Inflation: Are we Seeing the Whites of their Eyes?

Featuring Greg Weldon

Regular contributor Greg Weldon, brings ‘Weldon Live’ to Real Vision TV for the last time of 2016, as he breaks down the impact and fallout of the Fed’s decision to raise interest rates. In an all encompassing round up, Greg also considers if we really want a stronger dollar, as well as the ‘two-faced’ energy market and dollar driven destruction in gold.

Published on
21 December, 2016
US Economy, Global Outlook, Credit Market
42 minutes
Asset class
Bonds/Rates/Credit, Commodities, Currencies


  • TQ

    Tom Q.

    31 1 2017 13:49

    0       0

    You can download the slides for this presentation via this link:

  • MM

    Michael M.

    14 1 2017 20:56

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    The bottom line!... great data!

  • KE

    Kenan E.

    27 12 2016 14:05

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    Thanks for not going as fast as in the last videos. This way I don't have to watch 10 times... ;-) BIG FAT THANKS. This way Gregs videos are just great!!!!

  • KA

    Kevin A.

    25 12 2016 04:59

    1       1

    Oil production increases covering an assumed OPEC cut didn't mention anything about Russia. I heard somewhere that they produce oil too.

  • MS

    Matt S.

    24 12 2016 22:00

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    How do I get the know what this guy knows in the shortest possible time?

  • AC

    Andrew C.

    24 12 2016 04:58

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    (Sorry, I'm not from the US, so just trying to understand), regarding people who drop out of the 'workforce'. I imagine they drop out of the equation by not receiving unemployment benefits and not being officially employed. What do they do to feed/clothe themselves? Switch to cash economy? Live in the mountains? Live on savings? Why wouldn't they just stay on benefits?

  • AK

    Andy K.

    23 12 2016 16:02

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  • CH

    Calvin H.

    22 12 2016 23:58

    2       0

    To all the critics -- his pieces are not long term oriented - he is DAILY, like he mentioned at least x2! He is giving us what is " in front of the windshield". Don't think he does not know what is 'over the hill'.

  • SS

    Sam S.

    22 12 2016 20:02

    3       0

    I'd hate to be President. So many opinions, so many people and so many hidden agendas. This whole mess appears to be a savor for banks of all types and the hell with everything else. Wait---nothing has really changed. has it? Same old same old. Banks never risk their own money, always other peoples money---OPM. WTF.

  • DD

    Derek D.

    22 12 2016 17:43

    2       0

    Inflation is never happy or healthy. This notion really has to end.

  • db

    don b.

    22 12 2016 17:16

    7       1

    I don't think Greg gets the fact that gold is cracking because it's being attacked by the ESF at the US Treasury by Machine Driven HFT Sell Algos not some relationship with the US Dollar. C'mon man you really think we have a natural price signal or fair markets?

  • db

    don b.

    22 12 2016 16:40

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    "We all had a real good time" watching the financial world's Edgar Winter

  • AH

    Andrew H.

    22 12 2016 16:13

    1       0

    I love his review of the data. I do not think that there will be a long term move up in rates. Use increases in rates over the coming months to buy duration. Buy gold when the fed has to admit it can not raise rates further.

  • VS

    Victor S.

    22 12 2016 13:46

    8       0

    Greg is without peer in the comprehensiveness ,scope, insightfulness and pure nitty gritty work of his numbered and analysis. I don't grasp how anyone is not impressed with this must have review/service? Great work!

  • T~

    Tshort63 ~.

    22 12 2016 05:15

    1       0

    Thanks Mr . Weldon, always appreciate the thinking to stimulate my own.

  • CW

    Chad W.

    22 12 2016 04:50

    2       0

    Great analysis from ole St. Nick!

  • CK

    Chris K.

    22 12 2016 04:36

    2       0

    @GG, he's not contradicting himself. You must also consider the timeline of when these things will happen.

  • HJ

    Harry J.

    22 12 2016 03:43

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    Hyper to the extream!

  • JM

    Jim M.

    22 12 2016 02:06

    2       0

    @TW - Your comment about Greg changing his tune dramatically on gold since the last time here is a high dive into an empty pool; he reports to his clients almost every day.

  • GG

    Gerald G.

    21 12 2016 19:14

    41       3

    This is a classic case of the old adage: "BS baffles brains". Sure there is a TON of excellent micro analysis but, in aggregate, what does it all mean? There are two fundamentally contradictory points that Weldon makes that he doesn't even attempt to resolve. On one hand he says (rightly) that rising interest rates are going to create an untenable debt servicing problem and, on the other hand, he claims that Trumps trillion dollar spending plan will be bullish for stocks and cause the Fed to raise rates. Nobody is thinking this through to it's logical conclusion. The believe that Trump is going to magically stimulate growth is just one more fantasy in bull market driven, for the last 8 years, by one fantasy after another.

  • RM

    R M.

    21 12 2016 19:05

    3       1

    Excellent set of charts and discussion on current state. Thanks!

  • dj

    daniel j.

    21 12 2016 18:58

    5       1

    Yeah man, wonderfull, precise as allways.

  • Sv

    Sid v.

    21 12 2016 16:57

    4       1


  • fc

    frank c.

    21 12 2016 16:55

    15       0

    well from a macro point of view it doesn't look like the fed can do much from here and it sounds like we are already in a recession....Trump his spending stuff will take a lot of time to be implemented in the meantime hard figures are coming in...confirming the recession. From a cycle point a view it is due as well. Chaos in EU Political and Banking wise is not going to arrange things as it is all interconnected and would assume the Yen might become a safe haven again for a while and reverse violently back to 95, Gold therefore might reach a low point again around 1050 and potentially lower but should react violently once the Yen carry is being liquidated.

  • LA

    Linda A.

    21 12 2016 16:43

    8       0

    So thorough is right. This is a fantastic presentation with all things linked to King dollar. Another wave of transitory disinflation with oil - Julian Brigden. Thank u Greg, u are awesome! Merry Christmas/Happy Holidays!

  • RM

    Richard M.

    21 12 2016 16:07

    7       1

    Man, I love this guy! So thorough, so thoughtful, so compelling!!! Thank you RVTV (and to you too Greg, of course )!

  • tW

    tgwtom W.

    21 12 2016 14:46

    15       1

    From gold a buy @ 1240 1250 last time to gold 890 watch this time - happy holidays😅