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Looming Price Hikes on Food Set to Hit Americans This Fall

Looming Price Hikes on Food Set to Hit Americans This Fall

Higher inflation could force Fed action, leading to a ‘deeper recession’

In its effort to contain inflation, the Federal Reserve has begun what many expect to be a series of interest rate boosts, which are already taking a toll on stock and housing markets, with job losses likely to follow. While Americans grow weary of record high gas and grocery prices, however, another round of price increases is making its way through the food supply chain and is expected to reach consumers this fall.

“People don’t realize what’s fixing to hit them,” Texas farmer Lynn “Bugsy” Allen said. “They think it’s tough right now; you give it until October. Food prices are going to double.”

The 8.8 percent increase in food prices that Americans have already seen doesn’t take into account the dramatically higher costs that farmers are now experiencing. That’s because farmers pay upfront and only recoup their expenses at the point of sale, months later.

“Usually, what we see on the farm, the consumer doesn’t see for another 18 months,” said John Chester, a Tennessee farmer of corn, wheat, and soybeans. But with the severity of these cost increases, consumers could feel the effects much sooner, particularly if weather becomes a factor.

“Nothing that consumers are paying is going to bridge the gap for farmers right now,” according to Lorenda Overman, a North Carolina farmer who raises hogs and grows corn, soybeans, and sweet potatoes. She said the spike in fuel costs has put her farm into the red this year.

…click on the above link to read the rest of the article…

The Failure of Central Banking: Politics

The Failure of Central Banking: Politics

The view was generally held that centralization of banking would inevitably result in one of two alternatives: either complete government control, which meant politics in banking, or control by ‘Wall Street,’ which meant banking in politics.

– Paul Warburg, 1930

The idea of the central bank was born in the Middle Ages, when failures of the largest merchant banks of that era, founded by the Bardi and Peruzzi families, shocked the Italian City-State of Florence in 1343 and 1346. These financial crises gave birth to the idea that the commercial banking sector would need a “liquidity backstop,” i.e., an entity that could lend to private financial institutions in trouble. This was the original aim of central banks: to act as piggy banks for solvent commercial banks with temporary liquidity problems.

The first central bank that resembled the modern ones emerged in 1609, when the Dutch empire created an exchange bank, Wisselbank, to convert foreign coins into domestic currency. The central bank of Sweden, the Riksbanken, was created in 1668, and the Bank of England (BoE) in 1694. These were mostly servants of rulers and governments. But the really big twist came in 1914, when the U.S. Federal Reserve Bank was created. Its creation was mired with worries that it might socialize the economy.

To calm these fears, the power of the Fed to issue legal tender (currency) was restricted by both the “real bills doctrine” and the gold standard. The real bills doctrine stated that the Fed could only extend credit and thus increase the supply of money against collateral that already had established value through a “commercial transaction.” This meant that the value of the collateral could not be in the future effectively banning, e.g., the monetization of the federal debt…

…click on the above link to read the rest of the article…

Nowhere to Hide

Nowhere to Hide

Investors don’t need to be told about the recent stock market crashes. The Dow Jones index is down 12.5% since early January. The S&P 500 is down 16.1% in the same period. The Nasdaq Composite is down an even more spectacular 26.5% this year. It lost more ground today.

This puts the Nasdaq solidly into a bear market (down 20% or more from an interim peak) while the Dow and S&P 500 are both in correction territory (down 10% or more from an interim peak).

The Dow was up slightly today, but the S&P was down again. On current trends, the S&P 500 may break into bear market territory in a matter of days with the Dow not far behind.

This collapse coming so soon after the market crash of March 2020 may surprise some investors, although this outcome was predicted in my last book The New Great Depression, published last year.

We could get into the reasons for the recent market swoon, like the Fed’s taking away the punch bowl, but the reasons almost don’t matter at this point.

What truly is surprising is that the stock market is not alone in its recent dismal performance.

