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Fiscal Stimulus Impossible Without Monetary Stimulus To Finance It – Ep. 210


* What a difference a day makes
* Between Tuesday evening, when the markets first began to realize that Donald Trump was going to win the electi…

9 years, 4 months ago

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Making America Great Again Will Be Much Harder Than Voters Think – SchiffReport


* It is Wednesday, November 9, 2016, one day following one of the biggest political upsets in U.S. political history
* As Donald Trump shocked e…

9 years, 4 months ago

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Will A Trump Win Rain On Stock Market’s Clinton Victory Parade? – Ep. 209


* It's not going to be a new record as far as the consecutive days of declines for the U.S stock market
* The 9-day losing streak ended today in…

9 years, 4 months ago

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Stocks Slide As Jobs Report Keeps Rate Hike Possibility Alive – Ep. 208


* Today U.S. stocks extended their losing streak to 9 consecutive days
* We haven't had a losing streak this long since 1980 - that was 36 years…

9 years, 4 months ago

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Is Nov. Trump Victory More Likely Than Dec Rate Hike? – Ep. 207


* Today the possibility of a Fed rate hike in December rose about 10 points
* We're now at about an 80% probability, at least the way the market…

9 years, 4 months ago

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Was Q3 GDP Rigged Just In Time For The Election? Ep. 206


* Yesterday we finally got the release of the initial estimate for Q4 GDP
* The Atlanta Fed had originally come out with an estimate of about 3.…

9 years, 4 months ago

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Markets Ignore Fed’s Bullard One And Done Admission – Ep. 205


* The odds of a  December rate hike continue to ratchet up above 70%
* We had a parade of Fed officials, most recently again today coming out an…

9 years, 5 months ago

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Pace Of Consumer Price Increases Set To Accelerate – Ep. 204


* The official probability of a December rate hike continues to diminish over the last several days
* The markets had the rate hike at about a 7…

9 years, 5 months ago

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Media Trumps Up Obama To Help Clinton – Ep. 203


* It's another week where the dollar remained relatively firmly bid; the dollar index closing just above 98
* Gold prices seem to have a lid on …

9 years, 5 months ago

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Putting The Trump Controversy Into Perspective – Ep.202


* The most highly anticipated presidential debate in history is over and to me, the anticipation was more like a highly-promoted professional boxi…

9 years, 5 months ago

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