Economic Outlook - The economy is experiencing a K-shaped recovery, with a booming industrial renaissance contrasted by headwinds facing consumers [2] - Recent China news poses a slight headwind to the consumer outlook due to potential upward pressure on prices [5] - Strong growth is observed in red book same store retail sales, restaurant visits, and hotel demand, suggesting the economy is still performing well [10] - A key question for the Fed is whether the slowdown in the labor market is due to slower supply (less immigration) or lower demand [8][9] Inflation and Monetary Policy - The biggest underappreciated risk is that the fight against inflation is not over [15] - There's a risk that the Fed cutting rates due to slowing immigration could lead to more inflation, especially with tariffs and a weaker dollar [11] - The consensus view is that inflation over the next 12 months will be 3%, significantly higher than the Fed's 2% target [14] - Retailers are discussing the impact of tariffs on their costs and pricing strategies [13] Gold Market - Gold prices are rising due to inflation risks, Chinese household buying, and central banks divesting from US treasuries [18][19] - Chinese households are diversifying into gold due to limited investment options [21] - Central banks are price insensitive buyers of gold due to sanctions [20]

JUST IN: $12 trillion BlackRock CEO Larry Fink says, “There is a role for crypto the same way there is a role for gold.”“This is not a bad asset.” https://t.co/PeTORJ3PHB ...

🔥 TODAY: BlackRock CEO Larry Fink says, “There is a role for crypto in the same way there is a role for gold, it's an alternative,” in a 60 Minutes interview. https://t.co/CL6ZSSjlrI ...

Asset Comparison - The author suggests gold and Bitcoin may not be the same kind of asset [1] - The author wrote about gold following a podcast with @DominicFrisby [1] Author's Action - The author did not mention Bitcoin in the article about gold [1]

Let's talk more about markets. Uh Peter Bookvar is here, chief investment officer at one point uh at uh BFG Wealth Partners and a CNBC contributor. Good morning to you, sir.Andrew, uh help us understand what you think is actually going on here in markets. Uh well, I think this rally, the AI tech trade got a second wind after the deepseek news in late January. And who doesn't want to buy stocks when the Fed is cutting interest rates.So, I think that's what brings us to where we are today. Uh, but there's som ...

Central banks may hold significant amounts of Bitcoin and gold by 2030, thanks to growing institutional popularity and a weakening dollar, according to Deutsche Bank https://t.co/8Y0204Cgw6 ...

Market Trends & Predictions - Deutsche Bank predicts central banks may hold significant amounts of Bitcoin and gold by 2030 [1] - The predicted holdings are valued at $1.5 trillion [1]

Market Trends & Investment Strategies - The discussion covers the gold bull run, silver, and Bitcoin [1] - Inflation and currency debasement are key topics of concern [1] - Capital allocation strategies for investors are explored [1] Economic Factors - The labor market is analyzed [1] - Trump's economic policies are discussed [1]

Crazy Uncle market only going to get crazier.Anthony Pompliano 🌪 (@APompliano):We are entering a “Crazy Uncle” market where people who own gold, bitcoin, guns and land will do very well. ...

RT Mohamed A. El-Erian (@elerianm)What if stock market gains were measured in gold instead of dollars?As John Authers notes, “Denominate U.S. stocks in gold rather than dollars, and they’ve been in decline since the dot-com bubble burst 25 years ago. Stocks elsewhere have done even worse.”#stocks #gold #markets #investors #investing ...