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
Boom to Bust: Higher Prices Threaten Recovery
June 11, 2021 21:56 - 17 minutes - 23.4 MBIn today's show, you will learn how higher consumer prices can push the economy back into a recession, why consumers are rejecting higher prices, why not everyone is feeling the effects of higher consumer prices, how consumer prices can rise and Treasury yields fall, how Treasury yields lead stock prices lower when financial conditions tighten, and how the weekly bank credit data confirms financial conditions are tight. Momentum Timer Pro™ https://stevenvanmetre.com/momentum-timer-pr...
Open Beta: With This Tool, Even the Pros Will Be Jealous
June 10, 2021 20:50 - 19 minutes - 26.4 MBIn today's show, learn how Momentum Timer Pro™ v3.1 can help you increase your probabilities of success when entering a trade. Ready to get your FREE subscription? https://stevenvanmetre.com/momentum-timer-pro/ #StockChartAnalysis #StockChartsExplained #MomentumInvesting http://stevenvanmetre.com/about/contact/ https://www.facebook.com/svmfin/ https://www.linkedin.com/in/steven-van-metre-b4a08b182/ https://twitter.com/MetreSteven https://stevenvanmetre.com/portfolio-shield/ Watermar...
Flooded With Cash, Banks Beg Corporations to Move Their Money
June 09, 2021 22:00 - 22 minutes - 30.8 MBIn today's show, you will learn why the banks don't want any more deposits and how the Fed is dealing with this flood of cash in the financial system, why despite record job openings workers are also quitting in record numbers, how Milton Friedman tells us higher consumer prices are likely to be rejected, a preview of tomorrow's CPI report, and a look at the bond market to determine if this is the breakout or if there's one final pullback to come. Momentum Timer Pro™ https://stevenvanmetre...
Why the Queen of Quantitative Tightening Wants Higher Yields
June 07, 2021 23:00 - 16 minutes - 22.6 MBIn today's show, you will learn why Treasury Secretary Janet Yellen wants higher interest rates and if she can make interest rates go higher, why small businesses are trying to hire instead of actually hiring, how consumer credit hit a new all-time high, and how hedge-fund managers are positioned in the futures market. #BondBullish #DollarBullish #Yellen 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 o...
Policy Shift: Fed to Sell Corporate Bonds from Emergency Lending Program
June 04, 2021 23:00 - 20 minutes - 28.4 MBIn today's show, you will learn why the Fed's policy shift could have a negative impact on markets, how inflation is turning into disinflation as demand disappears, what dangers are in store for the labor market, why QE is bond bullish, and how interest rates are not low enough to spur credit growth. #BondBullish #DollarBullish #FedBalanceSheetUnwind 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...
Bailout Nation: Why the Fed May Be Coming to the Rescue, Again.
June 02, 2021 22:00 - 24 minutes - 33.1 MBIn today's show, you will learn how the Fed can bailout the banks from their overnight repo problem without anyone stopping them, how the global manufacturing PMI's are indicating a peak in global stock prices and yields, how the preliminary CPI reports are indicating disinflation has returned, and how hedge-fund managers are positioned in the futures market. #BondBullish #DollarBullish #OperationTwist Have a question for the show? From time to time I answer your questions. E-mail St...
Will Easy Money Policies Lead to Out of Control Inflation? Shocking Truth Revealed!
May 31, 2021 22:54 - 21 minutes - 29.3 MBIn today's show, you will learn if a rising money supply and Federal Reserve balance sheet will lead to hyper inflation or another financial crisis. You'll also learn how crude oil prices are a leading indicator for where inflation is headed and how the Money Multiplier can be used to predict the direction of inflation. #BondBullish #DollarBullish #Inflation #DollarShortage Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Face...
Boom to Bust: Crashing Incomes Threaten Recovery
May 28, 2021 21:08 - 20 minutes - 27.9 MBIn today's show, you will learn if crashing incomes will threaten the economic recovery and inflation narrative, how the discrepancy between the hard and soft manufacturing data will be resolved, if the Fed is overshooting its inflation target, evidence the Reverse Repo problem is due to too much cash in the banks, and a look at this week's credit data. Mindset and Personal Struggles – w. Steven Van Metre – Part 2 – Ep. 85 https://creativereturn.ca/podcast/portfolio-shield/ #BondBull...
