New Wednesday on INK Ultra Money: Fed day special with Komal Sri-Kumar

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Here is what's new today on INK Ultra Money.

1. Bonds: The Fed & Trade Wars - Real Vision (free content)

Komal Sri-Kumar, president of Sri-Kumar Global Strategies, updates his home-run trade on Treasuries and reviews his current outlook for recession. In this interview with Jake Merl, Sri highlights the upcoming FOMC meeting, discusses why the trade war is the main driver for the bond market, and notes his expectations for the 10-year Treasury yield. Filmed on September 17, 2019.


Komal Sri-Kumar: Trade war will influence direction of rates

2. Insiders wait for a spark at Luminex Resources - INK Research (subscriber content)

Luminex resources (LR) was spun out of Lumina Gold (LUM) in the summer of 2018. It has three core projects in Ecuador with two farmed out to two different gold majors. Luminex is drilling on the third project and insiders seem to like what they are hitting.

Insiders are betting on an eventual breakout

There is also an audio download available below.


3. The Monetary Policy Endgame - Real Vision (subscriber content)

This video is probably too late for the ECB and Bank of Japan, but might be just in-time for the Fed. Simon White, co-founder of Variant Perception, explains his view that as interest rates approach the zero bound, conventional monetary policy tools do not achieve their intended goals, but instead create deflationary pressures. He argues that in a negative-rate world, the private sector increases savings rates to combat their lack of income - causing an even bigger deflationary push. White believes that conventional monetary policy is nearing its limits, and MMT will unleash a flurry of inflation as politicians take control of policy. Filmed on September 13, 2019 in London. Variant Perception’s whitepaper on MMT can be accessed at this link:

Watch >>

4. China's Uncertain Currency Situation - Real Vision (free content)

Russell Clark of Horseman Capital explains to Roger Hirst why the Chinese are in a sticky currency situation. Clark argues that as the global economy sputters and the trade war rages on, there is a risk that the Chinese authorities will be pushed to further devalue the renminbi. This clip is excerpted from a video published on Real Vision on July 11, 2019 entitled “Will Chinese Devaluation Be the Black Swan.”

Watch >>

All Canadian Insider users have access to free episodes from Real Vision. INK Research CIA subscribers have full access to all Ultra Money videos including premium content. Non-INK subscribers can sign-up directly on INK Ultra Money or stay tuned for a special offer coming here soon.

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