Steven Van Metre Financial artwork

Steven Van Metre Financial

305 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 17 ratings

The podcast version of my YouTube show.

Investing Business
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Episodes

Has the Fed Lost Control of the Bond Market?

February 24, 2021 22:03 - 19 minutes - 26.3 MB

In today's show, you will learn how short selling has multiplied the  amount of bonds hitting the markets in combination with governments   issuing massive amounts of debt is driving bond prices lower. You'll  also learn the two ways out of this mess where bonds will see new  all-time highs and we'll look at the data to see more evidence of a  liquidity trap. #BondBullish #DollarBullish #BondsMultiplying Have a question for the show? From time to time I answer your questions. E-mail Steve...

Yield Curve: Are Interest Rates About to Fall?

February 22, 2021 22:08 - 23 minutes - 31.5 MB

In today's show, you will learn how how the yield curve is indicating  long-term bond yields are about to fall, if the SLR ratio is bond  bullish or bearish, how speculators are positioned on the long bond in  the futures market, how bond volatility could send bond prices  skyrocketing, what the CFNAI says about the economy, and what a China  Yuan devaluation means to bond prices. #BondBullish #DollarBullish #BondVolatility #YieldCurve Have a question for the show? From time to time I answ...

Is China About to Devalue the Yuan?

February 19, 2021 22:48 - 22 minutes - 31.1 MB

In today's show, you will learn how a devaluation of the Yuan will  effect the dollar and bond prices, and how likely it is to happen. Plus  you will also learn more about liquidity traps and why investors are  chasing inflation when they are really on the wrong side of the market.  And last, the weekly credit data and why lending is important in getting  out of a liquidity trap.  #BondBullish #DollarBullish #TheKingdomWillRiseFromTheAshes  Have a question for the show? From time to time I a...

Money Printing: Bank Reserves Aren't Leaking into the Economy

February 18, 2021 22:00 - 9 minutes - 13.3 MB

In today's show, you will learn how Primary Dealer banks use Fed-created  Reserve Assets at the U.S. Treasury auctions to purchase newly minted  Treasury securities. While some believe this process is money printing  and the Reserve Assets are leaking out into the economy, you will learn  neither is true. #ReserveAssets #TreasuryAuctions #EducationalSeries 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 ...

Inflation Alert: Factory Prices Indicate High Inflation

February 17, 2021 22:08 - 26 minutes - 36.6 MB

In today's show, you will learn how the stock market is on the edge of a  repeat of March 2020's big crash, what the economic data says about  inflation, how to spot a liquidity trap in the weekly retail sales data,  and what happens to bond prices during a liquidity trap. #BondBullish #DollarBullish #TheKingdomWillRiseFromTheAshes 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...

How the Fed Traps Dollars in the Financial System

February 15, 2021 22:00 - 20 minutes - 27.9 MB

In today's show, you will learn how the Fed traps dollars in the  financial system by creating a liquidity trap when it engages in  Quantitative Easing. You will also learn why this process leads to a  stronger dollar, lower Treasury yields, and lower consumer prices, along  with what needs to happen to get out of the liquidity trap. #QuantitativeEasing #LiquidityTrap #EducationalSeries Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a me...

Gold Mining Stocks are Predicting a Market Crash

February 12, 2021 22:29 - 24 minutes - 33.9 MB

In today's show, you will learn how gold mining stocks lead stock prices  lower and bond prices higher, how the liquidity trap we are stuck in  will lead to further disinflation and lower Treasury yields, how this  week's 30-year Treasury Bond auction impacted bond prices, and how we  are more likely at the peak of this economic expansion. #BondBullish #DollarBullish #TheKingdomWillRiseFromTheAshes Have a question for the show? From time to time I answer your questions. E-mail Steve or, s...

Liquidity Trap: Inflation Has Peaked!

February 10, 2021 21:54 - 19 minutes - 26.4 MB

In today's show, you will learn why inflation has likely peaked, what  the recent economic data tells us about the global economy, how retail  sales suggest a demand problem, how rising gasoline inventories suggest a  demand problem, how today's 10-year Treasury auction was received, and  just how crazy the speculative call buying option has been. Plus, we'll  look at a few charts. #BondBullish #DollarBullish #ConsumerPriceIndex Have a question for the show? From time to time I answer your...

