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Will inflation ever stop? What causes inflation? Is it possible to have No More Inflation? See more at - A global documentary film featuring: Graham Hancock | Robert W Malone, MD | Tuur Demeester | Alex Gladstein 🌋 ⚡ | BTC Sessions 😎 Uncle Rockstar Developer + 38 more. #Bitcoin

Shooter 🪶🐍

9,465 subscribers

158,683 次观看 • 1 年前 •via X (Twitter)

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11 条评论

Uncle Rockstar Developer 的头像

Uncle Rockstar Developer1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions I love that I am coming in the trailer after @Erikcason, can't wait for release. h/t @ZapriteApp @john_zaprite @parkeralewis for seamless checkout

Shooter 的头像

Shooter1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @Erikcason @ZapriteApp @john_zaprite @parkeralewis @ZapriteApp is super awesome

Bodhi☯️🐉LNhance 🟩 的头像

Bodhi☯️🐉LNhance 🟩1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @r0ckstardev Bitcoin solves buckminster fuller's world game and will use it's game theory to incentivize humans to convert from weaponry to livingry, from self destructive habits to constructive!

Shooter 的头像

Shooter1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @r0ckstardev I have to do some more Buckminster reading.

SK ⚡️ 的头像

SK ⚡️1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @r0ckstardev Ordered! Also recommend that people check out Guy Swann’s latest take on inflation: Inflation Does One Thing

Shooter 的头像

Shooter1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @r0ckstardev 🙌

MacedonianBTC 🇲🇰 的头像

MacedonianBTC 🇲🇰1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @r0ckstardev Bitcoin solves this.

Shooter 的头像

Shooter1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @r0ckstardev 🎯

^starfury_ 的头像

^starfury_1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @r0ckstardev

David 的头像

David1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @r0ckstardev

Shooter 的头像

Shooter1 年前

@Graham__Hancock @RWMaloneMD @TuurDemeester @gladstein @BTCsessions @r0ckstardev 🥳

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Welcome Back to the Bitcoinverse! ⚡ The World's First Cartoon to teach kids about Bitcoin, Inflation, and CBDCs! (FULL EPISODE) A special thanks to Swan for helping bring this episode to life! Featuring BTC Sessions 😎 Saifedean Ammous Natalie Brunell ⚡️ Robert ₿reedlove Stacy Herbert 🇸🇻🚀 Max Keiser SHAmory 🎲📖 BJDichter - HonkingForFreedom.com Nayib Bukele Lina Seiche Peter McCormack 🏴‍☠️🇬🇧🇮🇪 and more!

Welcome Back to the Bitcoinverse! ⚡ The World's First Cartoon to teach kids about Bitcoin, Inflation, and CBDCs! (FULL EPISODE) A special thanks to Swan for helping bring this episode to life! Featuring BTC Sessions 😎 Saifedean Ammous Natalie Brunell ⚡️ Robert ₿reedlove Stacy Herbert 🇸🇻🚀 Max Keiser SHAmory 🎲📖 BJDichter - HonkingForFreedom.com Nayib Bukele Lina Seiche Peter McCormack 🏴‍☠️🇬🇧🇮🇪 and more!

Tuttle Twins TV

91,950 次观看 • 1 年前

"The notion that there's this lever the Federal Reserve has, they raise rates to cut inflation, empirically that's just not true" Dave on why raising rates doesn't fix inflation when it's driven by government spending "It's very important to understand the mechanism rates have toward controlling inflation. It's to stop inflationary expectations, to stop labor unions from demanding more, or to bring down aggregate demand if it's demand led inflation. But if inflation is happening because we're printing money, because of the government deficit and crowding out effects, and because of oil shocks, it doesn't do anything" "Moreover, inflation will actually increase the deficit by causing the US to have to pay more. They're borrowing on the short end these days, so rates directly impact what we're spending. It has potentially the opposite effect" "So the notion that there's this lever the Federal Reserve has, they raise rates to cut inflation, empirically that's just not true"

"The notion that there's this lever the Federal Reserve has, they raise rates to cut inflation, empirically that's just not true" Dave on why raising rates doesn't fix inflation when it's driven by government spending "It's very important to understand the mechanism rates have toward controlling inflation. It's to stop inflationary expectations, to stop labor unions from demanding more, or to bring down aggregate demand if it's demand led inflation. But if inflation is happening because we're printing money, because of the government deficit and crowding out effects, and because of oil shocks, it doesn't do anything" "Moreover, inflation will actually increase the deficit by causing the US to have to pay more. They're borrowing on the short end these days, so rates directly impact what we're spending. It has potentially the opposite effect" "So the notion that there's this lever the Federal Reserve has, they raise rates to cut inflation, empirically that's just not true"