New report tells you which ETFs to buy and sell! Free open beta!
May 27, 2021 20:52 - 17 minutes - 23.7 MBSteve reveals his daily momentum signals direct to your inbox. Daily Buy & Sell Signals for 32 equity, 9 bond, 8 commodity, and 8 currency ETFs. Multiple Position Sizing Recommendations to help manage your risk exposure. Macro Trading Data to help you identify long-term, low-risk entry and exit points. Ready to get your FREE subscription? https://stevenvanmetre.com/2021/05/27/momentum-timer-pro-5-27-21/ https://stevenvanmetre.com/momentum-timer-pro/ #StockChartAnalysis #StockChartsExplain...
Watch Now! Is Crude Oil Going Higher or Lower?
May 26, 2021 20:49 - 14 minutes - 19.8 MBIn today's show, you will learn which direction crude oil and energy stocks are likely to head, indicators that the housing market may have peaked, what the Richmond Fed surveys say about the manufacturing and services sector, how the recent Treasury auctions went, and what the Dallas Fed survey suggests about the employment rate. Steve Van Metre on Why QE Will Cause More Deflation https://youtu.be/npZKHhmRAXg #BondBullish #DollarBullish #CrudeOil #EnergyStocks Have a question for the sh...
Are Crypto Traders Buying Gold?
May 24, 2021 20:44 - 12 minutes - 17.3 MBIn today's show, you will learn what has been driving gold prices higher recently, how big the reverse repo problem is getting, what the Chicago Fed National Activity Index says about the national economy, what the Atlanta Fed Wage Growth Tracker says about the direction of wage growth, and how hedge-fund managers are positioned in the futures market. #BondBullish #DollarBullish #BTC #Gold Have a question for the show? From time to time I answer your questions. E-mail Steve or, send h...
What You Don't Know About Bonds
May 21, 2021 21:18 - 20 minutes - 28 MBIn today's show, you will learn how bonds are deferred dollars, evidence banks want Reserve Assets, what the NASI says about the breath of the Nasdaq-100, what the recent economic data says about the health of the global economy, and what the weekly bank credit data says about lending growth. What You Don’t Know About Bonds https://stevenvanmetre.com/2021/05/21/what-you-dont-know-about-bonds/ #BondBullish #DollarBullish #DeferredDollars Have a question for the show? From time to time...
Macro Thesis Update
May 20, 2021 20:27 - 22 minutes - 30.6 MBIn today's show, a macro thesis update! #BondBullish #DollarBullish #MacroThesis 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.linkedin.com/in/steven-van-metre-b4a08b182/ https://twitter.com/MetreSteven https://stevenvanmetre.com/portfolio-shield/ Portfolio Shield™, and The Macro Show™, and Momentum Tim...
Banks Are Drowning in Liquidity
May 19, 2021 20:52 - 17 minutes - 24.5 MBIn today's show, you will learn how Bitcoin could be signaling financial conditions are tightening and about to take tech stocks down with it, how China's economic data is suggesting deflation and slowing global growth, how the shadow Federal Fund Rate shows deeply negative short-term rates, how hedge-fund managers are positioned in the futures market, if large foreign holders of Treasury securities were buying or selling in March, and how Dr. Michael Burry is positioned for the Big S...
Will the Crypto Crash Lead to a Tech Wreck?
May 17, 2021 20:49 - 17 minutes - 23.9 MBIn today's show, you will learn how Bitcoin could be signaling financial conditions are tightening and about to take tech stocks down with it, how China's economic data is suggesting deflation and slowing global growth, how the shadow Federal Fund Rate shows deeply negative short-term rates, how hedge-fund managers are positioned in the futures market, if large foreign holders of Treasury securities were buying or selling in March, and how Dr. Michael Burry is positioned for the Big S...
The Fed Just Increased Its QE Purchases!
May 14, 2021 21:31 - 22 minutes - 30.1 MBIn today's show, you will learn why the Fed's increase in QE purchases is bullish for bond prices, how rising unemployment claims is not a positive sign for the economy, why the recent rise in the Producer Price Index will be transitory, what this week's 30-year Treasury auction tells us about the direction of Treasury yields, how Capacity Utilization indicates the recent rise in inflation won't stick, and what the weekly credit data tells us about where interest rates are headed. Consumer ...
