Chris and Cory discuss this morning’s U.S. employment data which was not especially noteworthy. It will continue to be market stresses and demands that move the Fed.
Download audio file ()
We are starting to hear from select central bank members that they think that lower interest rates are not the answer to economic problems. This brings up the question of if we will actually start to see some change to the lower for longer policy that has been in place for decades in some countries. Chris Temple joins me for his thoughts on the matter.
Click here to visit Chris’s site and learn more about his investment newsletter.
Chris Temple, Founder of The National Investor joins me to share his thoughts on the ISM data out this morning and why he does not think we are going to see any actual improvement on the trade front. This all ties into a more pessimistic outlook for US markets and further pushes the Fed into a no win situation.
When we look abck at the last bull market for gold we have to go back 10 years. Comparing that time to now there are some similarities and one major factor with central banks. John Rubino, Founder of the Dollar Collapse website shares his thoughts on the similarities. I stick to the fact that the Fed is now cutting rates and will be doing so for the foreseeable future.
It was a crazy Friday for markets! After a slow week all eyes were on Jerome Powell and his speech at Jackson Hole. However China and Trump stole the day with tariffs and tweets. This caused equity markets and the Dollar to crash as gold and treasuries were bought throughout the day.
On this weekend’s show we touch on all the market moves and make like of what it all means for the long term. Take note of the special offer in segment 4 to get a free pair of tickets to the Schachter Energy Conference that I will be attending this year.
As always email me at Fleck@kereport.com with companies you like topics you want me to cover.
Exclusive Company Interviews This Week
Chris Temple wraps up today with his thoughts on the weakness today in risk on assets. This continues our ongoing discussions today about weakness in the US and the inversion of the yield curve. Investors are worried and rightfully so.
Click here to visit Chris’s site and take advantage of his special for new and current subscribers.
Chris Temple, Founder of The National Investor joins me for some comments on a looming yield curve inversion in the US and how the general Fed’s policy will play out for markets. Even with the delay of some tariffs announced this morning the yield curve and Fed policy remain the major long-term drivers that investors need to take note of.
Dana Lyons, Fund Manager has stated in the past that he was taking a buy the dip mentality for the US markets and gold. As we discuss today that is changing a bit and he is looking to be more defensive for in his portfolio management. Also Dana has some very interesting comments on why he thinks it is not just the Fed and trade wars leading to the uneasiness in the markets.
Click here to visit Dana’s free blog.
Also click here for his subscriber site where you get more specific trading advice.
Click here to follow Dana on Twitter.
This week was full of news events that drove markets. The Fed started us off on Wednesday with a rate cut but not the promise of future rate cuts. Trump quickly followed with more China tariffs that turned a markets in the opposite direction.
There’s a lot of information in this weekend’s show that considers the markets and politics around the world. Even though the guests I feature this week are both generalists they both have some very interesting comments on the gold market.
I was also at the Sprott conference for most of the week. I will have a few company interviews coming out next week but in this weekends show we do get an update from Great Bear Resources.
Please keep in touch by emailing me at Fleck@kereport.com. I love hearing form all of you and thank you to everyone who stopped to chat the Sprott show!
Exclusive Company Updates This Week
John Rubino, Founder of the Dollar Collapse website joins me to recap the major news events of the week. We start with the Fed statement but more importantly the market reaction. Then Trump’s tweet which swung some of the markets in the opposite direction. A lot to take in but overall central banks are leading us down a single road, let’s see where it all leads us…