The Great Crypto Crash

U.S. Treasury bonds, foreign currencies, gold and other commodities have all declined sharply side by side with stocks. There are good reasons for this, including the prospect of a recession that could cause stocks, gold and commodities to fall in sync.

Still, the market carnage doesn’t end there. The biggest collapse among major asset classes is in Bitcoin and other cryptocurrencies.

The price of Bitcoin has fallen over 55% since last November, when Bitcoin peaked at around $69,000. As I write this article, Bitcoin is trading at $29,647.

…click on the above link to read the rest of the article…

Buckle Up for a Crashing Economy and More Inflation

Buckle Up for a Crashing Economy and More Inflation

Jerome Powell began hinting that inflation might be a problem last August. In November, Powell retired the word “transitory.” But here we are in May and the Federal Reserve still hasn’t done anything substantive to address the inflation problem.

And now it may be too late. It’s probably time to buckle up for more inflation – and perhaps a crashing economy.

Powell and Company have been talking tough for months, but there hasn’t been a whole lot of action. In March, the central bank raised interest rates a paltry 25 basis points. At the May meeting, the FOMC followed up with a more aggressive 1/2% rate hike but took a 75 basis point rate hike off the table.

Meanwhile, the Fed didn’t even start tapering quantitative easing until January. In mid-April, the balance sheet was still expanding, hitting an all-time high of $8.97 trillion.

At the May FOMC meeting, the Fed unveiled its balance sheet reduction scheme. It was hardly impressive. If the Fed shrinks its balance sheet at the proposed rate, it will be back to pre-pandemic levels in about eight years.

The Fed has targeted a 2.5% interest rate by the end of the year. With GDP already going negative in Q1, it’s questionable that the Fed can get there without completely tanking the economy. There are already signs that the Fed has pricked the housing bubble.

And as Mises Institute senior editor Ryan McMaken pointed out in a recent article, the Fed really needs to push rates much higher than 3%.

One percent may seem high to some market observers of recent rate cycles, but we’re now in a high-inflation environment with price inflation above 8 percent. The Fed is going to have to do more than a mild hike here and there to make a dent in 8 percent CPI (Consumer Price Index) inflation…

…click on the above link to read the rest of the article…

Will the bullwhip do the Fed’s job on inflation?

Will the bullwhip do the Fed’s job on inflation?

The only thing surprising about the freight market slowdown is the speed at which it’s unfolding. The supply chain “bullwhip effect” is both predictable and expected. The surge of inventories and declining freight costs/capacity imbalances will be deflationary.

The trucking market has slowed. Demand for trucks usually surges during the Spring, but this year, demand for truckload freight has broken out of this typical seasonal pattern.

Outbound Tender Volume Index (OTVI) is an index which measures the volume of truckload order requests in the contract truckload market. The OTVI chart shows year over year activity from 2018 to this year.

The bullwhip effect is something every supply chain 101 student learns about – the idea that upstream providers overproduce in reaction to a one-time demand shock.

What is the bullwhip effect? 

According to the Chartered Institute of Procurement and Supply, the bullwhip effect “is defined as the demand distortion that travels upstream in the supply chain from the retailer through to the wholesaler and manufacturer due to the variance of orders which may be larger than that of sales.”

The best way to think of this in terms of COVID is that in the early part of the cycle, the Federal Reserve was pouring trillions of dollars into the economy to ensure that the market didn’t collapse. Consumers went out and spent all of that money on physical goods. At the same time, production in China and the U.S. was shut down or limited. The combination – stimulating consumption but limiting production – caused the American consumer to burn through almost all inventory.

Retailers ordered more goods based on the inflated demand at that time. Upstream to them, wholesalers and manufacturers did the same. Along that chain some even ordered bumper stock.

…click on the above link to read the rest of the article…

David Stockman on the Coming Stock Market Crash of Biblical Proportions

David Stockman on the Coming Stock Market Crash of Biblical Proportions

Stock Market Crash

International Man: Whether we like it or not, the reality is, the Federal Reserve has an enormous influence over the dollar and the stock market.

