immediately following the financial crisis. Retailing has been responsible for 10% of the jobs gained during this so-c...
13 Touko 201724min
Fantasy Trumps Reality – Ep. 247
Summary: Trump fantasy persists in the face of weakening economic data, health care and tax reform uncertainty. The reality is that the damage done to the economy will not right itself just because Tr...
11 Touko 201742min
Fed Dismisses Weak Data to Posture for Another Rate Hike
SchiffReport recorded Saturday, May 6 * On Wednesday of this week, the Federal Reserve against a rate hike in May * But based on their official statement, the market assigned a much higher probab...
7 Touko 201735min
Fed Forecasts – Propaganda or Incompetence? – Ep. 246
Summary: Last quarter the Atlanta Fed's Q1 GDP forecast was 3.4% in February. The most recent number was actually .7%. After all the negative economic data that came out today suggesting that Q1 co...
2 Touko 201733min
U.S. GDP Cools As Eurozone Inflation Heats Up – Ep. 245:
Summary: The Europeans released their inflation numbers today. Year over year, inflation in the Eurozone are increasing at an average of 1.9%, which is Mario Draghi's objective. This is a 4-year hig...
29 Huhti 201738min
Trump Tax Cuts To Starve The Beast – Ep. 244
Summary: President Trump actually delivered on his promise of the largest tax cut in American history, and he delivered it on time. Trump may have presented a plan with built-in bargaining positions,...
27 Huhti 201734min
