Economist’s “News and Views” Thursday 1-30-2025

0
42

Gold To Surge Past $3k on This Market Move, Stock Market on Verge of ‘Topping Out’ | Chris Vermeulen

Kitco News:  1-29-2025

The Federal Reserve just held interest rates steady, but US central bank Chair Jerome Powell removed key language about inflation progress, sending stocks tumbling and Treasury yields surging past 4.5%.

 With traders now pushing back rate cut expectations to July, is Powell ignoring warning signs of slowing growth? Meanwhile, Trump is turning up the heat, demanding immediate rate cuts and claiming he knows interest rates better than Powell.

If the Fed holds firm, could the White House start targeting the central bank? At the same time, gold is nearing $3,000, but a liquidity crunch is draining UK vaults as bullion shifts to New York.

Are traders bracing for potential Trump tariffs on gold, or is something bigger at play? Chris Vermeulen, Founder & CIO of The Technical Traders, joins Kitco News to break down these major market moves, the risks ahead, and where the best trades are right now. Key Topics:

Powell removes inflation language – Is the Fed shifting course?

Trump vs. Powell: Political pressure or market necessity?

Stock market topping out – What signals traders should watch

Gold’s liquidity crunch – Is something bigger happening?

Silver’s lagging behind – A buying opportunity or a red flag?

Best trades now – Stocks, gold, or cash?

00:00 Introduction

 01:49 Fed’s Strategy and Market Impact

03:31 Trump’s Influence on Interest Rates

06:32 AI Sector Analysis

 14:15 Gold and Silver Market Trends

24:21 Best Trades and Investment Strategies

 29:47 Conclusion

https://www.youtube-nocookie.com/embed/SMK84sj2SFA?feature=oembed&enablejsapi=1

NEGATIVE RATES ARE COMING. AND THAT MEANS MASSIVE CURRENCY PURCHASING POWER DESTRUCTION.

Greg Mannarino:  1-30-2025

https://www.youtube-nocookie.com/embed/Igli2312ckc?feature=oembed&enablejsapi=1

How Rising Bond Yields Impact Stocks and Real Estate

Heresy Financial:  1-29-2025

TIMECODES

 00:00 Why treasury yields haven’t been this high since 2007

01:08 Stocks that win and lose when rates rise

03:20 The next long-term cycle of inflationary deleveraging

05:21 Office and multifamily crash in commercial real estate

06:32 Homebuyer sentiment and single-family strength

07:51 Real estate’s mixed outlook sector by sector

 09:44 Building a future-ready portfolio with a long-term strategy

https://www.youtube-nocookie.com/embed/6jcDnWrhed4?feature=oembed&enablejsapi=1