Here is the source of the vibecesson
We have outright deflation in rent, gas, eggs and milk vs last year but blue collar workers are expecting the squeeze to continue… inflation expectations are near 7%! They aren’t thinking about 12m changes and saying problem solved. They… pic.twitter.com/i38oCwNB6P
— The Long View (@HayekAndKeynes) January 28, 2026
Nothing to see here, move along now.
Bloomberg Commodities BCOM
Gold 16%
Oil 15%
Nat Gas 9%
Copper 5%
Silver 5% pic.twitter.com/GKGqHI5pdm— Lawrence McDonald (@Convertbond) January 28, 2026
Is this the midterm strategy? LOL https://t.co/HPW9tHLMBe
— Don Johnson (@DonMiami3) January 27, 2026
BONDS NO LONGER A SAFE HEDGE, SAYS BLACKROCK
BlackRock says bonds no longer offer reliable portfolio protection amid rising volatility. Spikes in long-term yields are fueling debt concerns, driven largely by U.S. tariff risks, with impacts strongest in Japan. The firm remains…
— *Walter Bloomberg (@DeItaone) January 28, 2026
This year will be tough.
The dollar collapse is happening right now. Thanks to you. pic.twitter.com/7nT51v5e0k— Bassem Youssef Commentary (@bassem_youssef9) January 28, 2026
The 2 year yield is telling Jerome Powell to immediately halt rate cuts.🚨
The FOMC rate decision is tomorrow, January 28th
How will Trump react? https://t.co/HhDG5qoKdz pic.twitter.com/rWbPOxYUGh— Financelot (@FinanceLancelot) January 27, 2026
The more the dollar falls, the more difficult it will be to cut rates…but Trump will still push for a dovish Fed Chairhttps://t.co/qubn0nPkoW
— Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) January 28, 2026
IMF prepares for global run on US dollar
The EU should issue more common debt to provide investors with an alternative safe asset to gold and US Treasuries, the Fund’s managing director said
The International Monetary Fund is preparing for the possibility of a rapid sell-off of US dollar-denominated assets, its managing director, Kristalina Georgieva, said on Monday.
“At the Fund, one muscle that we are building is our ability to hypothetically present scenarios of unthinkable events and then figure out what to do,” Georgieva said at an event hosted by Bruegel, a Brussels-based think-tank.
Asked whether the scenarios include a potential run on dollar assets, Georgieva said the Fund runs “all kinds of scenarios” and that it was examining the issue as part of its ongoing analysis.
Her comments come as Donald Trump’s sweeping tariffs and attacks on the Federal Reserve’s independence and the rule of law have sparked deep investor unease about the status of the dollar, which has dominated global finance since the end of the Second World War.
The greenback’s value has fallen more than 9% against a basket of other currencies since Trump’s return to the White House in January 2025. The dollar’s decline against the euro has been even steeper, at just under 12%.
Fears about the greenback’s continued status as a ‘safe haven’ have also caused investors to pile into gold, with the price of bullion reaching a record high of $5,100 per troy ounce on Monday.