The Wolf Of All Streets

33,289 次观看 • 1 个月前

ELON: THE FEDERAL GOVERNMENT IS SPENDING AMERICA INTO BANKRUPTCY “The federal government is spending America into bankruptcy, which is crazy. That's really what leads to inflation, when the government spends more than it brings in, that's what causes inflation. It's just a pernicious tax. We have to radically reduce the amount of government spending so that we don't rack up a debt that is impossible to repay and drive the country to bankruptcy.” Source: Folsom, October 17, 2024

ELON: THE FEDERAL GOVERNMENT IS SPENDING AMERICA INTO BANKRUPTCY “The federal government is spending America into bankruptcy, which is crazy. That's really what leads to inflation, when the government spends more than it brings in, that's what causes inflation. It's just a pernicious tax. We have to radically reduce the amount of government spending so that we don't rack up a debt that is impossible to repay and drive the country to bankruptcy.” Source: Folsom, October 17, 2024

Mario Nawfal

83,065 次观看 • 1 年前

Federal Reserve Chair Jerome Powell: “In the meantime, we have to keep rates high to get inflation all the way down… So what it will take is confidence that inflation is coming down. Now, I would say, without tariffs, that confidence would be building… I think we have to learn a little more about tariffs. I don’t know the right way for us to react will be.”

Federal Reserve Chair Jerome Powell: “In the meantime, we have to keep rates high to get inflation all the way down… So what it will take is confidence that inflation is coming down. Now, I would say, without tariffs, that confidence would be building… I think we have to learn a little more about tariffs. I don’t know the right way for us to react will be.”

RedWave Press

1,292,336 次观看 • 1 年前

7. Looking forward, inflation is the real determination of how things will go and what the Fed can due to attempt at lowering mortgage rate For now we have to wait and see If you enjoyed this thread give it a share and follow for more market and hedge fund updates 🤝

7. Looking forward, inflation is the real determination of how things will go and what the Fed can due to attempt at lowering mortgage rate For now we have to wait and see If you enjoyed this thread give it a share and follow for more market and hedge fund updates 🤝

Michael Burry Stock Tracker ♟

74,250 次观看 • 1 年前

Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the consequences of this institutional drift [QE] is the inflation that we've witnessed over the course of the last five years .. 52% of our fellow Americans own no financial assets. .. They're living off their W-2 income and this surge in prices have destroyed them. It's the most regressive tax any government could ever come up with. Imagine if we had a central bank that had been deadly focused on that. I think we wouldn't have taken a divided country and made it more divided. When we have a big balance sheet, we're asking for the inflation that came." "My recommendation is a smaller balance sheet. Takes the Fed back to a more manageable size, more serious job." "I would say it is trillions larger than it needs to be."

Kevin Warsh on what he's going to the Federal Reserve's $6 trillion+ balance sheet. He's going to slash it. QE to QT. Bad news for trading sardine speculative assets like Bitcoin. QE has led to wealth inequality and the great inflation: "One of the consequences of this institutional drift [QE] is the inflation that we've witnessed over the course of the last five years .. 52% of our fellow Americans own no financial assets. .. They're living off their W-2 income and this surge in prices have destroyed them. It's the most regressive tax any government could ever come up with. Imagine if we had a central bank that had been deadly focused on that. I think we wouldn't have taken a divided country and made it more divided. When we have a big balance sheet, we're asking for the inflation that came." "My recommendation is a smaller balance sheet. Takes the Fed back to a more manageable size, more serious job." "I would say it is trillions larger than it needs to be."

tae kim

147,326 次观看 • 7 个月前

I hadn’t planned to share this conversation, but it’s just too good to keep private. Jeff Booth ⚡️ gave me a brilliant, private Masterclass on inflation, deflation, and the problem Bitcoin solves. It completely transformed the way I think about these concepts, and I know it will do the same for you. This is a must-watch — one you’ll want to bookmark and share with friends. Timecodes: 00:00 I'm writing a book 1:54 Producitivity growth drives deflation 3:42 Explaining inflation 10:07 Natural state of free market is deflation 13:23 Why do some prices go up? 15:53 Why do prices drop? 18:26 History of inflation 28:45 Business cycles explained 32:54 Inflation is a lie 35:58 Examining inflation 38:48 Home prices and affordability 45:59 Bringing people out of poverty 46:39 Attacking the wealthy 52:31 US Dollar value 56:09 Inflation is wage deflation 58:22 Why don't companies pay more? 1:00:51 Quality of goods and services 1:03:41 Bitcoin as money 1:07:36 Does centralization mean confiscation? 1:09:04 Bitcoin and the US debt 1:09:49 Strategic Bitcoin Reserve

