Steven Van Metre Financial
305 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 17 ratingsThe podcast version of my YouTube show.
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Episodes
China's Estate Crisis is Spiraling Out of Control
October 13, 2021 22:00 - 22 minutes - 20.6 MBIn today's show, you will learn how China's real estate crisis may affect your investments and the global economy, how a temporary debt ceiling bill may tighten financial conditions, why the Fed may look brilliant as inflation skyrockets, what the Biden administration is doing to save the holiday's, and how the bond market is pricing in a policy mistake. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money #Evergrande Portfolio Shield™ https://stevenvanmet...
Morgan Stanley See a Big Correction Coming Soon
October 11, 2021 22:00 - 17 minutes - 15.8 MBIn today's show, you will learn why Morgan Stanley is calling for a mid-cycle correction, how the market breadth is confirming Morgan Stanley's call, how the dollar is a big variable that validates Morgan Stanley's call, why two big banks think inflation is transitory, and why China's bond market is crashing. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money #Evergrande Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website http://steve...
How the Fed Could Send the Economy Back into a Recession
October 08, 2021 22:00 - 21 minutes - 20 MBIn today's show, you will learn why the Fed could make a major policy mistake by tapering its balance sheet, why this month's payroll report was mediocre, how Quantitative Easing affects the labor market, why banks are buying bonds, how the bond market is pricing in a debt default in December, and why Evergrande is back in the news. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money #bank #Evergrande Portfolio Shield™ https://stevenvanmetre.com/portfolio-...
Debt Ceiling Battle Could Trigger a Massive Recession as Time is Running Out
October 06, 2021 22:00 - 22 minutes - 21 MBIn today's show, you will learn who the U.S. plans to default on and what a default means to the economy if the debt ceiling is not raised, how the risks in China's property sector are increasing, why inflation is likely to moderate, why demand is slowing, and why Powell is likely to remain at the head of the Fed. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money #bank Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website http://steven...
Panic Selling as Evergrande and Debt Ceiling Fears Spark Risk-Off Move
October 04, 2021 22:00 - 22 minutes - 21 MBIn today's show, you will learn why the debt ceiling is causing a panic in the stock and bond markets, why China's Evergrande is likely to default on its USD-denominated debts, how OPEC's output boost could lead to sticky inflation, why overseas shipping costs may soon fall, and what consumers feel about the economy. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money #bank #Evergrande Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website...
The Replay of the Great Financial Crisis is Coming Soon
October 01, 2021 22:00 - 22 minutes - 20.4 MBIn today's show, you will learn how China's economy is signaling a global recession is on the horizon, how the U.S. economy is following China's, how the breadth of the stock market is suggesting a bigger sell-off is coming, how raising the debt ceiling is bond bullish, why a slowing labor market is bad news, and how the factory data suggests inflation has peaked. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money #bank Portfolio Shield™ https://stevenva...
China's Real Estate Crisis Deepens as Investors Start to Panic
September 29, 2021 22:00 - 20 minutes - 19.1 MBIn today's show, you will learn Evergrande's latest missed payment could lead to a global real estate crisis, how the debt ceiling impasse is likely causing a temporary spike in Treasury yields, how central bank tightening cycles are bond bullish, indications the economy is slowing, and why crude is the most important commodity to watch. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money #bank #Evergrande Portfolio Shield™ https://stevenvanmetre.com/port...
Fraud Alert! Wells Fargo Guilty of Overcharging Customers
September 27, 2021 22:00 - 23 minutes - 22 MBIn today's show, you will learn why Wells Fargo is in trouble again and what that means from a monetary perspective, if the U.S. will default on its debt, how investors have turned into gamblers and how that can lead to a market crash, how durable goods new orders indicate inflation will eventually cool, why supply chain backups are likely to keep inflation higher through the holidays, how the Fed is successfully getting short-term interest rates to rise, and how the Evergrande contagi...
Crypto Crackdown as the PBOC Bans All Transactions
September 24, 2021 22:00 - 21 minutes - 20.1 MBIn today's show, you will learn why the PBOC banned all crypto transactions, why crypto bulls should be concerned about this decision, why Evergrande's missed bond payment spells trouble for the property developer, how the debt ceiling is likely to be resolved, and what the economy data says about the global economy. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money #Evergrande #bitcoin #cryptocurrency #crypto #blockchain #btc Portfolio Shield™ https:/...