Stocks and Bonds Dump on Inflation Fears!
May 12, 2021 21:12 - 22 minutes - 30.1 MBIn today's show, you will learn why stocks and bonds fell on inflation fears, what the recent economic data says about the economy, how the this week's Treasury auctions were received, where there was inflation in the April CPI report, is the inflation we are seeing transitory or permanent, if higher consumer prices will lead to higher Treasury yields, and how the Money Multiplier points to much lower inflation in the future. #BondBullish #DollarBullish #ConsumerPriceIndex #CPI Have ...
Work From Home Jobs Are Going to India
May 10, 2021 20:55 - 16 minutes - 22 MBIn today's show, you will learn why unemployment benefits are keeping part-time workers at home, how work from home jobs are being outsourced to India, why foreign central banks are tapering their bond purchases, why Treasuries sold off today, how hedge-fund managers are positioned in the futures market, and why April's CPI print will be huge. #BondBullish #DollarBullish #UnemploymentBenefits Have a question for the show? From time to time I answer your questions. E-mail Steve or, sen...
Big Payroll Miss Threatens Recovery
May 07, 2021 21:46 - 24 minutes - 33.3 MBIn today's show, you will learn why today's big payroll miss threatens the economic recovery, why the weekly unemployment data suggests employers aren't desperate for workers, how the Monetary Base suggest the Labor Force Participation Rate is headed lower, what the weekly credit data says about the economy, and an update on Momentum Timer Pro™. #BondBullish #DollarBullish #NonfarmPayrolls Have a question for the show? From time to time I answer your questions. E-mail Steve or, send ...
Banks Are Desperate for Borrowers
May 05, 2021 21:00 - 22 minutes - 31.1 MBIn today's show, you will learn why banks are desperate for borrowers, how the surge of liquidity from the Treasury is turning into a trickle, what the recent economic data says about the health of the global economy, and what the ISM Services PMI says about the services sector. #BondBullish #DollarBullish #ISMServicesPMI #SLOOS 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://stevenva...
Manufacturing Data Indicates Peak Stocks, Yields, and Inflation
May 03, 2021 20:51 - 19 minutes - 26.4 MBIn today's show, you will learn how the monthly ISM Manufacturing PMI data can be used to identify a peak in stocks, yields, and consumer prices, how hedge-fund managers are positioned in the futures market, and an update on Momentum Timer Pro™ as it goes macro. #BondBullish #DollarBullish #ISMManufacturingPMI 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/co...
Bond Are Set for a Massive Short Squeeze
April 30, 2021 22:40 - 21 minutes - 28.8 MBIn today's show, you will learn how the short interest on TLT is setting up for a massive short squeeze, how quant or CTA positioning in Treasuries will likely send long rates to zero percent, what the recent economic data says about the global economy, and how the weekly credit data indicates lower interest rates are coming. #BondBullish #DollarBullish #BondShortSqueeze Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Fac...
Stimulus Can't Stop Deflation
April 28, 2021 21:15 - 24 minutes - 33.3 MBIn today's show, you will learn how the deflationary forces of QE are stopping the inflationary forces of fiscal stimulus, what the recent economic data says about the economy, how the Richland Fed surveys show a margin squeeze in the manufacturing and services sectors, when and under what conditions the Fed will start tapering, and a special announcement. #BondBullish #DollarBullish #PowellPresser #MomentumTimerPro Have a question for the show? From time to time I answer your questio...
Bears Go Extinct as Corp Share Buybacks Surge
April 26, 2021 20:41 - 11 minutes - 15.5 MBIn today's show, you will learn how short interest on the S&P 500 is a multi-decade lows, that corporations are set to buyback even more of their shares, that the durable goods new orders didn't match up with the manufacturing diffusion data, how today's Treasury auctions went, and how hedge-fund managers are positioned in the futures market. #BondBullish #DollarBullish #BearsAreHibernating Have a question for the show? From time to time I answer your questions. E-mail Steve or, send ...