I hadn’t planned to share this conversation, but it’s just too good to keep private. Jeff Booth ⚡️ gave me a brilliant, private Masterclass on inflation, deflation, and the problem Bitcoin solves. It completely transformed the way I think about these concepts, and I know it will do the same for you. This is a must-watch — one you’ll want to bookmark and share with friends. Timecodes: 00:00 I'm writing a book 1:54 Producitivity growth drives deflation 3:42 Explaining inflation 10:07 Natural state of free market is deflation 13:23 Why do some prices go up? 15:53 Why do prices drop? 18:26 History of inflation 28:45 Business cycles explained 32:54 Inflation is a lie 35:58 Examining inflation 38:48 Home prices and affordability 45:59 Bringing people out of poverty 46:39 Attacking the wealthy 52:31 US Dollar value 56:09 Inflation is wage deflation 58:22 Why don't companies pay more? 1:00:51 Quality of goods and services 1:03:41 Bitcoin as money 1:07:36 Does centralization mean confiscation? 1:09:04 Bitcoin and the US debt 1:09:49 Strategic Bitcoin Reserve

Natalie Brunell ⚡️

500,923 次观看 • 1 年前

🚨ECONOMIC RED ALERT: Warren Buffett Warns That The US Dollar Is At Risk Of Collapsing Due To Runaway Inflation & National Bankruptcy, "I've Always Hoped That The US Never Does It, But We're Not Immune From It Happening!" Renowned Economist & Precious Metals Expert Kirk Elliott Joins Alex Jones To Break Down What Losing World Reserve Currency Status Would Look Like For The US Dollar & How To Navigate The Markets During This Period Of Runaway Inflation! "What A Weak Dollar In War Time Tells Us Is There Is More Money Printing Then We Can Possibly Imagine! Inflation Is Out Of Control!" THIS IS A MUST-WATCH/SHARE FULL INTERVIEW! KEPM 🔴WATCH/SHARE THE LIVE X STREAM NOW:

🚨ECONOMIC RED ALERT: Warren Buffett Warns That The US Dollar Is At Risk Of Collapsing Due To Runaway Inflation & National Bankruptcy, "I've Always Hoped That The US Never Does It, But We're Not Immune From It Happening!" Renowned Economist & Precious Metals Expert Kirk Elliott Joins Alex Jones To Break Down What Losing World Reserve Currency Status Would Look Like For The US Dollar & How To Navigate The Markets During This Period Of Runaway Inflation! "What A Weak Dollar In War Time Tells Us Is There Is More Money Printing Then We Can Possibly Imagine! Inflation Is Out Of Control!" THIS IS A MUST-WATCH/SHARE FULL INTERVIEW! KEPM 🔴WATCH/SHARE THE LIVE X STREAM NOW:

Alex Jones

303,939 次观看 • 4 个月前

🚨 WARNING: A BIG STORM IS COMING Fed just released new macro data and it’s WORSE than expected. If you currently hold assets, you’re not going to like what comes next: A global market crash is approaching, yet most people don’t even realize what’s happening. A systemic inflation issue is quietly forming beneath the surface, and almost no one is positioned for it. The Fed has no good options left: - Headline PCE inflation jumped to 4.1%. - Core PCE inflation remains at 3.4%. Fed’s inflation target is just 2%. - Manufacturing PMI came in at 53.3. - New Orders jumped to 56.0. - Services employment returned to expansion at 51.2. This is not bullish growth. This is the economy remaining strong while inflation continues to accelerate, giving the Fed no reason to cut rates. When inflation is running at more than double the Fed’s target while manufacturing and employment continue expanding, it tells you monetary policy is still not restrictive enough. That only happens before rates move higher. Now add the bigger problem most people are ignoring. U.S. national debt is at an all-time high. Over $39.84 trillion and rising faster than GDP. Interest expense alone is exploding, becoming one of the largest line items in the federal budget. The U.S. is issuing more debt just to service existing debt. That’s the definition of a debt spiral. The Fed becomes trapped between raising rates and allowing inflation to accelerate. This is why the latest inflation data matters so much right now: - You cannot sustain record debt levels when interest rates move higher. - You cannot run trillion-dollar deficits when inflation is more than double the Fed’s target. And you cannot keep pretending this is normal. That doesn’t happen in healthy systems. We’ve seen this exact setup before: → 2000 before the dot-com collapse. → 2008 before the global financial crisis. → 2020 before the repo market seized. The Fed is cornered. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 WARNING: A BIG STORM IS COMING Fed just released new macro data and it’s WORSE than expected. If you currently hold assets, you’re not going to like what comes next: A global market crash is approaching, yet most people don’t even realize what’s happening. A systemic inflation issue is quietly forming beneath the surface, and almost no one is positioned for it. The Fed has no good options left: - Headline PCE inflation jumped to 4.1%. - Core PCE inflation remains at 3.4%. Fed’s inflation target is just 2%. - Manufacturing PMI came in at 53.3. - New Orders jumped to 56.0. - Services employment returned to expansion at 51.2. This is not bullish growth. This is the economy remaining strong while inflation continues to accelerate, giving the Fed no reason to cut rates. When inflation is running at more than double the Fed’s target while manufacturing and employment continue expanding, it tells you monetary policy is still not restrictive enough. That only happens before rates move higher. Now add the bigger problem most people are ignoring. U.S. national debt is at an all-time high. Over $39.84 trillion and rising faster than GDP. Interest expense alone is exploding, becoming one of the largest line items in the federal budget. The U.S. is issuing more debt just to service existing debt. That’s the definition of a debt spiral. The Fed becomes trapped between raising rates and allowing inflation to accelerate. This is why the latest inflation data matters so much right now: - You cannot sustain record debt levels when interest rates move higher. - You cannot run trillion-dollar deficits when inflation is more than double the Fed’s target. And you cannot keep pretending this is normal. That doesn’t happen in healthy systems. We’ve seen this exact setup before: → 2000 before the dot-com collapse. → 2008 before the global financial crisis. → 2020 before the repo market seized. The Fed is cornered. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

220,599 次观看 • 1 个月前

BARIS: Trump’s biggest problem and it will trickle down to Rs is a lack of empathy. More than that, a disdain for voters. ‘Stop bitching about inflation. Stop bitching about affordability.’ You never would have heard MAGA Trump talk like that. When voters see betrayal and a lack of respect, you get punished. Nobody gets away from it. Republicans have been underperforming everywhere. The turnout data is warning you, even if the polls aren’t.

BARIS: Trump’s biggest problem and it will trickle down to Rs is a lack of empathy. More than that, a disdain for voters. ‘Stop bitching about inflation. Stop bitching about affordability.’ You never would have heard MAGA Trump talk like that. When voters see betrayal and a lack of respect, you get punished. Nobody gets away from it. Republicans have been underperforming everywhere. The turnout data is warning you, even if the polls aren’t.

Grace Chong, MBI

19,243 次观看 • 3 个月前

Everyone is talking about inflation. The Fed is hawking. The ECB is hawking. Financial media is on repeat. But there is a market specifically designed to price inflation expectations, and it is saying something completely different. TIPS breakeven rates, the market's real-time gauge of inflation protection demand, have been falling. Not rising. Falling. Five-year breakevens slid to around 248 basis points last week, back near where they were before the energy shock began, even as oil stayed elevated and central bankers turned more aggressive. In 2022, when inflation was genuinely broad-based, breakevens pushed toward 325 to 350 basis points. This time, the ceiling was 270, and the market has been retreating from it ever since. The bond market is not pricing sustained, widespread inflation. It is pricing a narrow energy impulse, one the market believes will either resolve quickly or destroy enough demand to contain itself. That is 100% against the Fed's hiking thesis.

Everyone is talking about inflation. The Fed is hawking. The ECB is hawking. Financial media is on repeat. But there is a market specifically designed to price inflation expectations, and it is saying something completely different. TIPS breakeven rates, the market's real-time gauge of inflation protection demand, have been falling. Not rising. Falling. Five-year breakevens slid to around 248 basis points last week, back near where they were before the energy shock began, even as oil stayed elevated and central bankers turned more aggressive. In 2022, when inflation was genuinely broad-based, breakevens pushed toward 325 to 350 basis points. This time, the ceiling was 270, and the market has been retreating from it ever since. The bond market is not pricing sustained, widespread inflation. It is pricing a narrow energy impulse, one the market believes will either resolve quickly or destroy enough demand to contain itself. That is 100% against the Fed's hiking thesis.