How QE and the TGA Have Created Too Much Liquidity

February 09, 2021 22:00 - 21 minutes - 29.5 MB

In today's show, you will learn how Quantitative Easing and the roll off  of the Treasury General Account (TGA) is causing short-term Treasury  yields to collapse as too much liquidity floods the banking system.  #TooMuchLiquidity #TreasuryGeneralAccount #EducationalSeries  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/  ...

Stocks are About to Crash

February 08, 2021 21:58 - 19 minutes - 26.9 MB

In today's show, you will learn about my secret passage out of the bond  kingdom, why falling short-term Treasury yields is signaling something  bad is coming, how to investigate a crime scene in the kingdom, how  stock charts are signaling a crash is coming, and how hedge-fund  managers are positioned in the futures market. #BondBullish #DollarBullish #StockCrash Have a question for the show? From time to time I answer your questions. E-mail Steve or, send him a message on Facebook, Link...

Too Much Cash is Clogging the Banking System

February 05, 2021 22:31 - 24 minutes - 33.5 MB

In today's show, you will learn why 30-year bonds are being sold at any  price and short-term bonds are rising, how too much cash in the banking  system is causing a liquidity crisis, why the Nonfarm payroll report was  disappointing, how the yield curve should be signalling falling stock  prices and Treasury yields, and a look at credit conditions at the large  commercial banks. #BondBullish #DollarBullish #KingdomUnderHeavySiege Have a question for the show? From time to time I answer yo...

This Signals Inflation Has Peaked (and a Bottom in Bonds)

February 03, 2021 22:09 - 29 minutes - 39.9 MB

In today's show, you will learn why the relationship between the ISM  Prices Paid, the CPI and bond prices, why the persistent selling in  bonds won't last, why an increase in Eurozone inflation may lead to  disinflation in the U.S., why rising gasoline stocks may be a problem,  what is likely to happen when the Treasury winds down the TGA, and why  the relationship between 2-year Treasury Notes and 30-year Treasury  Bonds means bond prices will slingshot higher. Plus, story time with the  B...

Has the Dollar Bottomed?

February 01, 2021 22:07 - 26 minutes - 35.9 MB

In today's show, you will learn why last month's ISM Manufacturing Index  is flagging a bottom in the dollar, what the global manufacturing PMIs  are saying about the state of the global manufacturing sector, how  hedge-fund managers are positioned in the futures market, what last  quarter's Senior Loan Officer Option Survey says about lending  standards, how overexposed hedge funds are, and if a decline in the TGA  is bullish or bearish for equities and bonds. #BondBullish #DollarBullish #...

How /WSB Can Crash the Stock Market

January 29, 2021 22:39 - 26 minutes - 36.8 MB

In today's show, you will learn how /WSB can crash the stock market, if  what's going on with /WSB affects my thesis and can led to a liquidity  or insolvency event, why bonds aren't rallying despite the equity market  weakness, what the recent economic data says about the economy, why we  might have an inventory recession, how bank credit is getting worse, and  who is still buying bonds. #BondBullish #DollarBullish #WallStreetBets Have a question for the show? From time to time I answer y...

Currency Wars Spark Stock Rout

January 27, 2021 21:50 - 21 minutes - 29 MB

In today's show, you will learn what the ECB said to spark today's  market sell off, what happened at today's FOMC meeting, why liquidity is  drying up and how that can trigger another crash in risk assets, what  the Richmond Fed Manufacturing Index says about the state of the  manufacturing sector, and how durable goods new orders may lead to  another inventory crisis. #BondBullish #DollarBullish #CurrencyWars Have a question for the show? From time to time I answer your questions. E-mai...

The Fed Has Created a Liquidity Trap

January 26, 2021 22:00 - 20 minutes - 27.4 MB

In today's show, you will learn how the Fed has created a liquidity trap  with its Quantitative Easing program that will lead to lower Treasury  yields and lower consumer prices despite the increase in the money  supply. https://www.stlouisfed.org/publications/regional-economist/april-2014/the-liquidity-trap-an-alternative-explanation-for-todays-low-inflation #EducationalSeries #LiquidityTrap #M2MoneySupply Have a question for the show? From time to time I answer your questions. E-mail S...