Stocks Near All-Time Highs as Everyone Is All-In
April 23, 2021 21:15 - 17 minutes - 24.5 MBIn today's show, you will learn if everyone is really all-in stocks with prices near their all-time highs, how corporate profits show stocks are extremely overvalued like they were in the dot-com bubble, what the Chicago Fed National Activity Index says about the economy, if the weekly unemployment data is signaling any kind of improvement, what the Kansas City Fed Manufacturing Survey says about the Midwest manufacturing sector, how dealer inventory continues to drop, and what the we...
Pent Up Demand Will Go Bust
April 21, 2021 20:40 - 12 minutes - 16.7 MBIn today's show, you will learn how pent up demand can go bust by looking at Netflix's earnings report, why the CPI may peak in May and not April, what the recent economic data says about the economy, and how bonds are looking a bit bullish. #BondBullish #DollarBullish #NetflixEarnings 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.faceb...
Money is Being Destroyed
April 19, 2021 20:49 - 14 minutes - 20.2 MBIn today's show, you will learn what it means when money is being destroyed at the fastest rate since the GFC and how it impacts the growth rate of the money supply, how the CPI is likely to peak in April by understanding the base effects, how low primary dealer inventory is, and how dealers and hedge-fund managers are positioned in the futures market. #BondBullish #DollarBullish #DollarDestruction Have a question for the show? From time to time I answer your questions. E-mail Steve ...
Retail Sales Jump, Credit Cards Dump
April 16, 2021 21:43 - 21 minutes - 28.7 MBIn today's show, you will learn what it means when retail sales jump but the amount on credit cards dumps, how the dollar is suggesting import prices are peaking, why last week's drop in unemployment claims isn't enough, what the New York and Philadelphia Fed manufacturing reports say about the regional manufacturing sectors, how capacity utilization isn't showing inflation, and why cash piling up in banks is bullish for bonds. #BondBullish #DollarBullish #RetailSales Have a question...
This Signals Inflation is Peaking!
April 14, 2021 21:05 - 19 minutes - 26.6 MBIn today's show, you will learn what is signaling inflation is peaking, what drove the CPI higher, why the CPI is likely to head lower in the next few months, why higher gasoline prices are bad for the recovery, and what the recent economic data says about the health of the economy. #BondBullish #DollarBullish #CPI 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/abo...
Disinflation is Coming
April 13, 2021 20:33 - 17 minutes - 24.3 MBIn today's show, you will learn how disinflation is coming from the great Dr. Lacy Hunt. https://hoisington.com/economic_overview.html #BondBullish #DollarBullish #DrLacyHunt 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.linkedin.com/in/steven-van-metre-b4a08b182/ https://twitter.com/MetreSteven https:/...
Is Fed Chair Powell Wrong???
April 12, 2021 20:52 - 19 minutes - 26.9 MBIn today's show, you will learn what Fed Chair Powell got right and wrong in his 60 minutes interview, how the Facebook SMB report suggests the elevated weekly unemployment claims are due to struggling small businesses, how today's Treasury auctions went, how hedge-fund managers are positioned in the futures market, and a preview of tomorrow's March CPI print. #BondBullish #DollarBullish #CPI Have a question for the show? From time to time I answer your questions. E-mail Steve or, se...
Fed Plans More Long Bond Purchases
April 09, 2021 21:30 - 22 minutes - 30.2 MBIn today's show, you will learn why the Fed is planning to increase its purchases of long maturity bonds, what the high weekly unemployment claims means for the economy, why rising producer prices don't mean higher consumer prices or Treasury yields, how stocks are as overvalued as they were before the GFC, and how credit continues to contract putting downward pressure on Treasury yields. #BondBullish #DollarBullish #PPI Have a question for the show? From time to time I answer your qu...
Consumer Borrowing Surges in Feb
April 07, 2021 20:58 - 15 minutes - 21 MBIn today's show, you will learn what is driving the surge in consumer borrowing, how the export and import data are showing the economy is slowing, how mortgage applications are showing consumers are rejecting higher long-term interest rates, and what the huge short interest in TLT means for bond prices. #BondBullish #DollarBullish #TLT 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:/...
Biden's Global Minimum Tax Rate & Your Money
April 05, 2021 21:00 - 22 minutes - 31 MBIn today's show, you will learn how Biden's global minimum tax rate will effect corporate earnings-per-share, what the ISM Services PMI says about the health of the services sector, how hedge-fund managers are positioned in the futures market, and why a contraction in credit will lead to lower Treasury yields. #BondBullish #DollarBullish #CreditContraction 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...
