BREAKING: Federal Reserve Triggered A ‘Dollar Reset’ – Rate Cuts Cancelled!
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TRUMP PUSHES FOR LOWER INTEREST RATES:
So far, we've seen almost no inflation – whatsoever – from tariffs. According to CNN: “Consumer prices rose just 2.4% last month, that was less than economists had expected, and only slightly higher than the 2.3% rate in April, which was the US economy’s lowest inflation since February 2021.”
Even Jerome Powell admitted that “just a few items are growing in price as a result of tariffs” – although, in terms of why this happening, he offers a single explanation: “Stores are still working through the inventory that came in to their warehouses before Trump put tariffs in place,” meaning prices will go up eventually… just not yet.
THE FALLING US DOLLAR:
The value of our US dollar has had its WORST start to the year since 1973. Fun Fact: In the early 1970s, the US dollar was pegged to gold, which was set at a fixed price of $35 an ounce. At that time, the minimum wage brought in $52 per week (which equals nearly 1.5 ounces of Gold). Today, that minimum wage would have to increase to $4884 per week just to match. Three reasons are causing this:
-Money Printing
-Political Instability
-Money Is Going Elsewhere.
THE STOCK MARKET 'BUBBLE'
Even though some strategists believe that “AI mania is worse than 1999's tech bubble,” and that the SP500 is growing increasingly concentrated within the top-10 companies, keep in mind that back in 1999, the tech giant, Cisco, traded at 200 times earnings, whereas today the world’s largest company, Nvidia trades at “only 40x” earnings. This suggests that conditions are not AS BAD as they once were, but it's something to keep in mind.
A separate analysis found that a few companies leading the market could actually be a GOOD THING for future profits. Since 1950, it was found that rising concentration led to even higher returns, especially since those were the companies generating the most revenue. This is partly why Morgan Stanley reset their price target for the SP500 to 7000 in 2026. Goldman Sachs sees 6,600 in range, and several others anticipate the chance of the SP500 reaching HIGHER than 7000 as tariff concerns begin to alleviate.
HOME PRICES:
According to CoreLogic, national home prices are up just 1–2% compared to last year. When you adjust for inflation, this is basically a mild decline. On top of that, inventory is also beginning to climb, with Zillow noting a 17% increase from a year ago. Not to mention, those homes are also sitting on the market for longer, taking an average of 19-days to go pending versus just 11 during the peak of 2023.
MY THOUGHTS:
After more than 8 years making YouTube videos, my thoughts are always going to be the same: I personally like dollar cost averaging into the overall market (consistently) regardless of price, and studies show that this produces the highest returns.
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He’s working with meet kevin
When will you make a video admitting you are a propaganda arm of the left? And that you bought a Ford Gt just to get bent over on it.
Tariffs = getting others to formally agree to trade in dollars?
You actually believe the cpi? What planet are you on? I import , extra 10% tarriff, dollar down 12% since last year. If I pass on cost to client once again you believe in the cpi? Do some sure search shadow stats
Gee. I guess the Stock Market just started to form a bubble back in January…😂
Its not the end of the world, nothing changed.
How can I as an Australian on the other side of the world see whats in store for the US economy and you are in the middle of it and think nothing has changed? What he is describing is the short term and certainly not all of what is about to happen in the next two years. The long term implications for the US with the breaking of trade deals and loss of trust has already seen the world economically and politically start to form new trade pacts, as well as security and political alliances that exclude the US or make it a legacy player. Thats along with foreign investment now leaving the US for other markets. Ironically being followed by a lot of US money from the rich end of town doing the same. Your quality of life is going to be permanently worse and here you are saying nothing has changed. You just gave the richest in the US a massive tax cut, while imposing a value added tax of 15 to 20 percent on ordinary Americans disguised as a tariff. Reseach how many US farms have gone bankrupt this year to give you some idea how you aren’t in the same country anymore. Then work your way up to the big picture.