Warning: Margin Debt is Skyrocketing!

January 25, 2021 21:48 - 17 minutes - 23.7 MB

In today's show, you will learn why so many people are dropping their  Pandemic Unemployment Assistance benefits, why skyrocketing margin debt  is going to fuel a market crash, how the German LFO survey is signalling  a double-dip recession, what the recent CFNAI mean for the nation  economy, what today's 2-year Treasury Note auction means for the yield  curve, and how speculators are positioned in the futures market. #BondBullish #DollarBullish #SiegeisAlmostOver Have a question for the s...

Manufacturers Bet on Reflation While Consumers Become Savers

January 22, 2021 22:32 - 24 minutes - 33.8 MB

In today's show, you will learn why I'm confused about the economic data  as the money supply is rising likely due to stimulus and the  manufacturing sector is bristling with activity, but consumers are  turning into savers and not spending. You'll also learn about this  week's unemployment report, what's going on with the Philly Fed  Manufacturing sector, how bank credit conditions continue to worsen, how  commercial hedgers are preparing for lower Treasury yields, and why  stocks are massi...

2021 Ultimate Guide to Medicare Benefits

January 21, 2021 21:06 - 10 minutes - 14 MB

My 2021 Ultimate Guide to Medicare Benefits Class.

2021 Ultimate Guide to Social Security Benefits

January 21, 2021 21:03 - 12 minutes - 17.2 MB

My 2021 Ultimate Guide to Social Security Benefits Class.

Gold Miners and the Dollar Suggest a Major Stock Unwind is Coming

January 20, 2021 22:02 - 24 minutes - 33.8 MB

In today's show, you will learn why the global economic data means  inflation isn't coming to the U.S., what the recent rise in the M1 Money  Supply means, why a flattening M2 Money Supply is disinflationary, how  TIPS and gold miners are related, why the speculative positioning in  Treasury bond and Dollar futures suggest a massive equity crash is  coming, how the Treasury CTAs or quants are positioned and what could  trigger them to buy, why banks aren't lending, and how the massive  specu...

Stocks Fall On Stimulus Doubts as Markets Turn Illiquid

January 15, 2021 22:38 - 23 minutes - 31.8 MB

In today's show, you will learn why stocks don't like the proposed  stimulus package, how politics will affect the ability of the stimulus  bill to get through the Senate, why improving manufacturing data isn't  good news as retail sales slide, what's going on with the money supply,  how credit growth continues to deteriorate, and when the quants are  likely to start buying bonds again. #BondBullish #DollarBullish #KingdomUnderSiege Have a question for the show? From time to time I answer ...

The Yield Curve Suggests a Recession is Imminent

January 13, 2021 21:50 - 23 minutes - 32.4 MB

In today's show, you will learn why the persistent selling against the  long bond may be over, what the economic data is telling us about the  economy, if the CPI is finally signalling a secular shift to inflation,  why this week's Treasury auctions turned the tide on the rise in yields,  and how the yield curve is suggesting a recession is imminent. #BondBullish #DollarBullish #KingdomUnderSiege Have a question for the show? From time to time I answer your questions. E-mail Steve or, sen...

Most Euphoric Stock Market in History

January 11, 2021 22:00 - 21 minutes - 28.8 MB

In today's show, you will learn the difference between algos and quants,  how China is still exporting deflation, how today's 3-year Treasury  Note auction is suggesting increased demand, why the deviation between  the CPI and 10-year Treasury yields is bearish for yields, why  Wednesday's CPI print may be disinflationary, just how euphoric the  stock market is, how hedge-fund managers are positioned in the futures  market with a focus on the long bond, and stay tuned to the end for a  very ...

The Market Says a Blue Wave of Inflation is Coming!

January 08, 2021 23:25 - 30 minutes - 42 MB

In today's show, you will learn why Treasury yields rose the day after  the Georgia Senate election, how quantitative computer programs or CTAs  are driving the Treasury bond market, what the recent economic data says  about the economy, how the M2 money supply suggests more disinflation,  why December's payroll report was horrible, and what bank credit is  telling us about the overall health of the economy. #BondBullish #DollarBullish #KingdomUnderSiege Have a question for the show? From ...