Blow Out Payroll Report to Send Yields Higher???
April 02, 2021 21:18 - 29 minutes - 39.8 MBIn today's show, you will learn if there's any relationship between increasing payrolls and Treasury yields, what ISM Manufacturing PMI report says about the manufacturing sector and inflation, if last month's payroll report was good, and what the weekly unemployment data suggests about the economy. Plus, an explainer of my recent Macrovoices interview (linked below with charts). The Last Deflationist Standing http://mp3.macrovoices.com/mvmp3player.php?mp3=https://mcdn.podbean.com/mf/downl...
Global Dollar Shortage Threatens Recovery
March 31, 2021 20:49 - 18 minutes - 25.8 MBIn today's show, you will learn how a global dollar shortage is threatening the economic recovery, what the ADP payroll report suggests about inflation, how there is a shortage of Treasury Bills and how the mortgage data is indicating interest rates are too high. #BondBullish #DollarBullish #DollarShortage 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/contac...
Hedge Fund Forced Liquidation Hits Markets
March 29, 2021 20:55 - 17 minutes - 24 MBIn today's show, you will learn what it means when a large fund gets a margin call, can Wells Fargo save the bond market, what was causing Treasury yields to rise today, how hedge-fund managers are positioned in the futures market, and how cash assets at all commercial banks indicate Treasury yields should head significantly lower. #BondBullish #DollarBullish #BundSelling Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Fa...
Is This a Sign Real Estate Prices Have Peaked??
March 26, 2021 21:40 - 26 minutes - 35.7 MBIn today's show, you will learn how a contraction in residential real estate credit may signal real estate prices have peaked, how the Fed is going to prevent commercial banks from selling their U.S. Treasury securities by forcing the banks to increase their Tier 1 Capital, how the Money Multiplier continues to indicate disinflation, what the economic data says about the economy, how Core PCE and Core CPI show no signs of inflation, why securities dealers are dumping inventory, and ho...
The Fed Beat the Big Banks
March 24, 2021 21:02 - 22 minutes - 31.4 MBIn today's show, you will learn how the Fed beat the big banks, what the recent economic data tells us about the health of the economy, how this week's Treasury bonds auctions have been received by the market, how consumers are planning to spend their stimulus checks, and why Morgan Stanley thinks the overnight selling of Treasuries is about to turn into overnight buying, along with a look at the charts of the dollar, bonds and gold miners. #BondBullish #DollarBullish #WhyDoTheSellers...
SLR Update: Why the Banks Won't Be Selling Bonds
March 22, 2021 20:53 - 19 minutes - 26 MBIn today's show, you will learn why the banks won't be selling bonds as we dig deeper into the purpose of the SLR and the bank's leverage ratios before and after the exemption, what the Chicago Fed National Activity Index say about the economy, how hedge-fund managers and asset managers are positioned in the futures market, and how big the short interest is on TLT. #BondBullish #DollarBullish #SLRRule Have a question for the show? From time to time I answer your questions. E-mail Ste...
Did the Fed Just Signal the End of the Bull Market?
March 19, 2021 21:22 - 19 minutes - 26 MBIn today's show, you will learn why the SLR rule is a form of private-sector QE, and why the ending of the exemption will lead to lower stock prices, lower commodity prices, lower precious metals prices, a stronger dollar, and higher bond prices. Plus, we'll cover the economic data and the weekly credit data. The SLR was the Common Denominator https://stevenvanmetre.com/2021/03/19/the-slr-was-the-common-denominator/ #BondBullish #DollarBullish #SLRRule Have a question for the show? From ...
Are Banks Manipulating the Bond Market?
March 17, 2021 21:26 - 24 minutes - 33.3 MBIn today's show, you will learn why banks need a ton of bonds and are manipulating investors into selling and shorting the bond market to get the supply they need as the SLR exemption is soon to expire and stimulus checks are hitting bank accounts. You'll also learn what Fed Chair Powell said will take to change their QE purchases and how the economic data is showing signs consumers are rejecting higher interest rates, which will ultimately lead to lower interest rates. #BondBullish #...
