Luke Gromen: The US Fed and Treasury are at Odds

Palisades Gold Radio, Released on 11/8/22

0:00 – Introduction
0:37 – Global Signposts
8:32 – Treasuries & Energy
12:25 – Yields & a Rising Dollar
15:52 – Oil In Other Currencies
23:14 – Foreign Reserves & Gold
26:40 – Purpose of OPEC Cuts
28:52 – C.B. Gold Demand
32:43 – Basel & Derivatives
35:33 – MOVE Index & The Fed
36:52 – Treasury Borrowing 2X
41:36 – Energy Markets & Bonds
44:14 – Fed Pivot Effects
45:32 – Hikes & Sector Risks
52:14 – Fed & Inflation Targets
53:15 – Canada & China Divestment
57:06 – Wrap Up

Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Luke provides strategic consulting services for corporate executives and is the founder of The Forest For The Trees, LLC, a macro/thematic research firm catering to institutions and individuals.

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