And right now, the Fed has an urgent and fateful decision to make.

It can keep printing trillions of dollars, let inflation skyrocket or tighten monetary policy, and watch the stock market crash.

In other words, it can sacrifice the stock market or the dollar.

David, what do you think the Fed will do, and what are the implications?

David Stockman: Well, I think whether it wants to or not, the Fed will crash the stock market. The Fed has painted itself into a hellacious corner because it’s made such a fetish out of its 2% inflation target, especially since January 2012, when it officially adopted this quantitative target.

In fact, most of the massive money printing, which has occurred since 2012, when the economy was pretty much recovered from the Great Recession anyway, has been justified by an inflation shortfall, which wasn’t true, but that was the justification.

They were trying to raise inflation and therefore felt that they could keep quantitative easing at these huge rates, including $120 billion per month, until recently. And as a result, we’re now in a world in which inflation is heading towards double digits.

I think they’re going to have no choice but to throw on the brakes much harder than the market is expecting, much harder than they would like to do, or maybe even intend at the moment, but there’s no choice.

Now, when you have double-digit inflation, number one and second, you’re going into what’s going to be a nasty election season in which the Republicans will finally see hope for their salvation in a horrendous battle on the inflation front blaming the Democrats and Biden.

…click on the above link to read the rest of the article…

For Freak’s Sake, People, Even the Crash Test Dummies Are Nervous

For Freak’s Sake, People, Even the Crash Test Dummies Are Nervous

Those trusting the Fed to be visibly weak, corrupt and incompetent forever might be in for an unwelcome surprise.

When even the crash test dummies are nervous, it pays to pay attention. Being in a mild crash isn’t too bad if all the protective devices inflate as intended. But in a horrific crash where nothing goes as planned, it’s like speeding in a ready-to-explode Pinto and being side-swiped by a semi on Dead Man’s Curve.

The stock market is in the Pinto, and the smell of gasoline is so strong it’s overpowering the smell of old Cheetos and stale beer. The Federal Reserve is driving, and it’s got a crazy glint in its eyes that everyone dismisses– to their immense regret when the Pinto goes off the cliff and flames envelop the wreckage.

We’re talking metaphorically here. The pain of catastrophic financial losses isn’t physical. But that doesn’t mean it won’t hurt for years or even decades.

Here’s a brief recap: The Fed says inflation is under control, will soon subside, and is no biggie.

In other words, the Fed believed it wielded Jedi Mind Tricks (to convince the masses that there was nothing to worry about as “this isn’t the inflation you’re looking for”) and that it was living in a Wizard of Oz world in which it possessed supernatural powers: if we say inflation is declining, it will decline.

Put simply, the Fed is completely delusional. If you need more proof, consider their risible claim that Fed policies aren’t the cause of soaring wealth inequality, when the evidence that the Fed has destabilized society by boosting wealth inequality to new heights is incontestable to all but con artists and the delusional.

…click on the above link to read the rest of the article…

FRA-OIS Explodes: Here Is The Only Chart Powell Is Closely Watching, And Why It Is Soaring

FRA-OIS Explodes: Here Is The Only Chart Powell Is Closely Watching, And Why It Is Soaring

Some were quick to mock repo guru and former NY Fed staffer Zoltan Pozsar when he warned that the unexpected western blockade of Russia had the feel of a Lehman weekend, because virtually nobody had any idea what the forced exclusion of  a G-20 economy from the global financial system would lead to. In fact, just yesterday Jerome Powell admitted that he had not been consulted, suggesting that arguably the most momentous financial decision in modern history has made without consulting the single most important financial person in the world.

