The David Lin Report Will The Fed Crash Markets Tomorrow? Warning Signs 'Flashing Red' | Adrian Day
Sep 16, 2025
Adrian Day, President of Adrian Day Asset Management, shares his expertise on finance and economics. He dives into expectations for Fed rate cuts amid a weakening dollar and a shifting landscape for investments. With gold mining stocks set to outperform gold bullion, Adrian highlights troubling market indicators and critiques the Fed's dependence on outdated data. He discusses the implications of a declining dollar and the potential for a market correction, all while navigating the promising landscape for commodities.
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Fed Caught Between Inflation And Jobs
- Adrian Day says the Fed is boxed into a corner between fighting inflation and supporting a weakening labor market.
- He expects modest cuts (25–50 bps) soon but sees limits to how much cuts will help jobs.
Hidden Weakness In Labor Data
- Adrian highlights that headline jobs numbers mask weaker labor conditions beneath the surface.
- He points to part-time hires, longer reemployment times, and rising continuing claims as warnings.
Rollover Raises Interest Burden
- Adrian argues that rolling treasury maturities will raise interest expense even without new deficits.
- He warns that average interest costs rise as older low-rate bills mature and are reissued at higher yields.
