Money & Economics
- Thread starter bigredfish
- Start date
I read elsewhere worst week in 14 years… whichever is right, it’s a long time
Bonds selling off hard for the last 2 weeks. Yields (inverse) up every day.
Borrowing is getting more expensive.
Don’t count on mortgage rates falling anytime soon.
Borrowing is getting more expensive.
Don’t count on mortgage rates falling anytime soon.
Remember the brilliant market analyst from the movie "The Big Short"? He made some interesting statements recently...
and naturally...
New crypto regulations likely to be big favor to the Trump family, industry insiders say
“This latest interpretation is in line with other actions taken by the Trump administration to facilitate the continued expansion of profit-making but socially valueless crypto issuance and trading activity free from most federal regulation,” said Todd Baker, a senior fellow at Columbia business school and Columbia law school.
During Donald Trump’s second administration, the SEC has retreated from its prior approach under Joe Biden’s administration, as well as the first Trump administration, which entailed regulating the sector through frequent enforcement actions and approaching a wide slate of crypto-assets as securities.
mat200
IPCT Contributor
- Jan 17, 2017
- 18,748
- 31,374
Why are commodities like gold being liquidated?
According to the speaker, the liquidation of commodities like gold, silver, copper, and aluminum is driven by a severe dollar funding problem rather than standard selling or portfolio rotation. (0:04 - 0:16)
The video explains that this is a direct result of a major dollar squeeze within the shadow banking system, compounded by an oil shock. This shock creates an urgent need for dollar liquidity to replace oil cargos, forcing entities to raise cash by selling off other assets. (11:28 - 12:45)Furthermore, the speaker points to a specific amplifier effect. When the dollar is already strong (a 'high dollar regime'), foreign investors may hold unhedged dollar assets to save on hedging costs, which actually tightens dollar funding conditions further, creating a feedback loop of pressure. (16:51 - 18:13)
WTF Just Happened To Commodities Prices
Eurodollar University
Mar 21, 2026
Liquidations, not mere selling. There's more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar problem. Possibly a big one. While central bankers are running around talking about rate hikes because they wrongly believe oil prices are inflationary, where it actually matters we’re already seeing the total opposite only starting with gold’s worst week in forever. Eurodollar University's Money & Macro Analysis
According to the speaker, the liquidation of commodities like gold, silver, copper, and aluminum is driven by a severe dollar funding problem rather than standard selling or portfolio rotation. (0:04 - 0:16)
The video explains that this is a direct result of a major dollar squeeze within the shadow banking system, compounded by an oil shock. This shock creates an urgent need for dollar liquidity to replace oil cargos, forcing entities to raise cash by selling off other assets. (11:28 - 12:45)Furthermore, the speaker points to a specific amplifier effect. When the dollar is already strong (a 'high dollar regime'), foreign investors may hold unhedged dollar assets to save on hedging costs, which actually tightens dollar funding conditions further, creating a feedback loop of pressure. (16:51 - 18:13)
WTF Just Happened To Commodities Prices
Eurodollar University
Mar 21, 2026
Liquidations, not mere selling. There's more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar problem. Possibly a big one. While central bankers are running around talking about rate hikes because they wrongly believe oil prices are inflationary, where it actually matters we’re already seeing the total opposite only starting with gold’s worst week in forever. Eurodollar University's Money & Macro Analysis