However, it appears that while Pozsar may have been ahead of the curve, as usual, he was not wrong, and today the all important FRA-OIS indicator of interbank funding stress (and money-market risk) is surging, and at last check was above 37bps, up a whopping 12 pts…

… amid relentless selling in March 2022 eurodollar futures with the contract off session lows but remains cheaper by around 10bp on the day, with some speculating that at least some funding markets are starting to grind to a halt.

One can argue that while Powell and the Fed may be oblivious to the ongoing collapse in stocks, which they view as overvalued and as having enough buffer to drop especiallyhe is closely watching every uptick in this most critical stress indicator.

A very quick primer on this all important spread:

  • What is FRA? A forward rate agreement is a deal to swap future fixed interest payments for variable ones, or vice versa. The key rate for U.S. markets is the three-month London interbank offered rate, or Libor, in U.S. dollars…

…click on the above link to read the rest of the article…

Even the Fed’s Lowball Inflation Measure Goes WOOSH: Fodder for 50-Basis-Point Rate Hike in March

Even the Fed’s Lowball Inflation Measure Goes WOOSH: Fodder for 50-Basis-Point Rate Hike in March

The most reckless Fed ever is still just watching – and fueling – the consequences of 23 months of policy errors as the Inflation Monster gets bigger and bigger.

The Fed’s official yardstick for inflation, the “core PCE” price index, which excludes food and energy and is the lowest lowball inflation measure the US government produces and which understates actual inflation more than any other inflation measure, spiked by another 0.5% in January from December, and by 5.2% year-over-year, the worst inflation spike since April 1983, according to the Bureau of Economic Analysis today.

The Fed’s official and inexplicable inflation target is 2%, as measured by this lowest lowball inflation measure. And now even this lowball measure is 2.6 times the Fed’s target:

But back in 1982 and 1983, inflation was on the way down; now inflation is spiking to high heaven. Back in 1982 and 1983, the Fed’s policy rates were over 10%; now they’re near 0%.

Several Fed governors have put a 50-basis-point rate hike on the table for the March meeting. Yesterday it was Federal Reserve Board Governor Christopher Waller who said that “a strong case can be made for a 50-basis-point hike in March” if we get hot readings for today’s core PCE index, and the jobs report and CPI in early March. The first of the three conditions has now been met with panache.

“In this state of the world, front-loading a 50-point hike would help convey the Committee’s determination to address high inflation, about which there should be no question,” he said in his speech.

The overall PCE price index, which includes food and energy, spiked by 0.6% in January from December, and by 6.1% year-over-year, the worst reading since February 1982.

…click on the above link to read the rest of the article…

Armstrong v Schwab

While Nigel Farage spoke at our 2019 WEC in Rome, he said he came because our events were the “alternative to Davos.” For years Schwab and I have been on opposite sides of the table. The stark difference between myself and that of Klaus Schwab boils down to the divergence in economics between Adam Smith and Karl Marx. Smith approached the subject from the realization of not knowing how the economy functioned.

He embarked upon a path of discovery and came upon his monumental revelation of the invisible hand. Innovation can only come from the frontlines, and that is the individual who witnesses an opportunity to create something to fill a need. That can never be the role of government and the movie “Mr. Jones” illustrated that central control. Communism could not produce enough food so Stalin stole it from the Ukrainians, causing 7 million to die all to pretend communism did not fail.

That came to a head with the famous 1959 Kitchen Debate where Nixon showed that the innovation that raised the living standards of the people came only from those of the frontlines — the people. This idea of material “equality” and focusing only on that aspect dehumanized society and deprived it of innovation from the people. This became the stark difference between Smith and Marx, which to this day distinguishes even me from Klaus Schwab.

It was the academics who rejected the idea of laissez-faire and the invisible hand and took the position that they could improve society by manipulating the people. They took the position that the government held the power to control the economy at will. This became the “New Economics” or Keynesian Economics, which even Keynes admitted he was wrong before he died…

…click on the above link to read the rest of the article…

 

Our Leaders Made a Pact with the Devil, and Now the Devil Wants His Due

Our Leaders Made a Pact with the Devil, and Now the Devil Wants His Due

The unprecedented credit-fueled bubbles in stocks, bonds and real estate are popping, and America’s corrupt leaders can only stammer and spew excuses and empty promises.