No Bailout as Beijing Looks to Nationalize its Largest Property Developer
September 22, 2021 22:00 - 22 minutes - 20.7 MBIn today's show, you will learn why Beijing is being forced to nationalize Evergrande, if the Fed is going to taper, what continued QE means for Treasury yields, if housing demand will meet builder expectations, and why this week's 20-year Treasury auction means yields are likely to go lower. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money #Evergrande Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website http://stevenvanmetre.com/ S...
Stock Meltdown Begins Over Fears Evergrande is Just the Beginning
September 20, 2021 22:00 - 22 minutes - 20.5 MBIn today's show, you will learn how Beijing's attempt to cool off China's property price appreciation has lead to the exposure of China's Evergrande's ponzi scheme, why investors are afraid other companies will soon be unable to pay on their debts, how China is likely to respond, how the U.S. is importing even more disinflation, and how the U.S. economy is facing a huge fiscal cliff. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money Portfolio Shield™ ht...
Increasing Risks in China's Real Estate Market Threaten a Global Meltdown
September 17, 2021 22:00 - 22 minutes - 21.2 MBIn today's show, you will learn how China's Evergrande's situation has gone from bad to worse, how Beijing is responding to this crisis, why rising shipping costs could lead to sticky inflation, how the U.S. is importing deflation, how the inventory-to-sales ratio indicates a peak in inflation, why expiring unemployment benefits are likely to lead to lower retail sales, and why foreign investors are buying Treasuries as U.S. investors continue to sell. #economy #stockmarket #business ...
A Massive Meltdown of China's Real Estate Market Could Trigger Global Liquidity Crisis
September 15, 2021 22:00 - 23 minutes - 21.6 MBIn today's show, you will learn why China's Evergrande is setting up a Lehman-like liquidity crisis, why one Senator wants to break up Wells Fargo, how consumer prices are likely to head lower, why consumers can't afford higher consumer prices, and how crude oil prices suggest inflation will soon cool. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website http://stevenvanmetre.com/ Soc...
How Beijing Will Save the World as it Bails Out Its Largest Property Developer
September 13, 2021 22:00 - 24 minutes - 22.6 MBIn today's show, you will learn about how China's credit impulse is contracting, if China's credit impulse even matters, how the recent problems in China's real estate market are tied to it credit impulse, how the credit impulse has likely led to problems at Evergrande, why pensions are leveraging up, why over-leveraging could lead to the next pension crisis, why the year--over-year rate of change in the CPI is likely to rollover soon, and a look at the U.S. credit markets. #economy #...
Citi Warns: It's Dot-Com Bubble 2.0 as Investor Euphoria is Off the Charts
September 08, 2021 22:00 - 18 minutes - 17.5 MBIn today's show, you will learn what Citigroup's big mistake is and why they are warning investors about a repeat of 1999, why the $3.5T stimulus package is unlikely to happen as job openings surge to record highs, why a technical default by Evergrande could lead to a global financial crisis, and how investors are betting against the Fed. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website...
Lehman-Like Debt Default Crisis Threatens Global Markets
September 06, 2021 22:01 - 21 minutes - 20 MBIn today's show, you will learn why a debt default by China's Evergrande could threaten to crash global markets, why a former Fed official is warning of an imminent financial crisis the Fed is unprepared to stop, why large-cap stocks continue higher, why Morgan Stanley is cutting their GDP forecasts, and a look at the credit markets. #china #breakingnews #stockmarket #economy #news #business #stocks #bonds #money Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website ...
It's Damage Control at the Fed as Payrolls Point to Monetary Policy Failure
September 03, 2021 22:00 - 22 minutes - 31.1 MBIn today's show, you the Nonfarm payroll report was a dud, why next month's payroll report is likely to be equally disappointing, signs the participation rate is likely to crash, if the Fed is still thinking taper, if there will be a new fiscal response, what direction the services sector is heading, and what today's decline in bond prices was all about. #NonfarmPayrolls #ISMServicesPMI #FiscalStimulus #Taper Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website ht...
ADP's Payroll Miss Suggests Millions are Going to Be Out of Work as Benefits Expire Soon
September 01, 2021 22:00 - 21 minutes - 29.9 MBIn today's show, you will learn why the BLS cooks the books on Nonfarm payroll reports, the relationship between the ADP and BLS Nonfarm payroll reports, why Friday's Nonfarm payroll report could be a dud and the implications of that, what the global manufacturing PMIs indicate about global economy, and what the U.S. manufacturing PMIs indicate about the U.S. economy. #ADPNonfarmPayrolls #ManufacturingPMI #MarkitPMI #ISMPMI Portfolio Shield™ https://stevenvanmetre.com/portfolio-shiel...
