Arcadia Economics, Released on 1/25/24

On one hand the White House and the Federal Reserve officials are holding to the mantra that the economy is still strong and roaring. On the other hand even the Fed is forecasting rate cuts this year, while the White House usually fails to mention that a lot of the GDP growth we’re seeing would disappear pretty quickly if the Treasury wasn’t running some alarmingly increasing deficits. So today Bill Holter stops by to separate fact from fiction. He talks about why he feels there’s a liquidity event coming that will force the Fed to lower interest rates, what he’s seeing in terms of a shift in what the world is considering the ‘risk-free’ asset, and the latest on the growing mismatch between the amount of silver that’s being used vs. what’s produced.

Bill Holter is currently a writer for Miles Franklin and Jim Sinclair’s Mineset where he posts weekly commentaries on gold and financial markets. Prior to joining Miles Franklin in 2012, Bill Holter Worked as a retail stockbroker for 23 years, including 12 years as a branch manager at A.G. Edwards. Later, he left Wall Street to avoid potential liabilities related to management of paper assets. Bill was a well-known contributor to the Gold Anti-Trust Action Committee (GATA) commentaries from 2007-2012. Bill became a writer for Jim Sinclair’s Mineset in 2015. Bill’s commentary can also be found at BillHolter.com.

Chris Marcus worked 2 years at bond rating agency Moody’s, has an MBA from Wharton, and also worked 7 years as an equity options trader for Susquehanna International Group on the American and New York Stock Exchanges, before leaving in 2012 to create Arcadia Economics. In addition to publishing Arcadia’s Monthly Market Snapshot, he also currently writes market commentary for gold and silver dealer Miles Franklin, Investing.com, and several others.

  economy, federal reserve, silver