Unbeknownst to most people, America’s leadership made a pact with the Devil: rather than face the constraints and injustices of our economic-financial system directly, a reckoning that would require difficult choices and some sacrifice by the ruling financial-political elites, our leaders chose the Devil’s Pact: substitute the creation of asset-bubble “wealth” in the hands of the few for widespread prosperity.

The Devil’s promise: that some thin trickle of the trillions of dollars bestowed on the few would magically trickle down to the many. This was as visibly foolish as the promise of immortality on Planet Earth, but our craven, greedy leadership quickly sealed the deal with the Devil and promptly inflated the greatest credit-asset bubble in human history.

Rather than trade away one’s soul, America’s leaders traded away the future security and stability of the nation. By refusing to deal with the real problems exposed by the collapsing financial scams in 2008-09, our leaders–both the unelected Federal Reserve and the elected “best government money can buy”–chose to bail out the scammers who had greased their palms so generously and sacrificed the prosperity of the many to do so.

This is more or less the equivalent of sacrificing innocents at the altar of the gods to ensure the leaders’ rule will continue to be successful.

The Devil was delighted to serve up the illusion of godlike powers to our corrupt, greedy leaders. The deal looked oh-so win-win: we enrich the top few percent and offload the costs and sacrifices on the powerless many, who were told that they would benefit from the trickle of cash leaking out of the super-wealthy’s bulging pockets.

…click on the above link to read the rest of the article…

Fed One Meeting Away from Creating a Doomsday Market Sinkhole

Fed One Meeting Away from Creating a Doomsday Market Sinkhole

Photo CC-BY-2.0 courtesy of the Oregon Department of Transportation

The effective Federal Reserve funds rate (the EFFR) has been sitting at virtually zero for a long time now. It feels a little strange to think about the fact that it was 14 years ago when the central bank first helped to trigger the crash of 2008; and we are still dealing with the consequences of it today. I only started writing for the liberty movement two years before that. The amount of time that it takes for economic disasters to develop is well beyond the average person’s attention span. In fact, there are many people who are adults today that have no clue what happened in 2008 because they were in elementary school when it went down.

This is how the establishment is able to get away with the negative changes to our national standard of living – because these changes usually happen over the course of decades and almost no one notices.

That said, there comes a point in any financial collapse where the floor is as thin as it will ever get. When the next shoe drops it’s going to break right through along with all the furniture. At this stage there is no slow moving crash, everything goes all at once. We have already seen this scenario in action, and again, I don’t think very many people remember the event.

Here’s what most people have forgotten

In 2018 the Fed began hinting at the institution not only of rate hikes but also cuts to asset purchases and its balance sheet simultaneously. It’s important to understand that effective rates had been sitting near zero for almost a decade and cheap overnight loans from the central bank were feeding one of the longest running corporate stock buyback bonanzas in history…

…click on the above link to read the rest of the article…

Fed Rate Hike Will Cause Hyperinflationary Great Depression – John Williams

Fed Rate Hike Will Cause Hyperinflationary Great Depression – John Williams

Economist John Williams says the economy is in deep trouble, and the Fed knows it.  Williams says the Fed talking up “robust economic growth” that is causing inflation is “nonsense.” Williams explains, “The one thing that is not causing inflation is ‘robust economic growth.’  So, when they talk about raising interest rates to kill this robust economic growth that’s triggering the inflation, that’s absurd, and the Fed knows it. . . . If the Fed foolishly raised rates as reflected in the payrolls as not being fully recovered, you are going to have a sharp downturn, a double dip depression here.  At the same time, you are still going to have the inflation.  You are going to end up with an inflationary depression or a hyper-inflationary Great Depression.”