Consumer Spending Set to Crash as Prices Rise and Stimulus Ends
August 30, 2021 22:00 - 21 minutes - 28.8 MBIn today's show, you will learn why consumers are losing faith in the economy, what is likely driving consumer sentiment lower, why retail sales are likely to crash, how falling consumer sentiment impacts spending and consumer prices, why inflation is likely to roll over, what caused incomes to increase in July, and what the weekly credit data indicates about lending growth. #ConsumerSentiment #ConsumerExpectations #Inflation #InterestRates #RetailSales Portfolio Shield™ https://stev...
Crisis Alert: The Supreme Court Overturns Eviction Ban as Millions of Americans Face Homeless
August 27, 2021 22:00 - 24 minutes - 33.1 MBIn today's show, you will learn why millions of Americans could be facing homelessness and what the government is planning to do about it, why Fed Chair Powell is unlikely to support a balance sheet taper, and the shocking truth about inflation. #EvictionMoritorium #JacksonHoleSpeech #PowellPresser #BalanceSheetTaper #Inflation Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website http://stevenvanmetre.com/ Social Media https://twitter.com/MetreSteven https://www....
Recession Alert! Morgan Stanley, Rabobank, Normura, & BofA Warn Investors a Crash is Coming
August 25, 2021 22:00 - 22 minutes - 30.8 MBIn today's show, you will learn why Bank of America analysts think markets are fragile and headed towards a big crash, how the loss of extended unemployment benefits will lead to less consumption, why the CFNAI surged higher in July, how hedge-fund managers are positioned in the futures market, and why an increase in the TGA is neither bond bullish or bearish. #ConsumerSentiment #FedPolicyMistake #MarginDebt #TreasuryTightening #RichmondFedSurvey #DurableGoods #TreasuryYields Portfoli...
Warning! Fragile Markets Could Trigger a Massive Crash in Stock Prices
August 23, 2021 22:00 - 21 minutes - 29.9 MBIn today's show, you will learn why Bank of America analysts think markets are fragile and headed towards a big crash, how the loss of extended unemployment benefits will lead to less consumption, why the CFNAI surged higher in July, how hedge-fund managers are positioned in the futures market, and why an increase in the TGA is neither bond bullish or bearish. #BofA #ExtendedUnemploymentBenefits #PMIs #CFNAI #NASI #TGA Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ W...
Stocks Can't See Financial Conditions Tightening as the Fed Seeks to Control the Curve
August 20, 2021 22:00 - 20 minutes - 28 MBIn today's show, you will learn how to spot tightening financial conditions in the market knowing stocks are the last to figure out when things are about to go wrong. #M2MoneySupply #VelocityofM2 #TradeWeightedDollar #ConsumerSentiment #InitialCliams Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website http://stevenvanmetre.com/ Social Media https://twitter.com/MetreSteven https://www.linkedin.com/in/steven-van-metre-b4a08b182/ https://www.facebook.com/svmfin/ P...
Panic at the Fed as they Rush to Avoid a Monetary Disaster
August 18, 2021 22:05 - 23 minutes - 32 MBIn today's show, you will learn what the Fed's worst nightmare is and why they are worried, how the Fed is attempting to solve this big problem, what retail sales and industrial production indicate about the economy, and how capacity utilization indicates inflation is likely to cool. #FOMC #SRP #YieldCurve #RetailSales #IndustrialProduction #CapacityUtilization Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, Lin...
Consumer Confidence Crashes Below Crisis Lows on Inflation and Geopolitical Fears
August 16, 2021 21:59 - 21 minutes - 29.6 MBIn today's show, you will learn why a crisis is brewing in America as consumer confidence plunges, why the consumer price index has likely peaked, why higher consumer prices are likely to be rejected, and if speculators are on the right or wrong side of the market. #UoMConsumerConfidence #CPI #Inflation Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, LinkedIn or Twitter. http://stevenvanmetre.com/about/contact/ ...
