Markets Weekly April 27, 2024

#federalreserve #marketsanalysis
Inflation is Sticky
US Giving Russian Reserves to Ukraine
Highlights from Fed Financial Stability Report

00:00 - Intro
1:39 - Inflation is Sticky
5:48 - US Giving Russian Reserves to Ukraine
12:32 - Highlights from Fed Financial Stability Report

Treasury Standard Paper:

For my latest thoughts:

For macro courses:

My best seller on monetary policy:

[BellevueRoy]

I’m 82 and I try to learn something new every day. This video satisfied today’s requirement. Thank you.

[MrTigerStarX]

One of the only financial advisors who increases my ability to think clearly about the economy.

[michaelbrennan]

I always look forward to watching these, Joseph! Thank you!

[Fast]

Bitcoin's value comes from the same place as gold - belief that it is a store of value. It all comes down to adoption and if that belief can completely get ingrained into everyone. Gold has this already completed because of its centuries-long history. It remains to be seen if bitcoin will succeed. If a central bank of one of the major economies decides to start accumulating bitcoin, then I think that will be a major inflection point...I've engaged in active trading and managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin....At the heart of this evolution is Linda Wilburn, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment.

[faysdt]

When you work on something that only has the capacity to make you 5 dollars, it does not matter how much harder you work – the most you will make is 5 dollars.❤

[Jeff__M]

Joseph you are the man! I look forward to your insights every week! Love you bro! 🤝 📰 🎩

[johnshaff]

Thanks Joesph! Would be interested if you could cover the effects of the USD:YEN devaluation and if it has macro implications.

[teku]

An excellent 'No Bull" analysis every week. Don't stop man...

[jtrealfunny]

I really like this host. He's so reasonable and well spoken with a let's wait and see attitude; way more useful than someone telling me BTC or Nvidia is going to 3000. Take it from the man.

[AllNighterHeider]

Thank you so much JW, see you soon at Rebel Capitalist Live

[pbr]

Joseph, until you said it I never correlated the stimulus checks for the two years of Covid with credit ratings. This is a very good point. Thanks for mentioning it.

[MichaelHarrington]

Always great under-the-radar insights - thanks Joseph!

[yzhere]

Would you so kind to explain what does it mean that Japan intervened yesterday with its currency, how does it do that, what is the reason and how it is affecting the dollar ?? Thank you !!

[yodurk]

Summary: 1) still bullish on stocks, 2) still bullish on Gold, 3) still bearish on bonds (inflation forcing higher rates).

[ChuckSwiger]

Interesting column in Barron's today - RF points out the TGA is flush with tax revenue, over 200B more than expected, so the treasury can juice the markets with liquidity, purely coincidentally in an election year, without the need for a rate cut, altho many would welcome both.

[g.uk.]

Great video as always 👌 Would love to see more macro content focussed on EU, China & Japan in this style.

[XiufengFan]

Hi Joseph, what's your view on USD/JPY? I thought you would cover this topic

[Red]

Joseph. Fed Financial Stablility Report round 15:51 is most alarming. It appears exponential growth in credit cards accross all demographics. Double in delinquences over the past 3 years. One cannot predict the future but the future looks like less liquidity in ability to pay.

[InvestingWithAdamK]

Thanks Joseph. I don’t think people realize how emotional markets are. People are over invested in CD’s and high yield savings and under invested in equities and real estate. I’m bullish equities as well and unless a black swan event expect equities go higher until the money from the CD’s and savings accounts are drawn out and into the equity market. This will take a long time.

[rohitkothari]

USG on a bad day: Dont invest your dollars here. If you do, we will steal your money.
USG on a good day: We are a good place to invest. Park your money here.