ISM Manufacturing PMI Indicates Stocks Have Peaked

January 06, 2021 21:53 - 25 minutes - 34.5 MB

In today's show, you will learn what drove bond prices lower and  Treasury yields higher today, if bond prices are likely to head lower or  higher, if the contraction in residential real estate suggests higher  or lower interest rates are coming, how overvalued the market is, what  the recent economic data indicates about the global economy, what the  ISM Manufacturing PMI says about inflation, the dollar, and stock  prices, how speculators are positioned in the Treasury bond futures  market...

Bonds Rally Despite Massive Speculative Selling

January 04, 2021 22:11 - 23 minutes - 31.6 MB

In today's show, you will learn what the global factory PMIs are  indicating about the global manufacturing sector, what the weekly bank  credit data is saying about credit growth, what the M2 money supply and  Monetary Base have to do with inflation, what is going on with price and  momentum of Treasury bonds, how speculators are positioned in the bond  futures market, and if Steve was right or wrong about bonds in 2020. #BondBullish #DollarBullish #TheWallsHeld Have a question for the sh...

Macro Show: New Year's Special

January 01, 2021 22:00 - 16 minutes - 22.8 MB

In today's show, I'll discuss what I got right and wrong in 2020, what's  coming for the Macro Show in 2021, and I'll address two of the most  popular conspiracy theories about the Macro Show. #BondBullish #DollarBullish #HappyNewYear 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...

Rising Crude Prices Aren't Inflationary

December 30, 2020 21:51 - 22 minutes - 30.8 MB

In today's show, you will learn why rising crude oil prices don't lead  to inflation during dollar shortages, how hedge-fund managers are  positioned in Treasury bond and dollar futures, why the stimulus package  won't be inflationary, how institutional money funds indicate yields  have peaked, how speculative this market really is, and what slowing and  contracting credit means. #BondBullish #DollarBullish #Stimulus Have a question for the show? From time to time I answer your questions. ...

Stocks Rally on Stimulus!

December 28, 2020 21:43 - 14 minutes - 20 MB

In today's show, you will learn why this round of stimulus may not be as  inflationary as the market is hoping it will be, where bank credit is  headed and why it's back for the economy, how all the large speculative  short position on 30-year Treasury bonds in the futures market will  likely sent bond prices much higher, how hedge-fund managers are  positioned in Treasury futures, how today's Treasury auctions went, and  if Sorcerer JP gave the bond kingdom a Christmas gift this year. #Bon...

Quantitative Easing Explained and Myths Busted

December 25, 2020 22:00 - 23 minutes - 31.7 MB

In today's show, you will how Quantitative Easing works and what its intended purpose is. You'll also learn if QE causes Treasury yields to rise and the dollar to fall. More importantly, you'll learn how the Fed uses QE to maintain the dollar's status as the world's reserve currency and how QE is intended to pull aggregate demand forward. https://www.stlouisfed.org/open-vault/2019/august/open-market-operations-monetary-policy-tools-explained https://alhambrapartners.com/2020/09/21/ok-bank-...

WARNING: Massive Speculation in Stocks May Lead to a Crash

December 24, 2020 18:42 - 14 minutes - 19.2 MB

In today's show, you will learn why the speculative short position in the Treasury bond market will lead to higher bond prices, how security dealers aren't worried about higher interest rates, 12 charts showing extreme market bullish positioning, how margin debt has exploded to new highs, and how the NASI is at its highest level in 5 years which suggests a reversal is coming. #BondBullish #DollarBullish #SpecialEdition Have a question for the show? From time to time I answer your questions...

Bonds Indicate a Massive Rally and Collapse in Yields is Coming!

December 23, 2020 21:53 - 24 minutes - 33.3 MB

In today's show, you will learn why the speculative short position in  the Treasury bond market is going to lead to a massive reversal in  prices and why the recent price action is likely due to quantitative  computer models selling bonds. Plus we'll take a look at the recent  economic data, which continues to show economic weakness and  disinflation. #BondBullish #DollarBullish #KingdomUnderSiege Have a question for the show? From time to time I answer your questions. E-mail Steve or, se...