The Next Crisis is Looming And Here's Proof the Government is Worried
August 09, 2021 22:00 - 15 minutes - 21 MBIn today's show, you will learn why the Biden Administration is worried about an economic relapse, how government agencies are working against each other, how many Americans will soon see their income go to zero, why there might not be 10 million job openings, why bonds are being sold, how the money supply is not showing inflation, and what the weekly credit data says about bank balance sheets. #BondBullish #DollarBullish #TheMacroShow #JOLTS Have a question for the show? From time to...
Shrinking Paychecks: Workers Have Less Money as Inflation Surges
August 06, 2021 22:00 - 20 minutes - 27.3 MBIn today's show, you will learn why workers paychecks are going in reverse, why sustained inflation is unlikely to persist, how many more jobs we need to reach full employment, if the Fed is likely to taper, if the government is faking the payroll reports and why the government may be incentivized to do so. #BondBullish #DollarBullish #NonfarmPayrolls Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, LinkedIn or T...
Crash Alert: Payroll Disaster Suggests Economy Is About to Nosedive
August 04, 2021 22:00 - 19 minutes - 27 MBIn today's show, you will learn why Friday's Nonfarm payroll report could spell disaster for the economy, why one Fed member may backtrack his call for a balance sheet taper, if banks really are desperate to lend, what the services sector says about the economy, why velocity is flat, and an indication that the stock market party is soon to end. #BondBullish #DollarBullish #ADPNonfarmPayrolls Have a question for the show? From time to time I answer your questions. E-mail Steve or, send...
Global Slowdown Threatens to Crash Stocks
August 02, 2021 22:00 - 19 minutes - 26.4 MBIn today's show, you will learn why the global economy is slowing down and what it means for stock prices and Treasury yields, what a cut in Note and Bond issuance means for bond prices, how 10-year Treasury yields could go negative, what the Money Multiplier indicates about future inflation, and if speculators are on the wrong side of the bond trade. #BondBullish #DollarBullish #GlobalSlowdown Have a question for the show? From time to time I answer your questions. E-mail Steve or, ...
Fed's Latest Scam to Force More U.S. Debt on Depositors
July 30, 2021 22:06 - 26 minutes - 36.3 MBIn today's show, you will learn how the Fed's Standing Repo Facility can be used to dump more government debt onto depositors, how an illiquid Treasury market can send bond prices soaring, why unemployment claims show we are deep in a recession and evidence the stimulus money has run its course. Truth Serum by Scheer Law Group, LLP https://slgtruthserum.podbean.com/e/ep-5-new-cfpb-emergency-regulations-interview-with-noted-financial-advisor-steven-van-metre/ #BondBullish #DollarBullish #R...
Black Swan Event Threatens to Crash China's Banks and the Global Economy
July 28, 2021 21:58 - 24 minutes - 34.1 MBIn today's show, you will learn how one company is threatening to take down the entire Chinese financial system, what China will likely do to prevent a systemic collapse, how falling Chinese stock prices affect U.S. stock prices and Treasury yields, another indication inflation will be transitory, and why the markets are likely to be wrong about a Fed taper. #BondBullish #DollarBullish #FOMCPresser #ChinaDebtCrisis Have a question for the show? From time to time I answer your question...
Housing Bubble Set to Pop as Buyers Reject Higher Prices
July 26, 2021 22:00 - 17 minutes - 24.4 MBIn today's show, you will learn why housing prices are likely to head lower, if the Fed is going to announce a plan to taper its balance sheet, if consumer spending is likely to slow, if stock prices are soon to correct, why today's Treasury auction indicates yields are headed lower, and how hedge-fund managers are positioned ahead of this week's FOMC press conference. #BondBullish #DollarBullish #HousingBubble Have a question for the show? From time to time I answer your questions. ...
Morgan Stanley Warns a Major Stock Market Correction Imminent
July 23, 2021 22:00 - 20 minutes - 28.4 MBIn today's show, you will learn how why the Chief Equity Strategist for Morgan Stanley is predicting a major stock market correction, if the economy is growing fast enough to keep up with stock prices, what initial unemployment claims suggest about the health of the labor market, and if wages are growing fast enough to support higher consumer prices. #BondBullish #DollarBullish #Correction Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a...