Why Some Banks are Holding Stimulus Checks Until the 17th
March 15, 2021 20:55 - 17 minutes - 23.5 MBIn today's show, you will learn why some banks are withholding stimulus checks until Wednesday and why this month's FOMC meeting might come with a big announcement. We'll also continue our discussion on the SLR Rule, learn why the primary-dealer banks may have been forced to sell Treasuries, how hedge-fund managers are positioned in the futures market, and foreign-held Treasury positioning. G-SIBs, SLR, & Dealers https://stevenvanmetre.com/2021/03/15/g-sibs-slr-dealers/ #BondBullish #Doll...
How Stimulus Checks Can Cause a Banking Crisis
March 12, 2021 22:51 - 23 minutes - 32.6 MBIn today's show, you will learn how the stimulus checks can cause a banking crisis as banking regulations are limiting the size of bank balance sheets, how the Fed can and will be forced to come to the rescue, why dealer banks are dumping bonds, and what the economic data tells us about the health of the economy. Jobs, Auctions & the SLR https://stevenvanmetre.com/2021/03/12/jobs-auctions-the-slr/ #BondBullish #DollarBullish #BankingCrisis #StimulusChecks Have a question for the show...
Can Deposit Rates Go Negative???
March 10, 2021 21:56 - 19 minutes - 26 MBIn today's show, you will learn how deposit rates can go negative if the Fed does not extend the SLR exemption, how stimulus, bank deposits and QE are all tied together, how the Core CPI is impacted by QE, how the CPI is impacted by the dollar, and how this week's Treasury auctions were received. #BondBullish #DollarBullish #SLRExemption #ConsumerPriceIndex #CPI Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, Li...
Gold to $1,300 or Lower?!
March 08, 2021 22:01 - 21 minutes - 29.2 MBIn today's show, you will learn how Gold can get to $1,300/oz, why the Fed likely modified the SLR Rule and is likely to extend it, if Treasury yields and the CPI are correlated, how hedge-fund managers are positioned in the futures market, why the bond short sellers are so confident, just how big the bet is against the bond market, and how a rising dollar can save the kingdom. #BondBullish #DollarBullish #KingdomUnderHeavySiege Have a question for the show? From time to time I answer...
Will Bonds Go Parabolic Like Gamestop?
March 05, 2021 22:33 - 25 minutes - 34.2 MBIn today's show, you will learn what negative repo rates mean in the bond market, if the SLR rule is really bond bearish, what the recent economic data says about the economy, how QE is going to prevent the labor market from recovering, and if bond prices can go parabolic like Gamestop. The Bond Kingdom - Is It Under Attack? - With Steve Van Metre https://youtu.be/XPCfuabj9Cw #BondBullish #DollarBullish #SLRRule, #NegativeRepoRates Have a question for the show? From time to time I answer...
Fed Panic: Is Operation Twist 3.0 Coming?
March 03, 2021 22:02 - 23 minutes - 31.9 MBIn today's show, you will learn what Operation Twist is and if it is soon to be announced, what the recent services and composite PMIs tell us about the health of the global economy, how ISM Manufacturing Prices Paid indicate a peak in Treasury yields, crude oil and the dollar, how Treasury yields are likely headed into negative territory by early next year. #BondBullish #DollarBullish #CavalryHasArrived #OperationTwist Have a question for the show? From time to time I answer your que...
Gold Indicates Deflation is Coming
March 01, 2021 22:00 - 22 minutes - 30.5 MBIn today's show, you will learn how gold is indicating deflation is coming by comparing it to the U.S. dollar and the CPI, and why lower gold prices signal deflation. Plus, you'll learn how the ISM Prices Paid signals a peak in Treasury yields, how CTAs are max short on global government bonds, how the massive buying in TLT last week signals a potential bottom, what the economic data says about the global economy and how hedge-fund managers are positioned in the futures market. #BondB...
Fed's Mistake: Another Financial Crisis Looms
February 26, 2021 22:38 - 24 minutes - 33.5 MBIn today's show, you will learn how the Fed is making a huge policy mistake that could be lead to the next financial crisis and more QE, what the economic data tells us about the economy, what the credit markets are telling us about the consumer, and how the cavalry has arrived to save the Bond Kingdom! #BondBullish #DollarBullish #CavalryHasArrived 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 Twi...