Jeffrey P. Snider

18,154 次观看 • 2 个月前

Russian propagandist Solovyev is mad about inflation in Russia - it hinders military production. He demands Russian central bank fix the problem. What Solovyev doesn't tell his audience is that the inflation in Russia is this high exactly because of the war. Inflation in Russia has surged over 9% this month, with prices for a wide range of goods and services rising, including potatoes (up 91% this year) and economy-class flights (up 35%). Russian Central Bank reports that reducing inflation will require a "significantly longer period" of higher interest rates than previously forecasted. The reasons for such unmanageable inflation are labor shortage due to the mobilization of men; U.S. sanctions that have made it more difficult to import goods from China and Turkey; and Russian society itself, since rising price tags have spurred some to cut consumption, limit vacations or discuss where to find the best deals. Source:

Russian propagandist Solovyev is mad about inflation in Russia - it hinders military production. He demands Russian central bank fix the problem. What Solovyev doesn't tell his audience is that the inflation in Russia is this high exactly because of the war. Inflation in Russia has surged over 9% this month, with prices for a wide range of goods and services rising, including potatoes (up 91% this year) and economy-class flights (up 35%). Russian Central Bank reports that reducing inflation will require a "significantly longer period" of higher interest rates than previously forecasted. The reasons for such unmanageable inflation are labor shortage due to the mobilization of men; U.S. sanctions that have made it more difficult to import goods from China and Turkey; and Russian society itself, since rising price tags have spurred some to cut consumption, limit vacations or discuss where to find the best deals. Source:

Anton Gerashchenko

359,645 次观看 • 2 年前

McGuinty: "The last time Poilievre had a plan, he told Canadians to go invest in cryptocurrency, for God's sake." In March 2022, Pierre Poilievre highlighted Bitcoin as a hedge against Trudeau-era inflation and dollar devaluation from big deficits and money printing. Bitcoin was ~$45K–$47K then; it’s now up roughly 50% (and higher at peaks) Poilievre never said “bet your life savings” — he pointed to its fixed supply as a contrast to endless government printing Crypto is volatile, but patient holders have still beaten the Canadian dollar’s lost purchasing power amid 8%+ inflation But a personal accountability note: McGuinty and the Liberals mocking this ignores their own record of deficits, inflation, and eroded savings that hurt Canadians far more than any single asset suggestion Bitcoin is up 50% since Pierre called it an inflation hedge. The real 'for God's sake' moment is years of Liberal spending that devalued the dollar. Canadians can judge for themselves what protects their savings

McGuinty: "The last time Poilievre had a plan, he told Canadians to go invest in cryptocurrency, for God's sake." In March 2022, Pierre Poilievre highlighted Bitcoin as a hedge against Trudeau-era inflation and dollar devaluation from big deficits and money printing. Bitcoin was ~$45K–$47K then; it’s now up roughly 50% (and higher at peaks) Poilievre never said “bet your life savings” — he pointed to its fixed supply as a contrast to endless government printing Crypto is volatile, but patient holders have still beaten the Canadian dollar’s lost purchasing power amid 8%+ inflation But a personal accountability note: McGuinty and the Liberals mocking this ignores their own record of deficits, inflation, and eroded savings that hurt Canadians far more than any single asset suggestion Bitcoin is up 50% since Pierre called it an inflation hedge. The real 'for God's sake' moment is years of Liberal spending that devalued the dollar. Canadians can judge for themselves what protects their savings

cbcwatcher

14,943 次观看 • 3 个月前

🚨 BIG TAX RELIEF IDEA FOR HOMEOWNERS The Trump administration is looking at indexing capital gains to inflation when you sell your primary home. Right now, if you bought a house decades ago and it skyrocketed in value, you can get hit with a massive tax bill even after the current $250k/$500k exclusion. Indexing to inflation would stop the government from taxing phantom gains caused by inflation. Commerce Secretary Howard Lutnick is on board. It would free up older homeowners, get more houses on the market, and put real money back in people’s pockets. Smart policy. Let’s see if Congress actually moves.

🚨 BIG TAX RELIEF IDEA FOR HOMEOWNERS The Trump administration is looking at indexing capital gains to inflation when you sell your primary home. Right now, if you bought a house decades ago and it skyrocketed in value, you can get hit with a massive tax bill even after the current $250k/$500k exclusion. Indexing to inflation would stop the government from taxing phantom gains caused by inflation. Commerce Secretary Howard Lutnick is on board. It would free up older homeowners, get more houses on the market, and put real money back in people’s pockets. Smart policy. Let’s see if Congress actually moves.