Yea it’s coming
You poor fool.
You can’t see the forest for the trees
I feel like that frog was flashing me his bits lol.
😮
was definitely a jumpscare
@@GrahamStephandude. This market has been in a bubble and it’s not Trumps fault…🤷🏻♂️
1:12
Wow, not just a picture of a frog, but a frog doing gymnastics, crikey!
I remember hearing when the US debt hit 1 trillion, and that was a big deal, then hearing 3 trillion, and that was even more insane. Now we’re at 37 trillion, and we are talking about 54 trillion in 10 years and that’s not communicated enough of how bad that is.
quadrillion when
Truth is the US can get as much debt as they want as long as the USD is everybody’s problem
LOL😂
As soon as we lose our reserve currency status, that is when people will realize the debt really did mean something.
I don’t think it’s going to take 10 years to hit 54 trillion.
Powell is the most educated person so far
🤦🏻♂️
@@HankSemoreButzfound the Trumper/Part time PHD Economist
Truth
@@AaronEmerald LMAO yup
Didn’t he say this inflation was transitory and printed all this money
Hi Graham, i think thats so cool that you still reply to comments for the first hour after upload. God bless you 🙏🏼
You too!!
If I had a dollar for every “prepare now!” video I seen in my timeline since like, 2018, I wouldn’t need to prepare now.
this is very interesting situation we have right now, the credit volume is beyond insane levels, everybody buying stocks with money they dont have, everybody borrowing with view of later gains which is quite dangerous, 1.2 trillion dollars just from credit card debts balance … 2008 happened for far less
@@kacmed Yh i’m starting to pool cash, getting ready to dump cash at the right time when the dip comes
If your parents had a dollar for every time you whined …
Our government is spending more money than ever and plans on spending even more.. There’s going to be a point of no return.
You sir win the Internet today 😂
Stupid clickbait video.
Welcome to the channel.
Maybe the title but it’s informative
he’s a fraud making ppl panic over nothing
Housing crash when?
15:07 You say this. yet I’m classifying this video as just noise, especially when you read the video title.
Just want to clarify something. The head of the Fed isn’t appointed by the President. He nominates one of the Governors of the Board and the Senate finalize the nomination. To be a Governor, the president doesn’t touch that process. The Federal Reserve Banks vote them in. Trump can’t just “appoint” someone to manage the entire country’s money supply because he likes them.
Lmao you are naive. The next fed chair will be an absolute trump slurper.
Dollar is up 3.2% this month. Shot up 2% this week. Dollar is bouncing back already.
Love your content and can appreciate your attempt to be as unbiased as possible…
I appreciate that!
The frog picture really threw me off…. I was NOT ready 😂
🤫
It’s only been 3 months since tariffs were announced, and companies had enough time to front load goods by between 3 and 6 months’ worth of certain goods
Graham, I have watched your cast for a very long time now and today I realized that I totally trust your opinions and view of the current and future possibilities. That scares me a bit for I trust no one totally. Keep up the good work.
Bro, you don’t get it. A 2% reduction in housing price is literally NOTHING. Lower end of housing (cheaper) has gone up 300% in the last 5 years, and the amount of money we have is about half of what we used to have 5 years ago (due to inflation and rising costs).
So a house is 6x harder to get into than 5 years ago.
2% is LITERALLY NOTHING.
Fear-mongering…. Let’s not forget 10 Trillion in investment and 750 Billion for EU energy. But those things don’t effect the economy.
🗣️HIGHER FOR LONGER!! He meant it. The higher rates are keeping inflation down, despite the tariffs. We’ll see how well it’s working when the pre-tariff supplies run out in a few months.
I closed on a house in June. We were fighting 6-12 people for a house. I had to offer 35k above asking to get the one I’m in. There was another one that went 80k above asking. This is the 250-350k range of homes but most homes we looked at and through an offer at were same day.
That price point is definitely high demand!