Christopher Puplava, CRPC®'s Contributions

Smart Macro: A Very Big Week for the Bulls

Sep 27, 2024 – We just experienced a significant week for the markets, marked by several noteworthy events that could shift the economic outlook. After the Federal Reserve announced a 50-basis point rate cut last week, China has now unveiled...

Smart Macro: Gold Hits New Record, Silver Climbs – Here’s What’s Happening

Sep 13, 2024 – Precious metals experienced a significant surge this week, with gold hitting a new record high of $2,610/oz and silver climbing back above $30/oz. If you're invested in precious metals or have an interest in this market, today’s show...

Smart Macro: Are Investors Too Optimistic About the Outlook?

August 30, 2024 – In today's Smart Macro edition of the Financial Sense Newshour, Chris Puplava explains how the Fed's focus has now shifted from high inflation to a weakening job market, especially now that we've seen one of the largest downward revisions to the jobs data since the Great...

Smart Macro: Mixed Messages, Corporate Buybacks, and the Case for EM Bonds

Aug 16, 2024 – Chris Puplava discusses the role corporate buybacks are playing in driving the bounce back in stocks and why we are starting to increase our exposure to emerging market bonds. Also, Chris covers the most recent economic data...

Smart Macro: Across the Board Weakness; California Worst Data in the Nation

Aug 2, 2024 – In today's Smart Macro segment, Chris Puplava dives into the jobs data released today and surveys the major trends we are seeing by state and region. As he points out, California posted the worst numbers in the country...

Winter (Rate Cuts) Is Coming

Jul 23, 2024 – The stock market typically rallies after the last Fed rate hike through the onset of a recession. However, once a recession begins, the stock market has seen declines as little as 9% (1980 recession) to as great as 54% (2007-2009)...

Smart Macro: Unhappy US Consumers, Spotlight on the Job Market

Jul 12, 2024 – US consumer sentiment is declining, and the job market isn't offering relief. Chris Puplava, CIO of Financial Sense Wealth Management, analyzes the latest data on jobs, inflation, and consumer sentiment, and shares insights from...

Smart Macro: US Bond Market Liquidity Rapidly Deteriorating, This May Force the Fed's Hand

Jun 28, 2024 – Chris Puplava, CIO of Financial Sense Wealth Management, warns that we are now seeing a deterioration in US government bond liquidity to levels we haven't seen since 2008. What does that mean and how could this...

Smart Macro: Drilling Into the Jobs Data

Jun 7, 2024 – Chris Puplava, CIO of Financial Sense Wealth Management, gives a breakdown of today's jobs data and explains why, given other employment metrics, we are likely to see this number revised downward in the months ahead...

Smart Macro: Interest Rates on the Move; Broad-Based Commodity Upturn

May 24, 2024 – How much have commodities risen this year? Chris Puplava, CIO of Financial Sense Wealth Management, details the surprising year-to-date increases in the prices of gold, silver, oil, gasoline, natural gas, aluminum...

Smart Macro: Cooling Labor Market, Weakening Consumer Confidence

May 10, 2024 – In today's Smart Macro segment, Chris Puplava, CIO of Financial Sense Wealth Management, explains why it may now be time to be on 'high alert' for the US jobs market. Chris also discusses the data that just came out this week...

Smart Macro: Ripple Effects of a Japanese Yen Currency Crisis

Apr 27, 2024 – In today's Smart Macro segment, Chris Puplava, CIO of Financial Sense Wealth Management, explains how the largest foreign holder of US Treasuries, Japan, is witnessing a rapid devaluation of its currency and how...

Financial D-Day and the Rise of the Gold Vigilantes

Apr 15, 2024 – The U.S. is on the brink of a financial challenge with nearly $9 trillion of its debt approaching maturity within the next year. This debt will need to be refinanced at interest rates much higher than when it was originally taken on—almost twice as high, in fact...

Smart Macro: Rise of the Gold Vigilantes

Apr 12, 2024 – In today's Smart Macro segment, Financial Sense Wealth Management CIO Chris Puplava discusses the rise of the gold vigilantes—large global investors, central banks, and institutions who are increasingly favoring...

Greg Weldon: Global Easing Leading to Surge in Gold, Commodities, and Mining Stocks

Mar 29, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with Greg Weldon about the big surge in gold, commodities and mining stocks, which he says is a reflection of large fiscal spending packages combined with...

Smart Macro: Jobs Data Divergence Nearing Recessionary Levels

Mar 15, 2024 – Financial Sense Wealth Management's CIO, Chris Puplava, explores the widening gap between the US government's optimistic portrayal of a robust economy and a tight labor market, as opposed to the concerning...

Dave Nicoski on Tech Wedge and Energy Surprise; Smart Macro: State-Level Layoff Surge

Mar 1, 2024 – After this week's wrap-up with Ryan Puplava, Financial Sense Newshour speaks with Dave Nicoski at Vermilion Research who flags an important shift happening in the market right now with mega cap tech stocks, energy...

Smart Macro: Back to Higher for Longer

Feb 16, 2024 – Financial Sense Wealth Management CIO Chris Puplava discusses two leading indicators for inflation that are now starting to rise, raising concerns that interest rates may need to stay higher for longer than Wall Street...

Smart Macro: Something Strange Is Happening in the Jobs Data

Feb 5, 2024 – Last week the US saw a blowout jobs number that beat all expectations. However, after all the headline grabbing attention, many have now had a chance to fully digest the data and are raising some concerns. Today, we discuss the growing divergence...

Smart Macro: Assessing the Soft Landing Scenario and Market Impact for 2024

Jan 19, 2024 – In today's Smart Macro segment of the Financial Sense Newshour, Chris Puplava provides an assessment of the widely-held consensus view for a soft landing in 2024. Currently, the manufacturing side of the US economy is...

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