Gold Just Issued a Warning the Fed Can’t Ignore

Gold Just Issued a Warning the Fed Can’t Ignore

Gold just broke above $5,100 — and almost no one is talking about it.

While politicians argue over tariffs, the real story is accelerating stagflation. GDP growth collapsed from 4.4% to 1.4%. Core PCE inflation is rising again. The Fed is openly debating rate cuts while inflation runs 50% above target.

This is not a soft landing.

Deficits are exploding. Tariff revenue is disappearing. The national debt is surging. The bond market is weakening. And the Federal Reserve is trapped between a weakening economy and rising inflation.

That trap has only one historical resolution: monetary expansion.

Gold is moving because the market understands what policymakers won’t admit. The dollar’s purchasing power is deteriorating. Sovereign debt risk is rising. Global capital is repositioning.

This is not about daily volatility. It’s about systemic imbalance.

When growth weakens and inflation accelerates at the same time, the outcome isn’t recovery — it’s currency stress.

Gold is signaling the next phase.



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Episoder(1115)

Fed Might Begin Thinking About Raising Rates at Some Point –  Ep. 56

Fed Might Begin Thinking About Raising Rates at Some Point – Ep. 56

* Janet Yellen's prepared remarks were the most dovish yet * If economy is improving, why do we still need "a high degree of accommodation?" * There is still room for "substantial improvement in the...

26 Feb 201530min

Hollywood Hypocrisy and Gender Pay Gap Fiction – Ep. 55

Hollywood Hypocrisy and Gender Pay Gap Fiction – Ep. 55

* Patricia Arquette claims that there is a still an unfair gender wage gap in the labor market * If that were true, all employers - male and female - would hire women first, because they are more cos...

24 Feb 201529min

Fed’s Open Mouth Operations Having Complications – Ep. 54

Fed’s Open Mouth Operations Having Complications – Ep. 54

* Two days of bad economic news this shortened week * The Fed still says the economy is recovering * Recent FOMC minutes maintains pretense they can raise interest rates * FOMC members are worried ...

19 Feb 201520min

Investor Confidence Sends Stock Indexes to New Highs – Ep. 53

Investor Confidence Sends Stock Indexes to New Highs – Ep. 53

* Friday 13th was not unlucky for Wall Street * S&P 500 traded to an all-time record high * The Dow closed above 18,000 * NASDAQ at almost a 15-year high * Despite overall trend of weak corporate ...

14 Feb 201521min

I’m Living in an Economic Twilight Zone – Ep. 52

I’m Living in an Economic Twilight Zone – Ep. 52

* China announces a record trade surplus * Media reports surplus as bad news for China * Because of the strength of the Yuan, Chinese can buy more imports for less * Chinese consumers purchasing mo...

10 Feb 201527min

Despite Slowing Economy, Job Growth Speeds Up – Ep. 51

Despite Slowing Economy, Job Growth Speeds Up – Ep. 51

* Monthly non-farm employment number beat expectations * Upward revisions to prior months * Average hourly earnings number jumped by .5 * Immediate reaction in the market was swift * Dollar up; go...

7 Feb 201519min

Are Forex Markets Finally Acknowledging the Slowing U.S. Economy?

Are Forex Markets Finally Acknowledging the Slowing U.S. Economy?

* Volatile day in the markets * Largest decline in Personal Spending since September 2009 * Wages and Salaries gain slowest in 7 months * December ISM Manufacturing Index down to 53.5 * December E...

4 Feb 201530min

A Dove in Hawk’s Clothing – Ep. 49

A Dove in Hawk’s Clothing – Ep. 49

* Fed's official statement released yesterday * Received by the market as hawkish, Fed is still reiterates "patience" * The statement noted unguarded optimism about the U.S. Economy * Fed ignored u...

29 Jan 201517min

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