Congress Terminates Fed's Emergency Lending Program

December 21, 2020 21:44 - 19 minutes - 27.1 MB

In today's show, you will learn why Congress terminated the Fed's Main Street Lending Program, how the Fed proved Steve right, what the Chicago National Activity Index says about the U.S. economy, how today's 20-year Treasury Bond auction went, how hedge-fund managers are positioned in the futures market with a focus on Treasuries and the Dollar, and why contracting credit leads to lower Treasury yields. https://rules.house.gov/sites/democrats.rules.house.gov/files/BILLS-116HR133SA-RCP-116-...

Banks Pass Fed Stress Test and Can Resume Stock Buybacks

December 18, 2020 22:52 - 25 minutes - 35.3 MB

In today's show, you will learn about the Fed's decision to allow the  banks to resume share buybacks and why it isn't a big deal for the bond  market, how despite persistent and ongoing selling, the bond market is  not in danger of interest rates spiraling out of control. Plus, we'll  talk about how stimulus is not inflationary with 20.6 million Americans  on unemployment benefits, we'll look at the continued decline in bank  credit, and how institutional money funds may be signaling the to...

Fed Chair Powell is Worried About Deflation

December 16, 2020 22:22 - 19 minutes - 26.7 MB

In today's show, you will learn why Fed Chair Powell is nervous about  the economy, what export and import prices are telling you about the  economy, how industrial production is confirming the U.S. economy is  slowing, why China "selling" bonds is a sign of deflation, how rising  retail sales don't mean inflation or higher Treasury yields are coming,  and a look at the 5-year seasonal average of gasoline and distillate  stocks, and why inventory levels are a problem for those chasing crude ...

30-40 Million Americans May Be Evicted

December 14, 2020 21:50 - 19 minutes - 26 MB

In today's show, you will learn why all this pent-up demand as many see  in the M2 money stock data might just be from the 30-40 million  Americans who are facing eviction and how this compares to the Roaring  20's. Plus we'll also look at how hedge-fund managers are positioned in  the futures market with a focus on the long-bond, along with a look at a  few charts. #BondBullish #DollarBullish #EvictionCrisis Have a question for the show? From time to time I answer your questions. E-mail ...

Banks Say Inflation Isn't Coming

December 11, 2020 22:49 - 20 minutes - 27.6 MB

In today's show, you will learn that the Money Multiplier is a better  gauge of inflation than the M2 Money Supply, how this week's 30-year  Treasury auction eliminates any fears of inflation, how loans in bank  credit continue to contract, and a look at a couple of charts. #BondBullish #DollarBullish #SpeculativeBubble 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/a...

China Will Be Forced to Devalue the Yuan

December 09, 2020 21:50 - 17 minutes - 24.3 MB

In today's show, you will learn why China will be forced into devaluing  the Yuan and how it is bearish for equities and gold and bullish for the  dollar and bonds. #BondBullish #DollarBullish #KingdomUnderSiege 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/ http...

Is QE + Fiscal Stimulus Inflationary?

December 07, 2020 22:08 - 17 minutes - 23.9 MB

In today's show, you will learn about liquidity traps, if QE + fiscal  stimulus is inflationary, where the CPI is likely to print this week, if  the low-yield bids at Treasury auctions mean anything, what it means  when a weaker dollar doesn't lead to higher Treasury yields, and how  hedge-funds are positioned in the futures market. #BondBullish #DollarBullish #KingdomUnderSiege Have a question for the show? Have a question for the show? From time to time I answer your questions. E-mail ...

The Dollar is Crashing!

December 04, 2020 22:27 - 23 minutes - 31.8 MB

In today's show, you will learn why the dollar is falling, what it  means, and how I can be dollar bullish even as the dollar goes lower. I  will cover the dollar against exports, the Monetary Base, Institutional  Money Markets, Treasury yields, the CPI, gold, crude oil, the Money  Multiplier and more to find out if the dollar is right or if there are  bigger issues at hand. Plus we'll look at the weekly credit data to see  if there's any lending growth. #BondBullish #DollarBullish #Kingdom...

13.5 Million Set to LOSE Unemployment Benefits!

December 02, 2020 21:59 - 22 minutes - 31.2 MB

In today's show, you will learn how I can stand strong against massive  Treasury bond selling, what is motivating the speculators to short  bonds, why heavy selling of Treasuries means prices will rise in the  future, what I mean about an insolvency event, why 13.5 million  Americans are about to lose their unemployment benefits, what the recent  Manufacturing PMIs say about the global manufacturing sector and  Industrial Production, what the crude oil data says about inventory  levels, why ...

