Macro Mondays
Macro Mondays #72 - Are markets prepared for a liquidity tsunami?
Oct 28, 2024
A liquidity wave from the US Fed is on the horizon, raising questions about market readiness. Insights on the recent oil sell-off linked to geopolitical tensions, particularly in the Middle East, highlight Saudi Arabia's crucial role. Political dynamics in the U.S. and Japan could significantly impact market strategies. Additionally, there's a focus on gold and silver as inflation hedges, with innovative platforms allowing investors to earn interest on these assets. Expectations around non-farm payrolls amid storm recovery could present unique investment opportunities.
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Quick takeaways
- Innovative platforms allow gold and silver owners to earn yields, transforming traditional investments into income-generating opportunities while preserving wealth.
- The upcoming U.S. election is influencing market dynamics, with potential Republican gains impacting forex and bond market expectations amidst high political polarization.
Deep dives
The Benefits of Owning Gold and Silver
Owning gold and silver serves as an effective hedge against inflation, preserving wealth over time. However, traditional metal ownership has downsides, such as accumulation of storage fees and the risk of decreasing physical quantity over a decade. Innovative platforms now allow gold and silver owners to earn yields on their assets, transforming passive investment into an income-generating opportunity. By connecting owners with businesses, these services can offer returns paid back in physical ounces, enabling investors to increase their metal holdings.
