Jordan Roy-Byrne – Inflation, Deflation, Or Both, And How That Affects The Interest Rate Yield Curve And Markets

Jordan Roy-Byrne, Founder and Editor of The Daily Gold, joins us to outline a slightly different outlook on how the inflationary or deflationary steeping of the bond yield curve, or seeing both back to back, could affect US general equities, commodities, and the precious metals markets.  


There is a scenario where there could be a stickier inflationary period that sends markets and commodities and gold and silver up together, before the deflationary period of economic contraction and market corrective action begins.  It is also significant to note that gold closed last month and quarter above key $1900 support, which is quite constructive considering the stronger general US equity markets paired with rising interest rates recently.  This seems to point to a market sniffing out that inflation will be sticking around even after the Fed finishes their rate hiking cycle, and this may be the fuel to send the yellow metal up to new all-time highs.




Click here to visit Jordan’s website – The Daily Gold.

    Jul 05, 2023 05:27 PM

    Gary Tanashian: Stock Market Rally Could Morph Into Commodity Rally Before Downturn

    Jordan Roy-Byrne – The Daily Gold (Jun 30, 2023)

    “The goldilocks market could morph into a bout of inflation before a downturn and liquidation says Gary Tanashian, editor and publisher of Notes From The Rabbit Hole.”

    0:00 Intro
    1:55 Goldilocks
    2:58 Gold
    6:15 Goldilocks is temporary
    7:20 From Goldilocks to inflation
    9:30 Inflationary vs. Deflationary Steepeners
    14:40 Scenarios
    19:45 Stock Market
    27:45 Gold & Silver

      Jul 05, 2023 05:28 PM

      That was the interview between Jordan R.B. and Gary T. that we were referencing in our interview with Jordan today, for those that would like further context and thoughts on this subject.

    Jul 05, 2023 05:51 PM

    Gold and Silver Bottom

    By Jordan Roy-Byrne CMT, MFTA • The Daily Gold – July 04, 2023

    Jul 06, 2023 06:09 AM

    ‘Unacceptably high’: The Fed plans to keep hiking rates — but with the typical home selling for just $4K less than 2022’s all-time high, don’t expect a big housing correction to follow

    Serah Louis – Yahoo Finance – Wed, July 5, 2023

    Minutes from the latest Federal Reserve meeting released on Wednesday show the Fed feels the country’s inflation rate remains “unacceptably high.”

    “While the central bank chose to hold the federal funds rate at 5.0% to 5.25% in its latest meeting back in June, the recently released minutes reveal the Fed has further rate hikes planned for the year, even if they won’t come as fast and furious as they have so far.”

    Jul 06, 2023 06:20 AM

    (AMX) (AMXEF) Amex Expands Team Zone with High Grade Gold Drill Intercepts of up to 26.88 g/t Au over 6.40 m and 12.71 g/t Au over 9.00 m

    July 5, 2023

    Jul 06, 2023 06:09 AM

    (ASM) Avino Drills Best Intercept In Company History

    July 5, 2023

    “Hole ET 23-09: 296 AgEq g/t over 57 metres true width, including 407 AgEq g/t over 37 metres true width and 2,866 AgEq g/t over 3.43 metres true width”

    Jul 06, 2023 06:39 AM

    The Fed is going to crash the markets and make it appear like it wasn’t intentional on their part. As they keep the battle against inflation by now raising rates still higher at a much lower expansion all the while telling the public that this is necessary to cool inflation, but they know these markets can’t sustain the shock of ever higher rates and eventually they will crash. This time The Fed won’t bother to lower rates to kick the can down the road as has happened in the past and they may also withdraw liquidity to help the panic all the while pretending this is necessary. When the system goes down, they will cheerfully state that they have the perfect solution “Central Bank Digital Currencies.” Their dream will be realized. DT

    Jul 06, 2023 06:40 AM

    Today’s Schwab’s one-time good performer: Advanced Lithium up +304%. Performance elsewhere: 0% on 2K volume.

      Jul 06, 2023 06:00 PM

      More good news: Schwab has Benton Resources up 24.67%. However others including Schwab Research has it between 9-11%. So happy my account gets such good pricing that is incorrect.

    Jul 06, 2023 06:55 AM

    GDX isn’t going up anytime soon until this gap is filled on Agnico.

    Jul 06, 2023 06:13 AM

    Magna Mining’s artificial decline may be reversing. It has had some recent up moves.

    Jul 06, 2023 06:33 AM

    The ABC down on weekly GDX becomes more probable…..sad but true imho….slam dunk id last weeks low is violated and we are close….target becomes 1854-1870…..and 1832 retest of high volume breakout bar is an open target..

    weekly GDX

    Jul 06, 2023 06:38 AM

    I wonder why everyone is “running” over to China. Appears like the best current opportunity to lie to tax payers. Somebody is stealing something and failing to be transparent. Other than that, probably just more fraud.

      Jul 06, 2023 06:53 AM

      Begging them to ditch the Russians and buy some treasuries

        Jul 06, 2023 06:19 AM

        Or… maybe begging not to release the BRICs new gold based currency until the US gets some gold like other Central Banks. Probably explains why the Hamptons has been sinking faster than the water is rising.