A $1.3 Trillion Liquidity Surge is Coming!

November 30, 2020 22:15 - 21 minutes - 29.1 MB

In today's show, you will if the anticipated $1.3 Trillion liquidity  surge is going to be bullish for stocks, lead to inflation, and cause  oil and gold to skyrocket. You'll also learn how gold leads the broad  equity market lower in insolvency events, along with how Treasury  auctions work and why the recent low bids are bond bullish. Last, we'll  cover the recent economic data and what's going on with LIBOR. #BondBullish #GoldBearish #LiquiditySurge Have a question for the show? Have a...

Gold Leads Stocks Lower Into Insolvency Crises

November 27, 2020 22:22 - 21 minutes - 29.4 MB

In today's show, you will learn how gold leads stocks lower into insolvency crises, evidence 30-year Treasury yields could go negative, proof investors are "all in" at the top, and how the weekly credit data is indicating a massive credit crisis is coming #BondBullish #GoldBearish #CreditContraction Have a question for the show? 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://stevenvanm...

Gold Suggests Stocks Will Crash Soon

November 27, 2020 18:56 - 31 minutes - 43 MB

In today's show, you will learn that corporate insiders are selling  stocks while retail investors are buying stocks, what 13 million people  losing their unemployment benefits means for the dollar, what the  economic data is telling us about the health of the employment sector  and inflation, and how gold is signalling real yields are likely to go  higher, which will suggests stock prices and crude oil will crash, and  Treasury bond prices will rise.  #BondBullish #DollarBullish #GoldBearis...

$310 Billion of Stocks to Sell By Year-End

November 23, 2020 21:56 - 20 minutes - 27.7 MB

In today's show, you will learn why $310 billion of stocks need to be sold by year end, why 13 million people are going to have less income next year, when the largest 2-week purchase of stocks was, what happens when short interest in the market is at historical lows, what the preliminary PMI data is telling us about the global economy, what it means when the market doesn't move much on vaccine news, how hedge-fund managers are positioned in the futures market, and a look at a few charts. #...

Retail Investors Buy a Record Amount of Stocks!

November 20, 2020 22:32 - 22 minutes - 30.8 MB

In today's show, you will learn why retail investors are cramming into  stocks at the peak, what the end of the Fed's emergency lending programs  means to stocks and bonds, what the recent corporate debt defaults in  China means, why the dollar has been falling and when it will head  higher, what the weekly credit data is telling us about the economy,  what real yields are telling us about the direction of gold, and  evidence stocks are likely headed lower. #BondBullish #DollarBullish #Gold...

Home Builder Optimism at Record Highs

November 18, 2020 21:55 - 22 minutes - 30.8 MB

In today's show, you will learn why speculators are betting big against  the long bond, if home builders will be right on their big bet on the  housing market, how the dealers can force the Fed and investors to buy  bonds, and how hedge-fund managers are positioned. The Inflation Deflation Paradox With Steve Van Metre https://youtu.be/ZfgvDsbTlws #BondBullish #DollarBullish #SiegeHasEnded Have a question for the show? Have a question for the show? From time to time I answer your questio...

The Fed Needs More QE!

November 16, 2020 22:22 - 22 minutes - 30.7 MB

In today's show, you will learn why JPMorgan is calling for more QE, why JPMorgan is wrong, what the relationship is between debt and Treasury yields, what the H.8 says about global growth, why tight lending standards say there isn't growth coming, how total payrolls for production and non-supervisory employees show no growth, and why speculators are driving yields higher in anticipation of economic growth. Plus we'll also look at a recent article from Jeff Snider. COT B-und? https://alham...

Banks Buy Bonds While Retail Buys Stocks

November 13, 2020 22:35 - 22 minutes - 30.9 MB

In today's show, you will learn how Treasury yields are headed lower by  using basic subtraction, what the fastest growing part of the banks  balance sheet is, why stocks are rising, and what the economic data says  about the health of the economy. #BondBullish #DollarBullish #LowerYields Have a question for the show? 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/ab...

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