According to Williams’ forecast, “In terms of a crash, I am looking for much higher inflation, maybe hyperinflation, and I am looking for the economy to crash.  You can address the inflation by personally holding physical gold and silver.”

So, jobs are going to disappear?  Williams says, “They already have, but hopefully all the effects of the pandemic will disappear, and people will get back to work, but that is not happening now.  There is no sign of it getting better.  In fact, the numbers are indicating it’s getting worse. . . . The holiday retail economy in November and December declined at the worst pace since the Great Recession.  You had a negative holiday shopping season.  That’s not a booming economy.”

On top of that, Williams says the real inflation rate is 14.8 %, if you disregard all the gimmicks the government uses to make inflation look less than what it really is.  Williams says, “That’s the highest inflation rate since the Truman Administration.”

…click on the above link to read the rest of the article…

The End of Free-Lunch Economics

rajan74_STEFANI REYNOLDSAFP via Getty Images_fedSTEFANI REYNOLDSAFP via Getty Images

The End of Free-Lunch Economics

CHICAGO – Smart economic policymaking invariably requires trading off some pain today for greater future gains. But this is a difficult proposition politically, especially in democracies. It is always easier for elected leaders to indulge their constituents immediately, on the hope that the bill will not arrive while they are still in office. Moreover, those who bear the pain caused by a policy are not necessarily those who will gain from it.

That is why today’s more advanced economies created mechanisms that allow them to make hard choices when necessary. Chief among these are independent central banks and mandated limits on budget deficits. Importantly, political parties reached a consensus to establish and back these mechanisms irrespective of their own immediate political priorities. One reason why many emerging markets have swung from crisis to crisis is that they failed to achieve such consensus. But recent history shows that developed economies, too, are becoming less tolerant of pain, perhaps because their own political consensus has eroded.

Financial markets have become volatile once again, owing to fears that the US Federal Reserve will have to tighten its monetary policy significantly to control inflation. But many investors still hope that the Fed will go easy if asset prices start to fall substantially. If the Fed proves them right, it will become that much harder to normalize financial conditions in the future.

Investors’ hope that the Fed will prolong the party is not baseless. In late 1996, Fed Chair Alan Greenspan warned of financial markets’ “irrational exuberance.”…

…click on the above link to read the rest of the article…

Potemkin Economy: Costs & Consequences

Potemkin Economy: Costs & Consequences

A Potemkin economy has lured the Fed, economists, and Wall Street analysts into a potentially dangerous assumption of economic normalcy. However, with a review of how we got here, we can better understand the costs and consequences of monetary interventions.

“In 1783, after the Russian annexation of Crimea from the Ottoman Empire and the liquidation of the Cossack Zaporozhian Sich, GrigoryPotemkin became governor of the region. Crimea, devastated by the war, and the Muslim Tatar inhabitants became viewed as a potential fifth column of the Ottoman Empire. Potemkin’s major tasks were to pacify and rebuild the country by bringing in Russian settlers.

In 1787, as a new war was about to break out between Russia and the Ottoman Empire, Catherine II, with her court and several ambassadors, made an unprecedented six-month trip to New Russia. One purpose of this trip was to impress Russia’s allies prior to the war. Another purpose was to familiarize herself, supposedly directly, with her new possessions.To help accomplish this, Potemkin set up “mobile villages” on the banks of the Dnieper River. As soon as the barge carrying the Empress and ambassadors arrived, Potemkin’s men, dressed as peasants, would populate the village. Once the barge left, the village was disassembled, then rebuilt downstream overnight.” – Wikipedia

While there is some debate about the accuracy of the story, in politics and economics, a Potemkin village is any construction (literal or figurative) whose sole purpose is to provide an external façade to lead the population to believe the country is faring better than reality. 

A reasonable amount of data suggests the Federal Reserve and the Government created such a facade.

A Potemkin Market

…click on the above link to read the rest of the article…

 

Olduvai IV: Courage
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Olduvai II: Exodus
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