Chris Temple from The National Investor – Tue 13 Aug, 2019

As trade drives markets now some bigger themes need to be noted – Yield Curve Inversions and Fed Policy

Chris Temple, Founder of The National Investor joins me for some comments on a looming yield curve inversion in the US and how the general Fed’s policy will play out for markets. Even with the delay of some tariffs announced this morning the yield curve and Fed policy remain the major long-term drivers that investors need to take note of.

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Comments:
  1. On August 13, 2019 at 9:34 am,
    cfs says:

    I agree with your Powell comments.
    With regard to your Trump-China comments: is not Trump walking a very fine line between on the one hand putting pressure on China (which I think he has to, in order to stop intellectual property theft) and on the other hand potentially killing the stock market by being too aggressive on China.
    The Fed NEVER had a right policy, always devaluing the dollar by inflation….
    Now they are not really trying to regulate the economy, but keeping debt interest cost manageable.

  2. On August 13, 2019 at 9:39 am,
    cfs says:

    Is not the dollar keeping running merely an indication that the US economy is still the cleanest dirty shirt in the laundry ?

  3. On August 13, 2019 at 9:40 am,
    Temple says:

    Trump indeed is walking a fine line. . .and despite his being amateurish at times with some of this (as much as with simple sound bites to keep people behind him, as with his actual ignorance on currency issues especially) he is in almost as impossible a place as the Fed. . .actually have been speaking to this a lot of late in my newsletter and commentaries.

  4. On August 13, 2019 at 9:56 am,
    cfs says:

    It’s funny ….
    You see his Tweeting as amateurish; I see it as minor mid-course adjustments.

    What worries me the most is China, I admit.
    I know China will mercilessly oppress Hong Kong and eliminate all protest by any means necessary.
    If the U.S. does nothing (which is what I hope out of self-interest inasmuch as I don’t want to see a war) then will US inaction embolden China in a few years to Conquer Taiwan? If China decides to incorporate Taiwan into mainland control, which I believe is their (China) desire long term, then I think a China-U.S. war would follow. Will China decide to do this soon while they think they have an advantage in GPS-killing satellites and hypersonic missiles, and even possibly beam weaponry, technology stolen from the U.S, and electronic advancements in digital jamming/nulling traded from Russia.

    • On August 13, 2019 at 4:28 pm,
      cfs says:

      The descriptions over the internet that the Hong Kong Police are roughing up protesters are INCORRECT. They are NOT hong Kong police; they are PRC SOLDIERS wearing Hong Kong Police Uniforms.
      Just like Tienanmen Square when they brought in troops from far away.

      The TELL is that the BRUTAL “police”{ are speaking Mandarin.
      If they were Real Hong Kong Police, they would be speaking Cantonese.

      Hong Kong is not the same as Tienanmen Square, however, since should the rebels choose to really fight, then it would take the form of urban warfare with snipers or simply dropping hot oil from high rise buildings on Brutal police below. This would be very hard to contain, short of using hundreds of thousands of “police”.

  5. On August 13, 2019 at 10:30 am,
    cfs says:

    From the Horse’s mouth to you:

    https://youtu.be/JP6XrLEpPPY?t=823

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