Peter's Blog

Comex June/July 2021 Update

This analysis focuses on gold and silver data provided by the Comex/CME Group. The Comex allows investors/traders to gain exposure to commodities using futures contracts. Contracts can settle for delivery of the physical commodity. Tracking the demand for physical metal can give better insight into the market. See the article What is the Comex for […]

The Fed in a Box Part 2: They Cannot End Quantitative Easing

If the Fed tapers QE, it may reveal waning appetite for long-term treasuries The Treasury may have used its cash balance reserve to anchor inflation expectations If inflation persists, the Fed may have to increase rather than decrease QE Note: By definition, inflation is an expansion of the money supply. In this article, inflation will […]

The Fed in a Box Part 1: They Cannot Raise Interest Rates

3 Key Takeaways The US Government has over $28 Trillion in Debt Much of the debt is short-term, making it extra sensitive to higher rates Higher Interest Rates would immediately start putting strain on the Federal Budget Introduction The US has over $28 Trillion dollars in debt and it continues to grow at an alarming […]