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Palisades Gold Radio

Luke Gromen: The US Needs A 'Much Higher' Gold Price – Here's Why

AI 摘要 The global economic landscape is undergoing a fundamental shift as unsustainable US debt levels force a choice between preserving the dollar or maintaining national sovereignty through reindustrialization. Luke Gromen, founder of Forest for the Trees, argues that the US must…

  • Liebig's Law of the Minimum
  • Purchasing Power Parity (PPP)
  • Yield Curve Control

English摘要 · 逐字稿

Bloomberg Podcasts

Fed’s Waller Sparks Larger Rate Hike Debate After Hot Inflation

AI 摘要 Persistent inflation and robust consumer demand are forcing the Federal Reserve to consider a 50 basis point interest rate hike in December. While current inflationary pressures stem from higher energy and shipping costs broadening into core goods and services, the central bank…

  • CPI Report
  • Basis Point
  • The Fed

English摘要 · 逐字稿

Bloomberg Podcasts

Stocks, Bonds Fall as CPI Data Fuel Fed-Hike Bets | Bloomberg Surveillance

AI 摘要 Persistent inflation and the sustainability of the AI-driven investment boom dominate the current market outlook. While nominal GDP growth remains robust, a K-shaped recovery persists, with lower-income households facing declining net worth due to inflationary pressures. Experts…

  • K-shaped recovery
  • Core CPI
  • Hyperscalers

English摘要 · 逐字稿

Yahoo Finance

BofA's strategist says the Fed is now more likely to hike than cut | Sozzi Unleashed

AI 摘要 Savita Subramanian, Bank of America’s head of U.S. equity and quantitative strategy, evaluates the shifting dynamics of the S&P 500 amid persistent inflation and rising interest rates. While the Federal Reserve may implement a 50 basis point rate hike to cool the economy, the…

  • Basis point
  • CapEx (Capital Expenditure)
  • Hyperscalers

English摘要 · 逐字稿

Asia Society

The China Shock, Rewired with Yanmei Xie and Arvind Subramanian | State of Asia 2026

AI 摘要 China’s economic trajectory is defined by a widening "K-shaped" divergence, where state-backed industrial and technological sectors thrive while domestic consumption stagnates under the weight of a property sector collapse and youth unemployment. This structural imbalance stems…

  • K-shaped economy
  • China Shock
  • China Squeeze

English摘要 · 逐字稿

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