Gunther Eagleman™

139,184 次观看 • 1 个月前

The Fed's dots are ridiculous. A majority of the FOMC now thinks it might have to raise rates to fight oil inflation. They just met, and a lot of them concluded they need to be like Trichet. The projected fed funds range moved up about half a point from March. A serious hawkish shift, and an absurd one given where oil and TIPS break-evens are. That is why the Treasury curve flattened. The front end is pricing a growing chance they actually hike. The flat curve is saying it will not last. Here is the core mistake. The Fed's models see inflation because oil prices went up. But oil is not inflation. Oil can lift the CPI for a few months, and it has. But a relative price shock is not sustained inflation. For oil to become real inflation, the shock has to spread. You need wages chasing prices. Businesses gaining pricing power. Expectations moving. Demand strong enough to absorb higher costs. None of that is happening. Not in the markets, and not in the CPI details. So look at the board. TIPS are falling. The Treasury curve is flattening. Oil spreads are flattening. The IEA is cutting demand. And the Fed's response is to print more hawkish dots, because some officials still think the main risk is inflation. That is the misdiagnosis. The market can see it. The public cannot, because the financial media only reports what the Fed says and does.

The Fed's dots are ridiculous. A majority of the FOMC now thinks it might have to raise rates to fight oil inflation. They just met, and a lot of them concluded they need to be like Trichet. The projected fed funds range moved up about half a point from March. A serious hawkish shift, and an absurd one given where oil and TIPS break-evens are. That is why the Treasury curve flattened. The front end is pricing a growing chance they actually hike. The flat curve is saying it will not last. Here is the core mistake. The Fed's models see inflation because oil prices went up. But oil is not inflation. Oil can lift the CPI for a few months, and it has. But a relative price shock is not sustained inflation. For oil to become real inflation, the shock has to spread. You need wages chasing prices. Businesses gaining pricing power. Expectations moving. Demand strong enough to absorb higher costs. None of that is happening. Not in the markets, and not in the CPI details. So look at the board. TIPS are falling. The Treasury curve is flattening. Oil spreads are flattening. The IEA is cutting demand. And the Fed's response is to print more hawkish dots, because some officials still think the main risk is inflation. That is the misdiagnosis. The market can see it. The public cannot, because the financial media only reports what the Fed says and does.

Jeffrey P. Snider

18,735 次观看 • 3 个月前

RFK Jr. at The Real Debate: “These two men are the people who ran up the deficit that is causing the inflation” “That’s why we have $4 milk, $4 bread, $6 gasoline” “President Trump came into office promising to balance the budget. Instead, he spent more money in office than every President in US history combined, from George Washington to George W. Bush. President Biden will beat him, he’s already run up $6.3 trillion in debt. That’s why we have inflation. Inflation is caused because they’re printing money to pay for these expenses that we don’t have, and that money is then a tax on the poor. That’s why we have $4 milk, $4 bread, $6 gasoline. It’s because of the forever wars, the out of control spending by these two gentlemen. We have a $34 trillion debt now. The interest alone on that debt is costing us more than our military budget. This is existential. This is one of the problems neither of these two will talk about. This is the reason that they need me on stage, because I would confront them with what they did. They were the ones who ran up half of this deficit … and that’s what’s causing inflation. We’ll never deal with the inflation if we don’t deal with the money printing problem, and neither of them are gonna do it.”

RFK Jr. at The Real Debate: “These two men are the people who ran up the deficit that is causing the inflation” “That’s why we have $4 milk, $4 bread, $6 gasoline” “President Trump came into office promising to balance the budget. Instead, he spent more money in office than every President in US history combined, from George Washington to George W. Bush. President Biden will beat him, he’s already run up $6.3 trillion in debt. That’s why we have inflation. Inflation is caused because they’re printing money to pay for these expenses that we don’t have, and that money is then a tax on the poor. That’s why we have $4 milk, $4 bread, $6 gasoline. It’s because of the forever wars, the out of control spending by these two gentlemen. We have a $34 trillion debt now. The interest alone on that debt is costing us more than our military budget. This is existential. This is one of the problems neither of these two will talk about. This is the reason that they need me on stage, because I would confront them with what they did. They were the ones who ran up half of this deficit … and that’s what’s causing inflation. We’ll never deal with the inflation if we don’t deal with the money printing problem, and neither of them are gonna do it.”

MAHA PAC🗽

391,565 次观看 • 2 年前