🚨 “The long-term path for interest rates is higher, not lower.” — Stephanie Pomboy steph pomboy In this latest discussion, Stephanie Pomboy joins Craig Hemke to break down why deglobalization could reshape inflation, interest rates, and the broader financial system in the years ahead. TF Metals Report 🔑 Key... takeaways: 🔹 Deglobalization may reverse decades of lower inflation and lower rates 🔹 The long-term trend for interest rates could continue moving higher 🔹 Inflation pressures may remain more persistent than many expect 🔹 Funding U.S. deficits may become harder as global trade slows 🔹 Structural shifts in the economy could support long-term demand for hard assets 🎥 Watch the full conversation on YouTube – #Gold #Silver #Inflation #PreciousMetals #SprottMoneyshow more

@spomboy They aren’t going to increase interest rates … the US Debt is too high.

@spomboy Obviously true, in part because the debasement of the dollar’s purchasing power is a byproduct of the increased money supply. Both current account and long term debt increases make lending to the $ more difficult.

@spomboy If the probability of that view increases, when do asset values re-set to reflect it? Slow meltdown or “step down”? It would suggest resi-housing is overvalued by ~30%, CRE, generally, by another ~20%, not including normalization of the spread between base rates and cap rates.

@spomboy I don't see how interest rates can go higher. Private Credit blowing up, gov deficit $40 trillion, consumers 90% tapped out.

@spomboy Nope

@spomboy This uses the fake inflation numbers and Cpi based on fed reserve people going shopping. Gold is plummeting. All these ideas have no basis in reality Try --->@truflation <-----

@spomboy The Logical Song