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/biz/ - Business & Finance


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56002119 No.56002119 [Reply] [Original]

>> No.56003667

You mean yield rising and price falling therefore people selling and next step Fed buying all the bonds?

That's right, I do have zero financial education or knowledge.

>> No.56003777

>>56003667
His prediction is basically, that long dated bonds losing value means, that the market is losing faith in the Fed being able to handle inflation. So, the Fed cant lower rates, as it usually does, in response to a slowing economy without giving up its fight against inflation. The market is basically calling the Feds bluff and the decades long shellgame is coming to an end.

https://www.youtube.com/watch?v=LLE1Y06id1M

>> No.56003926

>>56002119
Explain it to me like I'm retarded.

>> No.56003936

>>56003926
buy gold

>> No.56003954

>>56003926
I tried to explain it here. >>56003777 It comes down to that the Fed can either fight inflation or save the economy by printing money.
Long dated bonds going up, means the market losing faith.

>> No.56003957

buying gold in 2011 was his previous

>> No.56003965

>>56003954
*bond yields going up

>> No.56004077
File: 94 KB, 998x774, IMG_6152.jpg [View same] [iqdb] [saucenao] [google]
56004077

>>56003777
Checked
The fed has no intention on fighting inflation. They’re just loading up the rate bazooka so they can do something when shit goes caput

>> No.56005327
File: 1.77 MB, 498x284, 5745334353.gif [View same] [iqdb] [saucenao] [google]
56005327

>>56004077
And thats what the Bond market is starting to figure out

>> No.56005384

I love treasuries bros

>> No.56005451

>>56005384
So you like losing money

>> No.56005466

>>56005451
I’ve only been in them for a little over a year, my yield has been well over 5%, and have been keeping it short term. That being said if the yields move contango I will definitely go longer

>> No.56005535

>>56004077
tf is this supposed to mean?

>> No.56005592

>>56005535
It means they’re raising rates only so they have a “tool” to “fix” the economy with more QE and rate cuts when it finally shits the bed entirely

>> No.56005616

>>56005592
Agreed. Can’t wait to be locked into a 30 yr at 5% when markets completely shit the bed drool
Verification not required

>> No.56005667

Hypothetically, if jpow just cranks those interest rates until inflation hits 2%, what would be the collateral damage? If niggers, illegals and ukrainians can't get their gibs anymore and I live in a 99.5% white community, how does that cause me to lose any sleep?

>> No.56005693

>>56005667
You’ll have to get a job

>> No.56005707

>>56004077
i agree.
And Schiff was proven correct in 2021, if you look back to the rates moving higher through QE and even frontrunning the Fed in moving higher even as Central Banks around the world promised ZIRP indefinitely.
In other words, the FOMC already lost control, in 2021, they were just able to say that they switching to tightening from easing because the bond market was capitulating in real time while they held zero.
The same is occuring now, and across several economies.
In Canada, the rate in March was 2.5%, while the BoC had paused in December, yet rose to 4%+ by this summer. The Bond market is still a living breathing thing believe it or not lmfao. There are still human beings in there that don't want to get inflated away lol.
After all this time I really thought the debt market was just braindead to be holding those notes while they paid basically negative rates. The Fed will give everybody a bid, and everybody is going to hit that bid. It will be artfiicially high, and they will do it for the entirety of the privately held bond market. That's 24 trillion, that's coming. Don't know when but must be sometime soon because people are literally going bankrupt out here with these interest rates. It's not just mortgages (which everybody tells me is meaningless because everybody has a 2% 30 yr fixed lol) but other things that people leveraged into, including discretionary spending lmfao.

>> No.56005715
File: 3.98 MB, 1920x1080, 1693253599110535.webm [View same] [iqdb] [saucenao] [google]
56005715

>>56002119
What the fuck does that mean? Liquidity is gone?

>> No.56005774

>>56005715
Today was a very unusual day. Totally unexpected moves.
Expert anon made some very intersing posts about it today:

>>56000994
>>56001092
>>56001107

>> No.56006001

>>56005774
*interesting

>> No.56007068

>>56003777
>coming to an end
Okay so.. they keep raising rates or let the currency die?

>> No.56007178

>>56002119
didnt that alreay happen? i thought long dated bonds were inverted for the past year already

>> No.56007189
File: 123 KB, 574x863, 1693359802204391.jpg [View same] [iqdb] [saucenao] [google]
56007189

>>56002119
Schiff still does his podcast? Last I checked everything on his channel was clips of his CNBC interviews like the podcast had just been a place holder this whole time until the MSM took him back.

