Jonathan Ferro highlights the market-moving news you need to know with 30 minutes dedicated to fixed-income. Featuring a round-table including PGIM’s Greg Peters, Schwab’s Kathy Jones and FS Investments’ Troy Gayeski.
——–
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more:
Connect with us on…
Twitter:
Facebook:
Instagram:
source
DO THE MATH THIS IS ALL BECAUSE OF ABSURDLY FROTHY US$'S VALUE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) ———– > DO THE MATH ———– > AGAIN AND AGAIN ONLY SAFE HAVEN ASSETS ARE GOLD + OIL AND IT'S A GREAT TIME TO GRADUALLY BUY YEN INTO THE 4TH Q!!!!!!!!!! AGAIN —— > GOLD PRICE WILL BE IN 3.5K$ THIS YEAR + OIL PRICE WILL BE IN 140$ BB/LS BY THE END OF SEP AND IT WILL BE IN THE RANGE OF 200$ BB/LS TO 240$ BB/LS IN 2023-2024!!!!!!!!!!!!!!!!:) THIS IS AGAIN ALL CAUSED BY THE MOST SERIOUS FINANCIAL ENGINEERING PROBLEMS BY THE FED ECB PBOC + !!!!!!!!!!!!!!!!!:)
OF COURSE MOST OF PEOPLE DO NOT UNDERSTAND HOW THE FINANCIAL ENGINEERING PROBLEMS WORKS AGAINST BASED ON ABSURDLY FROTHY US$ ————- > P.S WE ARE SEEING THE LAST MOMENT OF BITCOIN ———- WHO DENIES THE FACT?! AND AGAIN THERE WILL BE ANOTHER SUPER COLLAPSE VERY VERY SOOON!!!!!!!!!!!!!!!!!!!!!!!:) DO THE MATH!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)
DO THE MATH ——— > UNDER CURRENT FINANCIAL ENGINEERING PROBLEMS MORE AND MORE CAUSED BY THE FED ——- > MOST OF PEOPLE DO NOT UNDERSTAND MEANS MORE AND MORE US$'S ABSURDLY STRENGTH MEANS ——— > DO THE MATH!!!!!!!!!!!!!!! ——— > THERE WILL BE NO PEAK OF INFLATION UNTIL THE US CPI REACHES AT (+) 14% LEVEL COMING QUARTERS BECAUSE US FED HAS LOST NOT ONLY ITS CREDIBILITY BUT ALSO IT IS TOTALLY LOST NOW!!!!!!!!!!!!!!:)
DO THE MATH THAT THERE WILL NO MORE HIKE OF ONLY + 62 – + 63% LABOR PARTICIPATION % IN US ECONOMY!!!!!!!!!! AND INDEED IT WILL BE GOING DOWN AND DOWN EVEN BELOW (-)60% IN THE 4TH Q MEANS U6 UNEMPLOYMENT RATE IS GOING HIGHER AND HIGHER OVER 10% IN THE END OF 2022!!!!!!!!!!!!!!!!!!!!!!!!!!:) HOWEVER STILL US 10YR YIELD IS HOVERING AROUND + 3%??? <. ———– NO WAY!!!!!!!!!!:) IT SHOULD BE GOING UP AND UP TO THE LEVEL OF (+) 4.5% AT LEAST!!!!!!!!!!!!!!!!!!!!!!!:)
