Mining Stock Daily Julian Brigden on Growing Fragility in US Equities, Bonds and Federal Reserve Independence
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Apr 18, 2025 
Julian Brigden from MI2 Research joins to unravel the complexities of the U.S. economy, focusing on the precarious state of equities and bonds. He discusses the pressing issue of central bank independence and the impact of political dynamics. The conversation shifts to U.S. trade policies, highlighting vulnerabilities while underscoring gold's allure as a safe haven. Brigden reflects on retail investors' behaviors amid market shifts and the potential risks stemming from rising tariffs, providing valuable insights for navigating today's economic landscape.
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Risks of Undermining Fed Independence
- The US economic system and the independence of the Federal Reserve are being seriously questioned, posing great risks.
- Removing Jay Powell and undermining Fed independence could lead to a sharp crisis with inflation and dollar collapse.
Corporate Choices Hurt US Economy
- US economic fragility is worsened by accelerated hollowing of the middle class and trade tensions.
- The core problem lies in corporate decisions prioritizing shareholder value, not foreign adversaries like China or Mexico.
US Retail Buyers Face Risks
- US retail investors persist in buying the dip, influenced by political alignment and optimism.
- Foreign investors' profit-taking could overwhelm US retail, potentially leading to sharp equity market falls.