Cheap Mortgages: The Fed's Plan to Drive Mortgage Rates Even Lower
July 21, 2021 22:00 - 24 minutes - 33.2 MBIn today's show, you will learn how the Fed could send 30-year mortgage rates down to one percent, why the Federal Funds Rate no longer matters, how Quantitative Easing and Tightening works, How overnight repurchase and reverse repurchase work, why none of them are related to each other, how building permits suggest the housing market may have peaked, and why equity valuations are too high. #BondBullish #DollarBullish #MortgageRates #ReverseRepo Have a question for the show? From time...
Negative Rates: The Fed is Taking Over Money Markets
July 19, 2021 22:00 - 21 minutes - 29.7 MBIn today's show, you will learn why the Fed is nationalizing money markets, if your money is safe, what this has to do with negative interest rates, and what risks the bond markets is signaling. #BondBullish #DollarBullish #RRP #NationalizingMoneyMarkets Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, LinkedIn or Twitter. http://stevenvanmetre.com/about/contact/ https://www.facebook.com/svmfin/ https://www.link...
Buyers Strike: American's Say NO to Higher Prices
July 16, 2021 21:59 - 23 minutes - 32.4 MBIn today's show, you will learn why retail sales are about to crash as American's reject higher prices, how the recent credit card data validates lower consumption, why more restaurant are likely to fail, why unemployment claims remain too high, how the manufacturing surveys are a greater proxy to the stock market than the hard data, and why the Fed is unlikely to taper MBS purchases. #BondBullish #DollarBullish #RetailSales #Deflation Have a question for the show? From time to time I...
Hot Inflation Numbers Has the Fed About Raise the White Flag
July 14, 2021 22:00 - 24 minutes - 34.2 MBIn today's show, you will learn why members of the FOMC are changing their tune on inflation, why the Fed is trying to delay tapering its balance sheet, if Fed Chair Powell is likely to support a balance sheet taper, if the increase in the Consumer Price Index was broad based or in a few parts of the economy, if consumers will be able to afford higher prices, what direction the national economy is headed, why bond prices fell after yesterday's 30-year Treasury auction, and why bond pri...
The Real Reason Wells Fargo is Closing Personal Credit Lines
July 12, 2021 22:00 - 15 minutes - 21.6 MBIn today's show, you will learn why Wells Fargo is cutting their personal credit lines, if the Consumer Price Index is going to rip higher tomorrow, and why hedge-fund managers are increasing their short positions on the bond market. #BondBullish #DollarBullish #WellsFargo Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, LinkedIn or Twitter. http://stevenvanmetre.com/about/contact/ https://www.facebook.com/svmfi...
The Fed is Secretly Planning to Cut MBS Purchases Next Year
July 09, 2021 21:56 - 24 minutes - 33 MBIn today's show, you will learn why the Federal Reserve is being forced to bail out money markets due to a 2016 SEC rule in an attempt to prevent money market rates from going negative, how the global services sector is showing signs of peaking, and how Treasury yields are telling the labor market the number of available jobs is about to decrease. #BondBullish #DollarBullish #RRP #MoneyMarkets #NegativeRates Have a question for the show? From time to time I answer your questions. E-ma...
Negative Rates: How a SEC Rule is Forcing a Fed Bailout of Money Markets
July 07, 2021 22:00 - 24 minutes - 33.7 MBIn today's show, you will learn why the Federal Reserve is being forced to bail out money markets due to a 2016 SEC rule in an attempt to prevent money market rates from going negative, how the global services sector is showing signs of peaking, and how Treasury yields are telling the labor market the number of available jobs is about to decrease. #BondBullish #DollarBullish #RRP #MoneyMarkets #NegativeRates Have a question for the show? From time to time I answer your questions. E-ma...
Trillions: The Fed's Collateral Shortage is About to Explode
July 05, 2021 22:00 - 14 minutes - 20.5 MBIn today's show, you will learn why one banking expert thinks the Fed's overnight Reverse Repurchase Program is going to be flooded with trillions in cash, and what that means for Treasury yields, the dollar, and inflation. #BondBullish #DollarBullish #RRP Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, LinkedIn or Twitter. http://stevenvanmetre.com/about/contact/ https://www.facebook.com/svmfin/ https://www.l...
Dual Mandate Leaves Policy Makers Trapped as Unemployment Rises
July 02, 2021 22:00 - 21 minutes - 29.6 MBIn today's show, you will learn why the unemployment rate has the Fed stuck in its own policy trap, why the Labor Force Participation Rate is likely heading lower, what a peak in the manufacturing sector means for stocks, and what the weekly bank credit data means for interest rates. #BondBullish #DollarBullish #PolicyTrap #UnemploymentRate Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, LinkedIn or Twitter. htt...