AGAIN US LABOR PARTICIPATION % GOING EVEN BELOW FROM NOW AT 62.3% TO 58.7% – 58.9% IN THE 4TH Q OF 2022 MEANS AGAIN U6 UNEMPLOYMENT RATE WILL BE UP AND UP + 10% FROM + 7.0%.< ——- WHERE IT IS NOW!!!!!!!!!!!!!!!:) ——— >. DO THE MATH THAT THERE WILL NO MORE HIKE OF ONLY + 62 – + 63% LABOR PARTICIPATION % IN US ECONOMY!!!!!!!!!! AND INDEED IT WILL BE GOING DOWN AND DOWN EVEN BELOW (-)60% IN THE 4TH Q MEANS U6 UNEMPLOYMENT RATE IS GOING HIGHER AND HIGHER OVER 10% IN THE END OF 2022!!!!!!!!!!!!!!!!!!!!!!!!!!:) HOWEVER STILL US 10YR YIELD IS HOVERING AROUND + 3%??? <. ———– NO WAY!!!!!!!!!!:) IT SHOULD BE GOING UP AND UP TO THE LEVEL OF (+) 4.5% AT LEAST!!!!!!!!!!!!!!!!!!!!!!!:)
P.S AGAIN AND AGAIN. ———- >. AS I'VE SAID MANY TIMES SINCE 3RD Q OF 2021 THAT ——— > WE ARE SEEING THE LAST MOMENT OF US$ (= BITCOIN)!!!!!!!!!!!!!!!!!!!:) TOOOOOOOOOOOOOOOOOOOOOOOOOOOOO MUCH FROTHY US$'S LOSING THE BIGGEST RESERVE CURRENCY STATUS HAS ANY OTHER OPTIONS??? NOPE!!!!!!!!!!!!!!!!!!!!!!:) IT IS 1+ 1= 2 MATH MATTER!!!!!!!!!!!!!!!!!!!!!!!!!!!:)
DO THE MATH ———— > THIS IS ALL BECAUSE OF ABSURDLY FROTHY US$'S VALUE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) ————— > AGAIN AND AGAIN ONLY SAFE HAVEN ASSETS ARE GOLD + OIL AND IT'S A GREAT TIME TO GRADUALLY BUY YEN INTO THE 4TH Q!!!!!!!!!! AGAIN —— > GOLD PRICE WILL BE IN 3.5K$ THIS YEAR + OIL PRICE WILL BE IN 140$ BB/LS BY THE END OF SEP AND IT WILL BE IN THE RANGE OF 200$ BB/LS TO 240$ BB/LS IN 2023-2024!!!!!!!!!!!!!!!!:) THIS IS AGAIN ALL CAUSED BY THE MOST SERIOUS FINANCIAL ENGINEERING PROBLEMS BY THE FED ECB PBOC + !!!!!!!!!!!!!!!!!:)
DO THE MATH ——— >. US$'S TERRIBLY BUBBLED VALUES THAT DO THE MATH NOW EVERYTHING LIKE STOCKS BONDS CURRENCIES FROM ALL OVER THE WORLD + EVEN GOLD & OIL IN TERMS OF US$ ———- THOSE PRICES AND VALUES ARE RESTARTING DEPRECIATED BASED ON US$ + US T-BONDS < ————- MAKE ANY SENSE?!!!!!!!!!!!!!!:) IN OTHER WORDS EVERY ASSETS EXCEPT US$ + T-BONDS IN THE WORLD ARE GETTING DOWN < ——– MAKE ANY SENSE?!!!!!!!!!!:) < ———- DO THE MATH NO MORE SUCH THING WILL BE GOING ON AND ON < ———— THOSE US INFLATION EXPORTING TIME TO ALL OVER THE WORLD THROUGH ITS TOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO MUCH BUBBLED US$ HAS EXPIRED ALREADY!!!!!!!!!!!!!!!!!!!!!!!:)
DO THE MATH ———– >. THERE WILL BE NO MORE KING US$ IN THE FINANCIAL SYSTEM UNDERSTAND?!!!!!!:) DO THE MATH!!!!!!!!!!!!!! THE TIME HAS EXPIRED BASED ON TOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO MUCH SKEWED US T-BONDS YIELDS AGAIN AND AGAIN AGAIN AND AGAIN AND AGAIN MEANS MORE AND MORE SUPER STAGFLATION COMING TO HIT THE ECONOMY ESP US + EUROPE + CHINA ———– > IN OTHER WORDS EVERY ASSETS EXCEPT US$ + T-BONDS IN THE WORLD ARE GETTING DOWN < ——– MAKE ANY SENSE?!!!!!!!!!!:) < ———- DO THE MATH NO MORE SUCH THING WILL BE GOING ON AND ON < ———— THOSE US INFLATION EXPORTING TIME TO ALL OVER THE WORLD THROUGH ITS TOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO MUCH BUBBLED US$ HAS EXPIRED ALREADY!!!!!!!!!!!!!!!!!!!!!!!:)
