Bank of England Chief Economist Huw Pill warns it’s becoming harder to tell how much monetary policy is weighing on demand https://t.co/FmwgLLIyi7 ...

Let's start with the these Fed officials chiming in because this was interesting Danielle. This made headlines. You got Beth Hammock saying rates could be on hold for quite some time and then you had Lorie Logan echoing that saying current policy stance appropriate she says. I mean what did you make of that Danielle? That does not sound like two Fed officials who are you know jumping here itching to to cut rates because of this labor market. >> Uh it certainly does not. Um, and I would venture to say that t ...

Core Viewpoint - The recent surge in silver prices has led to significant inflows into inverse leveraged products like ProShares UltraSHORT Silver (ZSL), indicating a lack of confidence in the sustainability of silver's rally [2]. Group 1: Market Dynamics - ZSL experienced $327 million in inflows over two weeks as silver surpassed $115 per ounce, reflecting a bearish sentiment towards silver's price trajectory [2]. - The U.S. dollar's strength is a critical macro driver for ZSL, as it typically moves inversely to non-yielding assets like silver. A hawkish Federal Reserve can lead to a stronger dollar, negatively impacting silver prices [4]. - Following the nomination of Kevin Warsh as Federal Reserve Chairman, silver prices plummeted by 35.6% in five trading days, causing a spike in ZSL [4]. Group 2: Product Risks - ZSL has declined by 92% over the past year, while silver prices have more than doubled, highlighting the inherent risks of inverse leveraged products during sustained rallies [3][7]. - The daily reset mechanism of ZSL, which aims to deliver twice the opposite performance of silver, leads to volatility decay, making it unsuitable for long-term investments [5][7]. - Technical indicators for silver show extreme volatility, with the Relative Strength Index (RSI) dropping from 82.69 to 43.82, indicating a significant momentum shift [6]. Group 3: Sentiment and Predictions - Despite recent technical weaknesses in silver, prediction markets still reflect strong bullish sentiment, suggesting traders expect further gains [6]. - The disconnect between technical indicators and market sentiment creates uncertainty, as ZSL may continue to lose value through volatility decay even if silver stabilizes [6].

If Kevin Warsh has flip-flopped on rates, he has been resolute on the main villain in American monetary policy https://t.co/Ky3KRn1ryd ...

If we assume that Warsh truly wants to do his own thing outside of presidential influence. And again, there are there are some people who doubt that is the case. How does he actually display or demonstrate the central bank's independence, when you have a president who likes to talk about interest rates and likes to joke about, you know, "I'm going to sue Warsh if he doesn't lower rates?" I think there would be a couple of things, Tracy, that we'll see pretty soon.I'll let you and your listeners decide if it ...

The Supreme Court is an example of how monetary policy would be shaped under a Kevin Warsh-led Federal Reserve, @johnauthers writes (via @opinion) https://t.co/UPxzY9F4e1 ...

Core Viewpoint - Bitcoin is experiencing a decline in popularity, with a current price drop of 11% and trading 39% lower than its record high from October last year [1][2]. Market Sentiment - The recent dip in Bitcoin's value may be influenced by investor concerns regarding Kevin Warsh, President Trump's nominee for Federal Reserve Chair, who has a hawkish stance on monetary policy, leading to market pessimism about future interest rates [2]. - Despite the bearish sentiment, there is a belief that Bitcoin could rise by 29% from its current price of approximately $77,500 to reach $100,000 by the end of 2026 [2]. Bitcoin's Value Proposition - Bitcoin is likened to a digital version of gold, being global, neutral, and more portable, although it is more volatile and has a shorter lifespan [3]. - The cryptocurrency's scarcity, with a hard cap of 21 million units and predictable halving events, is viewed as a compelling feature that supports its value as a store-of-value asset [4]. Market Dynamics - The broader market is not fully embracing Bitcoin's narrative, as evidenced by the rising price of gold amid geopolitical risks and economic uncertainties [5]. - The macroeconomic environment, including an expanding U.S. federal debt and a 10% increase in the M2 money supply of the four largest central banks, is expected to provide liquidity that could benefit Bitcoin and other risk-on assets [6].

So what exactly is Kevin Worsh's general philosophy on monetary policy. Well, historically Worsh has been hawkish. He believes that controlling inflation through higher interest rates was the correct path to pursue.And for example, he dissented against the ridiculous QE stimulus during the global financial crisis. He made strong arguments that the QE tools would distort markets, risk inflation, and erroneously expand the Fed's remitt outside of its core mandate. Now, you're going to see lots of headlines ab ...

GOOD MORNING. THIS IS HORIZONS MIDDLE EAST AND AFRICA. GOLD AND SILVER PLUNGE EXTENDING A DRAMATIC REVERSAL SINCE FRIDAY, THE SELLOFF EXTENDING IN OTHER PARTS OF THE MARKET WITH STOCKS AND FUTURES ALSO SLUMPING.THE DOLLAR HOLDS GAINS AFTER DONALD TRUMP NOMINATED KEVIN WARSH AS THE NEXT FEDERAL RESERVE CHAIR AND A GEOPOLITICAL RISK RECEIVED AFTER PRESIDENT TRUMP SAYS WASHINGTON IS TALKING WITH IRAN. 9:00 A. M.ACROSS THE EMIRATES. I AM JOUMANNA BERCETCHE IN DUBAI. WHILE THE MARKET MOVES OVER THE WEEKEND.AT TH ...

Kevin Warsh, a former bank executive and Fed Governor during George W. Bush’s presidency, is set to take over from Jay Powell when he leaves t the seat in May, pending confirmation in the Senate. On the heels of Trump's announce I spoke with Fed Governor Stephen Miran who might find a like minded colleague in the new Fed chair.Chairman Designate Warsh has a long and illustrious career and history as a very insightful thinker on monetary policy. I think he's a fantastic pick from the president. I think he's ...