“Controlled Demolition” Of Markets The Fed’s Endgame? | DiMartino Booth

Many argue that Fed policy is the main reason financial assets rose to record highs over the past decade.

Many also argue that the horrible performance of both stocks AND bonds this year are due to a switch in Fed policy.

Which, mind you, was made to combat raging inflation, which can also be argued the Fed is responsible for creating.

So with the Fed now hiking rates and kicking off Quantitative Tightening, right after GDP shrank in Q1, will it pop the bubbles in the financial, housing and jobs markets, plunging us into recession?

To find out, we asked former Fed advisor Danielle DiMartino Booth.

Danielle worked with Richard Fisher at the Federal Reserve Bank of Dallas during the GFC — she knows the Fed, as well as the people running it, very well.

And she predicts that Fed Chair Jerome Powell is much more committed to doing “whatever it takes” to bring inflation under control, even if that means sacrificing the markets or, yes, even starting a recession

To understand why & what that will mean for investors, watch this new video interview with Danielle DiMartino Booth.

Is The Fed Condemning Us To Stagflation? | Axel Merk

Markets remain quite bruised and bat

tered as investors digest the results of last week’s Federal Reserve Open Market Committee decisions & Chairman Powell’s latest guidance.

The Fed continues talking tough about its commitment to fighting inflation. Is it willing to sacrifice the markets in this pursuit?

To discuss this, we welcome back Axel Merk, President and Chief Investment Officer of Merk Investments to the program. Axel is one of the most connected Fed-watchers we know, and he just spent time at a closed-door event with several of the top economic policymakers in the country, like former US Treasury Secretary & Director of the National Economic Council Larry Summers and James Bullard, St Louis Fed President.

We also discuss the new staglation ETF Axel and his team just launched (ticker: STGF)

Weekly Market Recap: How High Will Yields Go?

Yields on credit are rising fast.

How high will they go?

Or, more importantly: At what % will the economy and markets start buckling?

And even more importantly: How high is Federal Reserve Chair Jerome Powell able to stomach raising interest rates before being forced to pivot?

This really is the THE key question today.

It’s a sad reality that so much of the fate of the world now hangs in the balance of what

a single individual will decide to do.

Lance and I grapple head-on with how investors should prepare for whatever Powell decides.

To hear our counsel, watch this weekend’s Weekly Market Recap with Lance and me.