AGAIN AND AGAIN IT'S AN ENORMOUS TIME TO BUY GOLD + OIL!!!!!!!!!!!!!!!!!!!!!!!!!!:) AND IN TERMS OF CURRENCY, IT'S A BIG TIME TO BUY 'YEN' GRADUALLY INTO THE 4TH Q!!!!!!!!!!!!!!!!!!!!:)
P.S AS I'VE SAID MANY TIMES ALREADY SINCE 3RD Q OF 2021 ———- > WE ARE SEEING THE LAST MOMENT OF BITCOIN (= THE END OF US$)!!!!!!!!!!!!!!!!!!!!!!!!!!!:) WHO DENIES THE FACT?!!!!!!!!!!!!!!!!!!!:)
DO THE MATH ——— >. OIL PRICE WILL BE IN THE RANGE OF 140$ BB/LS BEFORE END OF SEP + GOLD PRICE WILL BE OVER 2K$ IN 3RD Q AND IT WILL BE EVENTUALLY GOING UP AND UP TO THE LEVEL OF 3.5K$ BY THE END OF 2022!!!!!!!!!!!!!!!!!!!!!!:)
MORE US$'S BUBBLES MEANS MORE SUPER STAGFLATION ———– > THIS IS A TOTALLY NEW MARKET DYNAMICS FOR MANY YEARS TO COME!!!!!!!!!:)
DO THE MATH THAT ——– > AS A MATTER OF FACT THAT NOW OIL + GOLD PRICES ARE SOARING UP AND UP EVERYWHERE IN THE WORLD BECAUSE OF US$'S BUBBLED VALUE ———- > SO NO MEANING TO HAVE THE TERRIBLY BUBBLED US$!!!!!!!!!:) IN CONCLUSION WHICH ONE IS BETTER THAT HAVING US$ OR ASSETS IN OTHER ECONOMIES IN THE WORLD ESP ASIAN COUNTRIES!!!!!!:) AGAIN US$ IS BEING EXPIRED AS THE WORLD BIGGEST RESERVE CURRENCY!!!!!!!!!!!:0
WE JUST SAW ——– > FOR JUNE ISM MANUFACTURING INDEX IS 53 FROM 56.1 IN MANY MEANS WE ARE SEEING THE UNEMPLOYMENT RATE GOING UP AND UP NOW MEANS WE WILL SEE FOR JUNE NON FARM PAYROLL DRSTICALLY DOWN TO EVEN BELOW 300K AND ITS UNEMPLOYMENT RATE WILL BE 3.8% + /-!!!!!!!!!:)
Hundred percent guarantee census
Double digits in July,
Round the world.
AGAIN AND AGAIN CHECK THIS OUT THAT ——– > US ECONOMY CONSECUTIVELY (-) 1.8% – (-) 2.0% GROWTH OF 2ND Q AFTER 1ST Q (-) 1.6% + JUNE NON FARM PAYROLL WILL BE UNDER 300K AND WE WILL SEE JUNE UNEMPLOYMENT RATE GOING UP TO 3.8% FROM 3.6% < ————– HOWEVER JUNE INFLATION WILL BE ANOTHER + 8% RANGE MEANS US ECONOMY IS IN A STAGFLATION!!!!!!!!!!:) < ———– AGAIN AND AGAIN THIS IS ALL BECAUSE OF FINANCIAL ENGINEERING PROBLEMS FROM TOOOOOOOOOOOO MUCH BUBBLED US$'S VALUE!!!!!:)
AGAIN AND AGAIN THE MOST SERIOUS PROBLEM IS THAT THE FED CANNOT DO ANYTHING AGAINST THE STAGFLATION, HAS BEEN TOOOOOOOOOOOOOOOO FIRMLY ENTRENCHED INTO THE ECONOMY BECAUSE THE FED ALREADY HAS BEEN IN THE BIGGEST EVER STALEMATE SITUATION FOR TOOOOOOOOOOOOOOO LONG, AGAIN AND AGAIN IT IS TOOOOOOOOOOOOOOOOOO LATE TO FIX THE FINANCIAL ENGINEERING PROBLEMS!!!!!!!!:)
