In 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

In 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.

In 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.

In today's show, a macro thesis update!

#BondBullish #DollarBullish #MacroThesis

In 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  Short 2.0.

Macroeconomics, Media and Mindset – w. Steven Van Metre – Part 1 – Ep. 84

https://creativereturn.ca/podcast/steven-van-metre/

#BondBullish #DollarBullish #RRP #ReverseRepo

In 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  Short 2.0.

In 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 Prices and Interest Rates

https://stevenvanmetre.com/2021/05/14/consumer-prices-and-interest-rates/

#BondBullish #DollarBullish #QuantitativeEasing #ProducerPriceIndex

In 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.

In 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.

In 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™.