Ripple Effect — April 28, 2025 Central banks overshot during the pandemic, fueling inflation. Over the past few years, they’ve been tightening to bring inflation down.
But now? The monetary spigots are opening back up. What’s causing this change? A world with more tariffs and trade barriers, and the rising uncertainty that goes with it.
Not to mention, slowing economies, such as Germany and China – a nation that’s several years into a real estate crisis and has already brought out the monetary bazooka.
So even if Jerome Powell and the Fed can’t agree to lower interest rates, the rest of the world gets a vote. They’re voting to prime the pump, which will likely push interest rates lower even without the Fed.
For now, expanding monetary conditions will provide a tailwind for asset prices. That should bode well for the recovering stock market, particularly beaten-down AI names – not to mention energy-related stocks.
And it also benefits inflation-hedge assets — another reason we see gold soaring. And bitcoin setting up for a big move. You can review that research here. -Addison Those who move before May 7 at EXACTLY 2PM could 10X Their Money.  Money & Markets’ Chief Investment Strategist, Adam O’Dell, just unveiled his No. 1 stock to capitalize on the ‘Trump Bump’ in the markets. It’s a stock that Adam says is… “On the cusp of exploding upwards… as a direct result of Trump’s latest move. And critically for investors… it’s an opportunity that won’t come around again for multiple decades.” Make this move fast, thought... because Adam says "those who move before May 7 at EXACTLY 2PM could 10X Their Money." Click here to see all the details. | P.S.: As always, your cheerful reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)
How did we get here? Find out in these riveting reads: Demise of the Dollar, Financial Reckoning Day, and Empire of Debt — all three books are now available in their third post-pandemic editions. You might enjoy one or all three.  (Or… simply pre-order Empire of Debt: We Came, We Saw, We Borrowed, now available at Amazon and Barnes & Noble or if you prefer one of these sites: Bookshop.org, Books-A-Million or Target.)
Please send your comments, reactions, opprobrium, vitriol and praise to: feedback@greyswanfraternity.com |
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