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Ray Dalio Says Fed’s QE Pivot May Rally Gold, But What About Bitcoin?
Yahoo Finance· 2025-11-07 08:47
Ray Dalio warns the Fed’s renewed easing could fuel gold and other assets as liquidity rises. | Credit: Getty Images. Key Takeaways Dalio said that increased liquidity from the Federal Reserve’s balance-sheet expansion could fuel ‘financial-asset inflation,’ a dynamic that typically lifts assets such as gold. The comments come after former BitMEX CEO Arthur Hayes said the Fed’s quantitative easing could “reignite the Bitcoin bull market.” CCN’s Valdrin Tahiri has tempered optimism with warnings that ...
X @Bloomberg
Bloomberg· 2025-11-06 14:34
French far-right leader Jordan Bardella said his party will push the European Central Bank to relaunch quantitative easing if it comes to power https://t.co/SVDcuzrlo6 ...
Tom Lee Is STILL Bullish On Stocks, Bitcoin Despite Shakeout
Hello everyone. Tom Lee's hyper bullish on the stock market and on cryptocurrency. Chat GBT has officially killed the job market and we unpack what's going to happen when quantitative tightening ends.We are live today from the desk of Anthony Pompliano. Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube and right now we have just over 36,000 subs.So, hit that button and let's get into it today. All right, ladies and gentlemen, this is exciting. Tom Le ...
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Bloomberg· 2025-10-31 14:42
Italian Deputy Prime Minister Antonio Tajani called on the European Central Bank to lower borrowing costs and resume quantitative easing to help prevent gains in the euro from hurting his country’s exporters https://t.co/z2ZaMzenqk ...
U.S. Treasury yield curve steepens
CNBC Television· 2025-10-15 18:48
Rick Santelli joining us now from Chicago. And Rick, I know you pushed back on me in the past. I'm not implying bonds haven't moved, but is there anything that you're seeing that might send the yield meaningfully under 4%.You know, I really don't. And that doesn't mean we can't see it periodically and for a short period of time maybe move under 4% as a technical response if we happen to get a new fresh close for 2025 which is under 4% because it's currently the close of the year. That's it.The low close Apr ...
Gold vs Bitcoin: The Ultimate 2025 Debasement Trade
Anthony Pompliano· 2025-10-13 21:00
Gold Market Analysis - Gold is seen as a viable alternative to the dollar, especially with the acceleration of de-dollarization driven by sanctions and concerns about US fiscal policy [2] - Mainstream investors are starting to participate in the gold market, with major Wall Street banks recommending gold exposure in portfolios [2] - Central banks are expected to continue buying gold, competing with private investors and driving prices higher [4] - The dollar is expected to lose value, with the Federal Reserve cutting interest rates into rising inflation, further driving demand for gold [4] - China's central bank is divesting from US dollars and treasuries, replacing them with gold reserves to establish an independent monetary system [4] - The debasement trade narrative is taking hold as people recognize the flawed nature of CPI and seek assets that retain value [4][5] - Gold investors have outperformed US stock market investors, especially when pricing stocks in gold [3][4] Bitcoin vs Gold - Bitcoin is considered a risk asset correlated with the NASDAQ, while gold is seen as a safe haven store of value [8] - There is a risk of money flowing out of Bitcoin ETFs back into gold ETFs and gold stocks [1][8] - Bitcoin treasury companies may face downside risk and potential liquidation of their Bitcoin holdings [9] US Economic Policy - The Trump administration receives a failing grade (F) on economic policy due to massive government spending and deficits [13] - Tariffs are viewed as taxes that make American industry less competitive [14][15] - The speaker advocates for balanced budgets, debt restructuring, and deregulation to address fundamental economic problems [21][22][25]
X @Bloomberg
Bloomberg· 2025-09-23 10:26
The BOE's chief economist says it should run down its balance sheet of bonds built up under quantitative easing more quickly because it can shore up markets if strains emerge https://t.co/ykXkNWWjcL ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-08-06 18:07
Key Figure - Richard Werner, a renowned economist, originated the term "quantitative easing" [1] Industry Perspective - The content prompts critical thinking regarding central banking and geopolitical conflict [1]