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Posts Tagged: stagflation
Nick Hodge discusses the macroeconomic factors moving markets, the Chinese economy, and investing trends in both the copper and lithium markets, along with their related...
Wed 16 Oct, 2024
4 comments
Nick Hodge outlines the multiple macroeconomic factors behind the recent market volatility in US equities and commodities. He points to rate-sensitive sectors like gold, utilities, and real estate as...
Thu 8 Aug, 2024
1 comment
Chris Temple discusses the market moves coming out of the Fed  FOMC meeting and weaker jobs data this week,, where US equities and commodities rolled over on increasing recession concerns...
Fri 2 Aug, 2024
14 comments
Chris Temple shares his main takeaways from the FOMC meeting this week, how any limited rate cuts may just end up being mid-cycle course corrections, the true reality as it relates to consumer...
Thu 13 Jun, 2024
22 comments
John Rubino discusses his outlook on gold, silver, precious metal producers earnings reports, the narrative versus the reality around margins, the poor sector sentiment, and key recent newsflow from...
Tue 20 Feb, 2024
2 comments
John Rubino, with a wide-ranging discussion on the macroeconomic environment that will lead to riding multi-part waves in the energy commodities like oil, copper, and...
Tue 5 Sep, 2023
12 comments
Craig Hemke reviews the upcoming economic data points to watch over the next 2 weeks, in continued choppy...
Thu 27 Apr, 2023
26 comments
Craig Hemke reviews the key economic news on tap, the larger bear market in equities, precious metals, the US dollar, stagflation, central bank policies, what may break, and the physical silver...
Thu 27 Oct, 2022
41 comments
Welcome to this week’s Weekend Show! It was a Fed week that as expected lead to volatility in the markets, especially after the press...
Sat 30 Jul, 2022
115 comments
More stagflation

Craig Hemke – Did We Just See The First Signal Of A Powell Pivot?

Craig Hemke discusses the recent bounce in most markets after the FOMC press conference and GDP numbers were released. 

Thu 28 Jul, 2022
10 comments

Ed Moya – If Investors Are Staying Defensive Will It Be The Dollar that Benefits Or Something Else?

Ed Moya, Senior Market Analyst at OANDA joins us to recap earnings season so far and share his major takeaways. Is the job market that…

Mon 25 Jul, 2022
20 comments

Weekend Show – Markets and Metals – A Focus On Short Term Trading Strategies And What Investments Work During Stagflation

Welcome to Weekend Edition of the KE Report. On this Weekend’s Show we feature Dana Lyons and Axel Merk. The focus is past the Fed…

Sat 23 Jul, 2022
66 comments

Craig Hemke – When Money Dies – The Coming Stagflationary Recession

Craig Hemke, Founder and Editor of TF Metals Report, discusses the key macroeconomic drivers he’s watching that are feeding the stagflation backdrop.

Thu 2 Jun, 2022
34 comments

Mike Larson – Big, Boring, And Beautiful Defensive Portfolio Positioning

Mike Larson, Editor of The Safe Money Report, joins us to outline the big, boring, and beautiful defensive portfolio positioning

Wed 18 May, 2022
33 comments

Weekend Show – Investing Game Plans For A True Bear Market; US Markets, Gold and Silver and Commodities

Well that was sure an ugly week for the financial markets. Nothing was safe from the selloffs that carried over from last week and picked…

Sat 14 May, 2022
38 comments

Craig Hemke – Fed Rate Hikes, Dollar Strength, Inflation, GDP Weakness, Stagflation, Gold, Silver, Miners

Craig Hemke, reviews the recent corrective moves in the precious metals and commodities sector, central bank policy, and a strong US dollar.

Thu 28 Apr, 2022
24 comments

Jordan Roy-Byrne – How Precious Metals Will React To The Rate Of Inflation, Real Interest Rates, Stagflation, And Fed Monetary Policy

Jordan Roy-Byrne discusses how the rate of inflation, real interest rates, stagflation, Fed monetary policy will affect gold and gold stocks. 

Wed 27 Apr, 2022
41 comments

Craig Hemke – Macroeconomic Factors Keeping Commodities And Precious Metals Well Bid

Craig Hemke reviews the continued moves higher in the precious metals and commodities sector, and the macroeconomic factors driving these trends.

Thu 14 Apr, 2022
14 comments

Joel Elconin – Inverted Yield Curve, Energy Prices and High Yield Investments

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMarket Prep website joins us to discuss the potential of a recession…

Tue 5 Apr, 2022
21 comments

Josef Schachter – Geopolitical War Premium And Capacity Issues Drive Recent Highs in Oil and Natural Gas

Josef Schachter, Founder and Editor of the Schachter Energy Report, joins us to review the volatility in energy sector and the recent surge to new highs in crude oil.

Wed 26 Jan, 2022
5 comments

John Rubino – With Fed Policy, You Don’t Get A Crisis-Free Future

John Rubino, Founder of the Dollar Collapse website, joins us to discuss the market trends for 2022 in interest rates, bonds, GDP growth estimates, inflation, stagflation, market volatility, and gold.  

Mon 17 Jan, 2022
43 comments

Inflation / Deflation / Stagflation – What environment are we in for?

Chris Temple joins me to outline why he thinks we all need to be considering a stagflation environment. We look to copper and yields creeping…

Wed 21 Oct, 2020
68 comments

Hour 1 – Upbeat US Data Stagflation, and Resource Stock Hot Spots

Well it was another sideways week for many sectors, including the US markets. Unfortunately the gold stocks started to get hit in the last couple…

Sat 20 Apr, 2019
45 comments

Hour 1 – Here’s Why A Defensive Portfolio Is The Best Portfolio Right Now

Another volatile week for the markets. Initially it sounded like there was a little progress made in the trade war/tariff talks between China and the…

Sat 8 Dec, 2018
19 comments

Stagflation and Market Liquidity

Chris Temple shares some overarching themes for investors to consider post all the noise of this week with the mid-terms and Fed. Stagflation is on…

Mon 5 Nov, 2018
5 comments

Oil and Base Metals Establishing Higher Ranges Is Part Of A Larger Story

Doc joins me today with a look at a couple markets that are establishing higher ranges. Crude oil and base metals, such as copper and…

Mon 9 Apr, 2018
8 comments

Stagflation for the new world and economy

Slow economic growth combined with slowly rising commodity prices and underemployment all play into the stagflation narrative. There is a distinction between stagflation that we…

Thu 11 May, 2017
5 comments