Arcadia Economics, Released on 10/21/23

For Part 1 of this interview, CLICK HERE

For years, Jim Willie has warned about an exodus out of the US bond market, and at the rate yields have soared over the past month, we may be seeing the beginning stages of such an event. Yes, there are inflation concerns and nervousness around further potential Federal Reserve interest rate hikes. But the accelerating deficits and debt-loads, in addition to the new supply that’s scheduled to come online in the coming months and years, have entered us into a new era of awareness that Washington has hit a problem. So in today’s show Jim Willie talks more about the issues in the treasury market, how he sees gold and silver playing a bigger role going forward, and some potential issues he is anticipating regarding the COMEX. He also digs into the dynamics in Japan, where the Yen-Dollar exchange rate is pushing up against the 150 level, and how that’s interconnected with the US dollar and treasury markets. It’s another information packed call with Jim, and to find out what he had to say, click to watch the video now!

Jim Willie is a statistical analyst in marketing research and retail forecasting. He holds a PhD in Statistics, and his career has stretched over 25 years. He aspires to thrive in the financial editor world, unencumbered by the limitations of economic credentials. Jim operates a free website called Golden Jackass.

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.

  gold, silver