Quote:
Originally Posted by CoachKandSportsguy
This release does not include the effects of actual tariffs, but more reflects the chaos and confusion /uncertainty around the size, purpose and impact of impending tariffs.
Inflation deflator higher than expected, so next step is recession, barring no changes in policies. Most trade policies take quarters to come to an executable agreement.
So backward accounting looks are a deteriorating economy, and the Fed will not try to save the economy right away, and treasury bonds may become more risky to hold, so interest rates may rise more than expected.
Holding Treasuries, the question for why the bonds will move:
1 - inflation higher? = bonds down/rates up
2 - recession? = bonds up/rates down
3 - US Dollar down? = bonds down / rates up
good luck to us!
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MY OPINION. What WAS is no longer. NEWS with BIAS controls, people like Walter Cronkite are long gone. The dollar, our dollar is no longer backed by gold. Nixon too us off the gold backed dollar. At that time it was $40 an oz. today it is 2600 an oz.
My point our dollar is now just printed paper. Actually, I've read only 20% exists in any form. The rest is notes on computers. BIT COIN. Endless OPINIONS. What is bitcoin?
OPINION-first of all crypto currency there are roughly 20 of them, What is crypto currency? Money PULLED OUT OF THIN AIR AND QUOTED IN DOLLARS ALREADY DICUSSED THE DOLLAR IS BACKED BY NOTHING.
Why are we uncomfortable? Truly simple reply. WHAT IS HAPENING IS NOT REALITY-least not my understanding of REALITY