- Messages
- 17,841
- Reaction score
- 10,804
- Points
- 288
What 'position' would be the safety net?
2025 Lunatic Fringe - Market and Trade Chat
- Thread starter pmbug
- Start date
Welcome to the Precious Metals Bug Forums
Welcome to the PMBug forums - a watering hole for folks interested in gold, silver, precious metals, sound money, investing, market and economic news, central bank monetary policies, politics and more.
Why not register an account and join the discussions? When you register an account and log in, you may enjoy additional benefits including no Google ads, market data/charts, access to trade/barter with the community and much more. Registering an account is free - you have nothing to lose!
JPY 10 year accelerating today to 1.74%.
- Messages
- 17,841
- Reaction score
- 10,804
- Points
- 288
I'm getting stimulated... how about you??
Current situation:
1. The US is preparing $2,000 stimulus checks
2. Japan is preparing a $110 billion stimulus package
3. China has approved a $1.4 trillion stimulus package
4. The Fed is officially ending QT on December 1st
5. The US is issuing~$1.9 trillion in treasures per year
6. Canada is restarting its Quantitative Easing program
7. Global M2 money supply is at a record $137 trillion
8. Global rate cuts are at 320+ over the last 24 months
In what world is another wave of inflation not on its way?
Current situation:
1. The US is preparing $2,000 stimulus checks
2. Japan is preparing a $110 billion stimulus package
3. China has approved a $1.4 trillion stimulus package
4. The Fed is officially ending QT on December 1st
5. The US is issuing~$1.9 trillion in treasures per year
6. Canada is restarting its Quantitative Easing program
7. Global M2 money supply is at a record $137 trillion
8. Global rate cuts are at 320+ over the last 24 months
In what world is another wave of inflation not on its way?
Last edited:
- Messages
- 17,841
- Reaction score
- 10,804
- Points
- 288
US executives and US consumers have polar opposite views on inflation:
Mentions of "inflation" during S&P 500 earnings calls dropped to 4,300 this quarter, the lowest since Q4 2020.
The number of mentions has fallen -32,700, or -88%, over the last 3 years.
By comparison, during the first quarter of the year, there were 11,700 mentions.
This is sharply different from consumer expectations, which see inflation rising 4.7% over the next 12 months.
Households expect a 3.2% inflation increase over the next year, according to the New York Fed survey.
Corporate America has moved on from inflation, while Main Street remains concerned.
In a world where the debt starts collapsing too fast for any printing to take effect.
Unironically the Nasdaq chart looks exactly like Bitcoin today. They keep pumping in support at specific levels.