>> No.56007192

>>56005616
>>56005592
i cant wait. the mexicans will all be forced to go back home when they realize they cant afford food becaue their minimum wage under the table jobs dont pay enough to cover a devalued USD $40 big mac.

inflation is the greatest thing to ever happen to us, it gets rid of the poors while we just enjoy our assets gaining value from other monied chad gentry

>> No.56007194

Yes the long end of the curve snapping up rather than hikes and the front end dropping radically is the SHTF scenario. Could you imagine if the AGG loses another fucking 20%, that’s insane

But also fuck Peter schiff

>> No.56007206
File: 114 KB, 1025x577, A3F095C7-D1F2-4938-A787-151806F49372.jpg [View same] [iqdb] [saucenao] [google]
56007206

Obligatory Hussman post as well since linear algebra already solved the markets

>> No.56007223
File: 122 KB, 640x849, 1693279581697643.jpg [View same] [iqdb] [saucenao] [google]
56007223

>>56005535
It means that the roller coaster that is central bank managed markets is reaching the top and about to roll back down soon. The Fed raising rates this whole time was just to make sure that they have enough quantitative easing momentum to climb back up the other side when it happens.

>> No.56007358

>>56007206
So the blue line always rises to meet the red and green lines eventually? Am I reading this right?

>> No.56008579
File: 73 KB, 1280x720, l0QwXu-mgow.jpg [View same] [iqdb] [saucenao] [google]
56008579

>>56007189
Yes he does, they just dont get listed on his channel, for some reason

His latest podcast is just several hours ago:

https://www.youtube.com/watch?v=l0QwXu-mgow

>> No.56009332

>>56007178
Inversion means short dated bond yields being higher than long dated bond yields.

>> No.56009490

>>56005707
You sour like a retarded bobo. The recession was already priced in, the same way Schiff inflation would not drop below 4% and right now is way below that at 2%.

>> No.56009514

>>56009490
Its not at 2%. Youre hallucinating

>> No.56009593

>>56009490
Literally, where do you get that 2% inflation from?

>> No.56010017

>>56002119
peter schiff is a faggot and i hope he dies a horrible death.

>> No.56010909

>>56010017
Thats uncalled for

>> No.56011237

Not sure if this is a good indicator of where we are, but I'm seeing some half decent macro threads on biz recently. I like it.

>> No.56011253

>>56003926
just fucking read

>> No.56011261

>>56002119
nothing ever happens

>> No.56011273

>>56005535
frfr why is everything finance-related esoteric nonsense. this shit is astrology for men

>> No.56011306

>>56004077
why is this retard talking about the FED when he is the biggest dollar bull there is??

>> No.56011365

>>56003777
Folks this is it. The moment we've been waiting for. It's time to buy more physical silver than ever.

>> No.56011778

>>56011253
I can read all day, but I don't comprehend. Hence the retardation.

>> No.56011832

>>56011778
Basically, if long dated Bond yields are low, the market has confidence that the Fed will bring inflation down. Bond yields need to be higher than the inflation you are expecting or there is no popint in having them.
Now, if long dated Bond yields are low, the market has confidence, that inflation is temporary and the Fed can fix it.
If they go high, the market thinks infation is here to stay. Contrary to everything the Fed says. High bond yields will create problems for the government, whos deficit is sky high, and for housing mortgages and so on.

>> No.56012410

>>56011832

To explain it even simpler we printed a huge amount of cash and now we're trying to reign in the money supply without breaking the economy and a lot of people are nervous about if it will work or not.

>> No.56012467

We need orange man back in office. No matter how bearish Powell talks Trump can talk us into a better economic outlook. Our economy is based on fake stats and speeches. Trump can manipulate the narrative and also get people back to work and make them feel good about spending.

>> No.56012483

>>56012467

lmao trump is a limp dick

>> No.56012487

>>56010909
go back >>>/reddit/

>> No.56012529

>>56012410
Well, the market has just called the bluff on that on Friday

>>56000994
>>56001092
>>56001107

>> No.56012732

>>56003777
>800B added to deficits
so, what's the excuse for QE is going to be this time around?

>> No.56012985

>>56012732
world war iii

>> No.56013054

>>56005667
You will be taxed more to pay for gibs. You will not have a white society ever again goyim