Independent thinking for complex markets and current events
The Bank for International Settlements just dropped its annual report, and it reads like a warning label. The global economy is entering what they call a pivotal moment. Not a soft patch. Not a cycle. A structural shift. The kind that doesn’t reverse with a rate cut or a stimulus bill. Agustín Carstens, the outgoing …
Indeed, that's a key point. Additionally, the coming commodity super cycle is going to be driven by the supply crunch of essential commodities such as copper and silver. Contributing to their growing scarcity… pic.twitter.com/Kc06kclh6G — Phoenix Capital (@PhoenixCapitalH) December 23, 2023 Equities are expensive. Commodities are generationally cheap Do with this as you wish. pic.twitter.com/SpHmqL6eKk …
People assume the Federal Reserve will cuts rates well before a market crash like they've done for the past 40 years However, during the last major inflationary cycle of the 1960s & 70s the Federal Reserve was slow to act, only cutting rates when market crashes were almost over https://t.co/ZI6BH3GOSO pic.twitter.com/2MFZAb4Lgk — Financelot (@FinanceLancelot) July …