AGAIN AND AGAIN ONLY SAFE HAVEN ASSETS ARE GOLD + OIL AND GOLD PRICE WILL BE OVER 2K$ VERY VERY SOON AND OIL PRICE WILL BE IN THE RANGE OF 140$ BB/LS BEFORE END OF SEP!!!!!!!!!!!!!!:) AND IT'S A BIG TIME TO BUY YEN GRADUALLY INTO THE 4TH Q!!!!!!!!!!!!!!:)
SOLVE PROBLEMS EURO-UNION AND ASIA
РЕШИТЬ ПРОБЛЕМЫ ЕВРОСОЮЗА И АЗИИ
——————————————————————————-
европа может закупать газ и нефть из региона азии
еurope can buy gas and oil from the аsian region
LONG STORY SHORT THAT JUST CHECK THIS OUT ———— > IF YOU BOUGHT GOLD ABOUT 5YEARS AGO, YOU WOULD HAVE MADE A MORE THAN +82% – + 89% PROFITS SINCE THEN + WHAT ABOUT OIL? YOU WOULD HAVE MADE A GREAT PROFIT SINCE 1ST HALF OF 2021 TILL NOW!!!!!!!!!!!!!!!!!:) < ————— AGAIN AND AGAIN CASH ( US$ BITCON CHINA YUAN(H.K$) EURO) IS TRASH!!!!!!!!!!!!!!!!!!!!:)
AGAIN AND AGIAN WHAT ELSE CAN YOU HEDGE AGAINST THE STAGFLATION EXCEPT GOLD (+YEN) + OIL?!!!!!!!!!!!!!!!!!!!!!!!!! BECAUSE OF 'GOING DEEPER AND DEEPER' FINANCIAL ENGINEERING OF THE FED ESP IN THE T- BONDS SYSTEM ———- > GOLD PRICE IS VERY VERY SOON GOING OVER 2K$ AND OIL PRICE WILL BE IN THE 140$ BB/LS BY THE END OF SEP 2022!!!!!!!!!!!!!!!!!!!!!!:) AND IT'S A GREAT TIME TO BUY YEN GRADUALLY INTO THE 4TH Q!!!!!!!!!!!!!!!!!!!!!!!!!:)
AGAIN AND AGAIN AS I'VE SAID MANY TIMES THAT ———— > WHO IS GOING TO BUY 9T$ (SPECIAL) DEBT SINCE 2008 ESP FROM 4.5T$- 5T$ BY BIDEN REGIME ONLY?!!!!!!!!!!!!!!! = US T- BONDS + MBS OF US FED?!!!!!!!!!!!!!!!!!!!!!!!:) < ————– AGAIN AND AGAIN 0% EXAGGERATION THAT!!!!!!!!!!!!!!!!!! ——— > AS I'VE SAID MANY TIMES ALREADY WE ARE SEEING THE LAST MOMENT OF US$ (+ BITCOIN EURO CHINA YUAN(+H.K$)) < ————— AGAIN AND AGAIN SELL OFF EVERYTHING RELATED WITH CHINA + REAL ESTATE SECTOR!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)
DO THE MATH AGAIN AND AGAIN 0% EXAGGERATION FACT IS THAT!!!!!!!!!!!!!!!!!! ——— > WE ARE SEEING THE LAST MOMENT OF US$ (+ BITCOIN EURO CHINA YUAN(+H.K$)) < ————— AGAIN AND AGAIN SELL OFF EVERYTHING RELATED WITH CHINA + REAL ESTATE SECTOR!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)
How does stagflation start the vendor knows that if he just holds his inventory longer he can get a higher price and so he hoards the inventory by marking up the prices but since nothing is moving he fires his employees they see the wages going up so they don't want to get a job until they just git higher everybody is out and out of work and the ships are waiting in the LA harbor