RT ARK Invest (@ARKInvest)Real growth ≠ inflation rising. In fact, we believe that if real growth accelerates, inflation will come down. @CathieDWood explains why in our new "In The Know."Watch: https://t.co/6pAUoIH4aj https://t.co/3X5QMhXQzw ...

Inflation Concerns - Michael Burry warned about impending inflation as early as February 2021 [1] - Burry highlighted the Federal Reserve's policy of monetizing $80 billion (800 亿) of Treasury debt per month [1] - Burry pointed to trillions of dollars in stimulus/debt and economic reopening as factors contributing to inflation pressure [1] - Burry suggested parallels between the current economic situation and the 1970s American inflation [1]

Stablecoin Initiatives - Western Union is developing a prepaid stablecoin card to protect users from rapid currency depreciation in countries with high inflation [1] - The product aims to help users preserve purchasing power, exemplified by Argentina where inflation exceeded 200% last year [1] - Western Union plans to launch the USD stablecoin USDPT on Solana in early 2026 [1]

The European Central Bank faces greater risks of inflation easing than accelerating, and would act if there’s persistent undershoot of its 2% target, according to Governing Council member Francois Villeroy de Galhau https://t.co/oV6dDZioT3 ...

The man who once implored the American people to disregard what they can see with their own eyes and read is today begging them to dismiss and disbelieve what they feel and experience as well. Donald Trump's latest reality bending endeavor, which we'll share with you in a second, is especially shameless this afternoon given what the rest of us witnessed late yesterday in Tennessee, a single frame snapshot of what appears to be a title shift in the public mood and support for MAGA Republicans. Yes, Republica ...

Hundreds of Washington Republicans, of course, revolted against Trump over his probably biggest political vulnerability and oddest charge that he's faced in this whole first year of the term where Donald Trump basically went out of his way to repeatedly minimize and defend a sex trafficker, refusing the transparency he once vowed, and giving lenience to that trafficker's co-conspirator. That's just a capsule summary of what Republicans ultimately had to revolt against rather than defend when there was a vot ...

Core Viewpoint - Concerns are rising regarding the sustainability of U.S. debt, with warnings from prominent figures like Ray Dalio and Peter Schiff about a potential "debt death spiral" and the implications for the U.S. dollar and economy [1][6]. Economic Indicators - In fiscal year 2025, the U.S. government reported expenditures of $7.01 trillion against revenues of $5.23 trillion, resulting in a deficit of $1.78 trillion, contributing to a national debt nearing $38.5 trillion [2]. - The U.S. consumer price index increased by 3.0% annually in September, up from 2.3% in April, indicating rising inflation [3]. Job Market and Stock Performance - Layoff announcements have reached 1,099,500 in the first 10 months of 2025, highlighting challenges in the job market [3]. - The stock market has shown strong performance, with the S&P 500 climbing 16% year-to-date and the Nasdaq surging 20% [3]. Shift in Investment Trends - Central banks added 1,045 tonnes of gold to global reserves in 2024, marking the third consecutive year of significant net purchases, indicating a trend towards de-dollarization [5]. - Schiff emphasizes the importance of "strategic assets" as hedges against inflation and a weakening dollar, suggesting that gold is a key asset for wealth preservation [8][10]. Gold as an Investment - Gold is viewed as a safe haven asset, with its value not tied to any specific currency or economy, making it attractive during economic turmoil [10]. - Predictions suggest that gold could rise significantly, with estimates of reaching $10,000 per ounce by JPMorgan CEO Jamie Dimon and potential increases to $26,000 or even $100,000 per ounce as per Schiff [11]. Real Estate and Alternative Investments - Real estate is highlighted as a traditional asset for wealth protection during inflation, with the S&P Case-Shiller U.S. National Home Price Index increasing by 45% over the past five years [15]. - Alternative investments, including art and crowdfunding platforms for real estate, are gaining attention as ways to diversify portfolios and hedge against inflation [20][21].

Economic Impact & Inflation - Inflation is significantly impacting families and individuals, leading to difficult choices regarding healthcare and basic necessities [1][2] - Rising prices and slowed wage growth are making it difficult for poorer Americans to make ends meet across the country [2] - The rising cost of living is a major concern, impacting decisions about family planning and healthcare [6] Healthcare Access & Affordability - Lack of healthcare insurance is a significant concern, preventing individuals from seeking necessary medical care and monitoring pre-existing conditions [4] - The expiration of Obamacare tax credits is expected to further increase healthcare costs for low-income Americans [5] - Healthcare costs are a barrier to starting a family for some individuals [6] Employment & Economic Conditions - Individuals are working long hours in demanding jobs, sometimes without benefits like health insurance [3] - The Lehigh Valley, a post-industrial area, is experiencing economic reinvention, but many residents still struggle financially [7] - The economic struggles in Bethlehem, Pennsylvania, a former steel town and bellwether county, reflect broader economic trends in the US [3]

Monetary Policy - The ECB doesn't need to react to small deviations around its 2% inflation goal [1] Central Banker Commentary - Governing Council member Martin Kocher made the statement [1]

President Trump uh says he's made his choice on the next Fed chair to replace Jay Pal, but he isn't making uh the name public just yet. Joining us now, former Cleveland Fed President Loretta Mester. She's also a CNBC contributor.I I guess you don't um you probably don't want to tell us who you'd like uh Loretta, but what what type of person uh would you like to be the next head. >> Yeah, good morning, Joe. Hope you had a good holiday.>> I mean, we need somebody who's going to be a thoughtful leader who can ...