Global Macroeconomist. President, Sri-Kumar Global Strategies, Inc., advising multinational and sovereign wealth funds. Views on https://teapawt.org/t.co/9L1c7cKgqq
Santa Monica, CA
Joined January 2012
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Latest SriKonomics, "Fed Sees Problem: Why Won't It Act?" is out srikonomics.substack.com/p/f… #Warsh says growth & employment strong, #inflation is elevated. But won't hike despite price target missed for ~6 years. What is #Fed waiting for? @federalreserve #FOMC
Dr. Komal Sri-Kumar retweeted
I’m going to make the case for a 3rd time this week that if tech stocks continue to falter here, the Fed will not be hiking rates in December due to the huge, as we know, reliance the US economy and US stock market has on it. Rate hike odds have slipped modestly to 74% from 84% both right before and after Fed Chair Warsh spoke on Wednesday. And if I’m right, I expect the US dollar to weaken as the whole world is long US tech stocks, the lack of another hike would give less reason to own the US dollar, and I’d think REAL interest rates would drop too and thus gold should end its corrective move here, going on since hitting its peak in January.
Latest SriKonomics, "Fed May Pause, Risks Do Not!" is out srikonomics.substack.com/p/f… Why will #FOMC & #Warsh not hike on Wednesday despite surging #Inflation ? How is he likely to explain pause?
Latest SriKonomics, "#inflation Accelerates, #Fed Waits" is out srikonomics.substack.com/p/i… Despite alarming CPI, PPI numbers last week, @federalreserve officials remain sanguine. #Warsh gives no signal about future policy. Go figure!
Dr. Komal Sri-Kumar retweeted
BOOM OR CRASH? Two financial heavyweights. Two radically different predictions for America's future.
@PeterSchiff warns of an economic crisis. Grant @GrantCardone sees a historic boom ahead.
#Housing, #inflation, #Bitcoin, #gold, real estate — they clash over what's coming next and where investors should put their money.
They can't both be right.
Watch the full debate: youtu.be/9c18LLck0UA?si=W_SI…
I will be hosting this debate between @GrantCardone and @PeterSchiff tomorrow on the #economy, interest rates, real estate, #Bitcoin....submit your questions in the comments below! I'll call out user names if your question is selected. Share this to spread the word
Latest SriKonomics, "Governments Borrow, Lenders Send Bill" is out srikonomics.substack.com/p/g… Why are yields rising worldwide? Governments miss the most obvious of reasons -- supply and demand for debt @SecScottBessent @USTreasury
Dr. Komal Sri-Kumar retweeted
Correct! The de-dollarization crowds may eventually be proven right after decades of warnings. My best advice: The next time there’s a financial crisis, how’s about NOT issuing all of that emergency debt in $s. Someone once said something about actions speaking louder than words.
Latest SriKonomics, "Bond Yields: A Reprieve, Not a Reversal" is out srikonomics.substack.com/p/b… Does relief in bond yields last week mean selling is over? What needs to happen to lower #yields over long term @SecScottBessent @USTreasury @federalreserve #Warsh
Dr. Komal Sri-Kumar retweeted
Noteworthy
Dr. Komal Sri-Kumar retweeted
Well Sri, you did it again. Your previous commentary “Can Treasury’s Trigger Next Crisis” really squarely hit the proverbial nail on the head. Crisis: “The full faith and credit of the United State Government” is about to be tested for real. Phenomenal call last Saturday.
Dr. Komal Sri-Kumar retweeted
Congress only comes together in catastrophy. Successive failed US Treasury auctions will trigger a response from an apathetic congress. Sri, you have hit the proverbial nail on the head with this warning. Result: higher taxes and non partisan cuts to government spending.
Dr. Komal Sri-Kumar retweeted
Can Treasurys Trigger Next Crisis?, by @SriKGlobal srikonomics.substack.com/p/c…? | The @USTreasury is now the chief source of systemic risk to the US financial system. How does @federalreserve address this risk?? – at Cooper City, FL
Latest SriKonomics, "Can Treasurys Trigger Next Crisis?" is out. srikonomics.substack.com/p/c… Treasurys have long been shelter from financial storms. What if the shelter itself begins to shake? @SecScottBessent @USTreasury
Dr. Komal Sri-Kumar retweeted
Notable
We've never in almost 100 years seen breadth this bad.
The S&P $SPY is knocking on new highs but there are (many) more stocks at lows than highs.
The percentage of stocks in long-term uptrends is plunging.
The only remotely similar setups were January 1973 and November 1999.
Dr. Komal Sri-Kumar retweeted
Federal Reserve will need to be ‘aggressive’ on inflation, says top official ft.com/content/e173bec6-352b… via @ft | More AI hallucinations. How do we address inflation with @USTreasury running a $2T deficit. Nobody says a word. @SriKGlobal @Kathleen_Hays – at Sandston, VA
Dr. Komal Sri-Kumar retweeted
The Wrap with Chris Whalen @rcwhalen is up!
youtu.be/741FBFc2vh0?is=93D8…
