Altered long-term trends: Quantitative Tightening policy

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Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at altered long-term trends in the bond, equities, forex, and real estate markets, caused by the Fed’s new Quantitative Tightening policy. (See the Tangibles Investing section.)

Precious Metals:

Egon Von Greyerz: The West – A Vicious Cycle Of Self-Destruction.

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Gold Market to Look Past Fed Rate Hikes.

Economy & Finance:

John Hussman: Repricing a Market Priced for Zero. Here is a quote:

“Faced with a zero-interest rate world that combined ‘fear of missing out’ with a belief that ‘there is no alternative’ to yield-seeking speculation, investors unwittingly drove the most reliable stock market valuation measures to levels beyond the 1929 and 2000 extremes. Unfortunately, those valuations also imply dismal long-term returns in any world not permanently dominated by FOMO and TINA psychology. Measured from the recent bubble peak, the likely consequence will be a long, interesting, 10-20 year trip to nowhere for the S&P 500.”

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At The WSJ: Fed’s Quantitative Tightening Throws a Wrench Into Mortgage-Bond Market.

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UBS: What impact will QT have on financial markets?

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Quantitative Tightening Will Slow Deposit Growth, Put Modest Upward Pressure on Yields.

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A view from Across The Pond: What will be the consequence of quantitative tightening?

Commodities:

The latest World Bank Pink Sheet looks troubling.

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Parents are driving 3 to 4 HOURS just to find baby formula.

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OilPrice News reports: The Next Frontiers In The Lithium Boom.

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The Slow Rebound Of Upstream Oil Investment.

Inflation Watch:

The ShadowStats numbers are worsening.

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Foodservice inflation may be worse than it looks.

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Inflation Raging in 2022: Anticipating 2023 COLA? CPI-W Up 9.4% in One Year.

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Cash Handouts to Danes Could Worsen Inflation, Central Banker Warns.

Forex & Cryptos:

How monetary policy affects currency trading.

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EUR/USD Forecast for 2022-2026 and Beyond.

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Inflation in Turkey rises to 70%, according to official data, a 20-year high.

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Australia: Stronger A$ in sight before key inflation data

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The United States turns its attention to stablecoin regulation.

Tangibles Investing:

Coin collecting is big business on social media.

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Are you stacking magazines? You may have noticed that Palmetto State Armory (one of our affiliate advertisers) often has AR-15/M16 magazines on sale. I take advantage of these sales and stock up in quantity, particularly on MagPul PMAGs and black Teflon-coated Mil-Spec alloy magazines. Given the  increasing rate of currency inflation, those magazines are literally better than “money in the bank.”  Stock up!

Provisos:

SurvivalBlog and its Editors are not paid investment counselors or advisers. Please see our Provisos page for our detailed disclaimers.

News Tips:

Please send your economics and investing news tips to JWR. (Either via e-mail or via our Contact form.) These are often especially relevant because they come from folks who closely watch specific markets. If you spot any news that would be of interest to SurvivalBlog readers, then please send it in. News items from local news outlets that are missed by the news wire services are especially appreciated. And it need not be only about commodities and precious metals. Thanks!



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