Aus dem aktuellen Myrmikan-Newsletter hat Goldfinger/ceo.ca folgendes hervorgehoben.
"Central banks have little ability to reduce commodity prices (and therefore the price level of goods) when they are driven higher because of bad regulation (as in the U.S.), military destruction (as in the Ukraine), or political sanctions (as against Russia).
Raising interest rates to inhibit demand to match lower supply makes financing commodity projects harder, reducing future supply, and, therefore, increases the costs of living still further. Only an act of desperation, such as throwing the economy into a depression to lower demand more than reduced supply can lower prices. But low prices also inhibit supply growth, meaning any recovery will send prices higher than before."
[...]
"The Fed is running out of time. Rising rates have hit commodities, but only back to previous, pre-COVID peaks, not low enough to knockout the BRICS. The U.S. economy is imploding. Continued aggressive rate hikes will usher in a depression, defund the state, and perhaps not even break the BRICS.
A Powell pivot will lower the dollar and grant relief to risk assets, but will also empower America’s geopolitical enemies. After the initial rate hikes shocked over-levered speculators, it is no wonder that gold has found a bottom and is again rallying." ~ Dan Oliver, Myrmikan Capital
saludos