High Home Prices Threaten the American Dream
June 30, 2021 22:00 - 22 minutes - 30.4 MBIn today's show, you will learn why home prices are likely to fall in the future, if the Fed has finally created sustainable inflation, if the U.S. economy is showing signs of cooling off, and what nearly $1 trillion of overnight Repurchase Agreements with the Fed means. #BondBullish #DollarBullish #HousingBubble Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, LinkedIn or Twitter. http://stevenvanmetre.com/about...
Home Prices Too High: Fed Mulls Tapering Mortgage Purchases
June 28, 2021 22:00 - 20 minutes - 28.3 MBIn today's show, you will learn why the Fed thinks it is responsible for higher housing prices and what it might do to fix that, how investors are over leveraged, and how bonds and the dollar are signalling a risk-off event is coming. #BondBullish #DollarBullish #MBSTaper Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, LinkedIn or Twitter. http://stevenvanmetre.com/about/contact/ https://www.facebook.com/svmfin...
The Shocking Truth of How the Fed Caused the Collateral Shortage
June 25, 2021 21:58 - 22 minutes - 30.8 MBIn today's show, you will learn how the Fed caused the collateral shortage it is trying to solve, how the collateral shortage is going to get worse, why the Fed doesn't care about the collateral shortage, why Treasury yields will head much lower, why the consumer is about send the economy into a recession, and how the weekly bank credit data confirms lower Treasury yields are coming. #BondBullish #DollarBullish #ReverseRepo #CollateralShortage Have a question for the show? From time t...
Is the Fed Blind? They Think Higher Prices Are Transitory
June 23, 2021 23:16 - 21 minutes - 29.7 MBIn today's show, you will learn why the Fed thinks inflation is transitory, why the Fed is conducting an operational readiness test of its Reverse Repurchase Program as demand for RRP is blowing up, what the preliminary manufacturing PMIs say about the global manufacturing sector, why energy stock prices fell despite a large crude oil draw, and why the Money Multiplier suggests the Fed will be right on its transitory inflation call. #BondBullish #DollarBullish #Inflation Have a quest...
Fed Bailout: Money Markets Incentivized to Dump Bonds
June 21, 2021 20:50 - 14 minutes - 20.2 MBIn today's show, you will learn why one banking expert believes the Fed is bailing out money markets, what the unemployment cliff means to the economy, what the Chicago Fed National Activity Index says about the economy, and a look at the weekly bank credit data. Momentum Timer Pro™ https://stevenvanmetre.com/momentum-timer-pro/ #BondBullish #DollarBullish #ReverseRepo #CollateralShortage Have a question for the show? From time to time I answer your questions. E-mail Steve or, send h...
Recession Risk: Major Collateral Shortage Threatens Financial System
June 18, 2021 22:00 - 22 minutes - 31.2 MBIn today's show, you will learn why the financial system is sick due to a major collateral shortage and how the Fed is completely unprepared to deal with another recession as financial conditions tighten. We will also look at the recent economic data where there are warning signs in the unemployment data that the economy is soon to roll over. Momentum Timer Pro™ https://stevenvanmetre.com/momentum-timer-pro/ #BondBullish #DollarBullish #ReverseRepo #CollateralShortage Have a question...
Fed Hikes: Too Much Cash Threatens to Break the Buck
June 16, 2021 22:00 - 18 minutes - 25 MBIn today's show, you will learn why the Fed was forced to raise the IOER rate to stabilize money markets from a major collateral shortage problem brought on by the unwinding of the TGA, how higher consumer prices will be rejected without a sufficient growth in the money supply, how the Empire State Manufacturing Index shows the economy is starting to slow, the relationship between Retail sales and the Money Supply, the relationship between Industrial Production and Crude oil, and a loo...
The Fed Will Crash Stocks By Trying to Save the Banks
June 14, 2021 22:00 - 18 minutes - 25.9 MBIn today's show, you will learn how the Fed is trapped in a lose-lose situation as they attempt to save the banks from too much liquidity which will lead to a crash in stock prices. Why The Markets Will Collapse https://youtu.be/feWM_lknqL4 Momentum Timer Pro™ https://stevenvanmetre.com/momentum-timer-pro/ #BondBullish #DollarBullish #ReverseRepo #QE Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, LinkedIn or Tw...