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X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-12 18:55
Macroeconomic Trends - The Fed is expanding its balance sheet, indicating a return to Quantitative Easing (QE) [1] Alternative Investments - Discussion around Bitcoin potentially reaching $150,000 [1] Financial Products - Introduction of the Trump Gold Card [1]
百利好早盘分析:QE可能重启 黄金受益破位
Sou Hu Cai Jing· 2025-12-12 01:45
技术面:黄金日线收中阳线,价格开始上破前期箱体。1小时周期可能形成上升中继形态,短线大概率还有新高,日内可关注下方4265美元一线的支撑,但 要注意上方空间可能有限。 黄金小时图 隔夜黄金短线快速拉升,价格突破近两周以来的震荡箱体,大周期形态也开始向好,黄金中长期值得期待。 美联储议息会议结果虽然出炉,但被鲍威尔轻描淡写带过的部分细节还在发酵,美联储刚刚停下"缩表"的脚步,就将转头迈出"扩表"的步伐,宣布短期国库 券购买计划和重启技术性扩表的关键决策,货币政策快速转向。 百利好特约智昇研究市场策略师鹏程认为,最近两个月美国金融市场流动性紧张的问题开始显现,重启QE可能是合适的,长期来看利多贵金属。 黄金方面: 隔夜油价继续刷新11月下旬以来的新低,从最近两个交易日的走势来看,多头信心低迷,根本无力发动强势反攻。 原油方面: 铜方面: 铜日线收大阳线,前期阴线被反包,多方重新占据主动。1小时周期结构有完成的可能性,短线有调整的需要,日内可关注下方5.34美元一线的支撑。 日经225方面: 日经225日线连续收小阴小阳线,价格重心明显上移,日线调整已经到位。4小时周期形成上升中继形态的概率很大,日内可关注下方50 ...
Maybe Weakness Isn't All Oracle's Fault: 3-Minutes MLIV
Bloomberg Television· 2025-12-11 11:01
Mark, good morning to you. Let's have 3 minutes on the markets there and a lot of the negativity easy to attribute to Oracle. Nasdaq futures are down more than 80 minutes, for example, and that's a focused attack.But you think there's something more negative about the Fed that maybe that narrative ignores. Yeah, definitely. Oracle has been a driver of negativity today.Now, it was slightly delayed reaction in terms of Asia because after SoftBank also fell on the Oracle story that Asia got a little bit more n ...
DoubleLine's Jeffrey Gundlach: I don't feel like that was a hawkish cut
CNBC Television· 2025-12-10 21:14
Fed Policy Stance - The market interprets the Fed's recent actions as a dovish meeting rather than a hawkish cut, despite the rate cut [1][2][7][10] - The Fed is perceived to be more focused on employment risks, specifically the potential rise in unemployment, than on inflationary pressures [6] - The Fed seems to downplay inflationary risks, suggesting good progress on inflation, if not for tariffs [3][4][5] Quantitative Easing (QE) and Tightening (QT) - The Fed has unexpectedly ramped up QE by $40 billion, after a period of QT, raising hopes for further QE if needed [7] Interest Rate Dynamics - Despite the Fed dropping rates by 175 basis points since September, the 2-year Treasury rate remains unchanged [6] - The Fed funds rate is now in line with the 2-year Treasury yield [5][6] - Long-term interest rates, such as the 30-year Treasury, have risen by approximately 75 basis points since the Fed started cutting rates [8][9] - The 2s30s Treasury curve has steepened to around 123-124 basis points, approaching the year's high of 130 basis points [10] Economic Assessment - The Fed estimates that monthly jobs gains are overstated by approximately 60,000, suggesting a potentially weaker labor market than reported [2] - The market believes that cutting interest rates is not helpful for long-term interest rates [9] - Cutting rates by 175 basis points has not helped the housing market [8]
X @Unipcs (aka 'Bonk Guy') 🎒
RT Presidentpush (@presidentpush)$USELESS continues to be bought by top smart money in the last 7 days.Bottom is in and the @theunipcs thesis will come true.QE is starting.Rate cuts are coming.Printer is turning on.@theuselesscoin will go to billions in 2026!@StalkHQ providing the alpha again.Check it out: https://t.co/Mss1aIWlhP ...
X @Mayne
Mayne· 2025-12-10 20:06
I think the biggest issue ppl have with all this is the fact that Bitcoin/Crypto isn't up."Just what the markets need"The tradfi markets are at or near all time highs.Crypto Montaigne (@solanaskeptic):@Tradermayne Just because we lived through 13 years where the FED often resorted to those extremes doesn’t mean we can just sit around waiting for a setup like that. It may be years away.Call it “QE” or not, it is a relaxing of policy, and that may be all the market needs rn ...
X @Mayne
Mayne· 2025-12-10 20:03
Quantitative Easing (QE) Analysis - Full QE involved hundreds of billions to trillions of dollars in buying [1] - Interest rates during these QE periods were 0-025% [1] Market Timing - Waiting for QE confirmation may cause investors to miss the most profitable part of the market move [1]
Fed rate cut was 'much more dovish,' says KKM Financial's Kilburg
CNBC Television· 2025-12-10 19:54
Let's talk more about that now with Jeff Kilberg. He's the founder and CEO of KKM Financial. What do you say, sir.Welcome. >> Well, Kelly, kind of a surprise. Everyone was looking for a cut in rates, but more hawkish, and we actually got more.If you think about that 40 billion that going to start purchasing in just a couple days, that's annualized half a trillion dollars of new QE. So, with a $6.5% trillion balance sheet, I think a lot of folks were surprised. That was the initial reaction, equities, but yo ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-05 19:50
From the Desk of Anthony Pompliano0:00 QE is Over & Assets are Ready to Explode3:28 Chaos Inside Apple - Will Tim Cook Be Out Next?5:16 Interview with Jonathan SwansonEnjoy! https://t.co/7Txvu8j8cT ...
X @Unipcs (aka 'Bonk Guy') 🎒
$BTC went as low as $83k yesterday and everyone was screaming 'it's so over'it's back at $90k today and everyone is screaming 'we're so back'maybe we're indeed so backor maybe we're still going to have some more pullbacks from herethe short-term price action doesn't really matter IMOwhat really matters is the fundamentals:- ultra conservative, $11 trillion financial behemoth Vanguard just started allowing its clients to buy Bitcoin- FED has ended QT and we're now on a much faster track to QE- we likely get ...