Kelsey Williams Journalist Profile

Articles

Backtalk From The Bond Market

Jan 14, 2025 | gold-eagle.com | Kelsey Williams

BACKTALK FROM THE BOND MARKETInvestors keep looking to the Fed for supposed “forward guidance”. They are looking in the wrong place. Since mid-December, bond prices have declined another 5% and are currently at new 52-week lows. Here is an updated chart of U.S. Treasury Bond ETF (TLT)…U.S. Treasury bond prices have now declined 16% since the Fed announced a reversal in its interest rate policy and the first rate cut last September.
Backtalk From The Bond Market

Dec 23, 2024 | goldseek.com | Kelsey Williams

BACKTALK FROM THE BOND MARKET Investors keep looking to the Fed for supposed “forward guidance”. They are looking in the wrong place. Since mid-December, bond prices have declined another 5% and are currently at new 52-week lows. Here is an updated chart of U.S. Treasury Bond ETF (TLT)… U.S. Treasury bond prices have now declined 16% since the Fed announced a reversal in its interest rate policy and the first rate cut last September.
Trade Tariffs - The Worst That Could Happen

Dec 2, 2024 | gold-eagle.com | Kelsey Williams

TRADE TARIFFSAs rhetoric regarding trade tariffs increased prior to the election and, with that same rhetoric continuing post-election, the danger to free trade and a strong economy is heightened. In my article, The Danger Of Trade Tariffs, I said…“Tariffs are taxes imposed on imported goods, ostensibly to protect domestic industries or gain a competitive edge.
Global Credit Collapse Is Deflationary

Nov 1, 2024 | goldseek.com | Kelsey Williams

NOTE TO READERS: “Global Credit Collapse Is Deflationary” was originally published as an exclusive for TalkMarkets on October 29, 2024. I have not changed anything in the article, nor is there any reason to modify or alter what is written below because of U.S. election results. Bond prices collapsed nearly 3% post-election and are down 12% since mid-September. Whatever that tells us did not change because of election results.
Throwing Gold BRICS At Broken Windows

Oct 28, 2024 | gold-eagle.com | Kelsey Williams

THROWING GOLD BRICSThe latest salvo fired at the U.S. dollar by BRICS countries includes press reports about "creating an international precious metals exchange to ensure fair pricing and trade growth". Russia's finance minister, Anton Siluanov, announced that Russia is currently in talks with other BRICS members about such an exchange.
All Hail The Fed - A New Day Dawns

Oct 18, 2024 | gold-eagle.com | Kelsey Williams

ALL HAIL THE FED!As investors continue to gobble up stocks and the dollar prices of most assets continue to climb, it would appear that all is well. Concerns about weakening economic activity and recession have been moved to the back burner. Now, the focus is squarely on inflation. Investor expectations for inflation are being rekindled by the Fed’s recent change in direction regarding interest rate policy.
Throwing Gold BRICS At Broken Windows

Oct 18, 2024 | goldseek.com | Kelsey Williams

THROWING GOLD BRICS The latest salvo fired at the U.S. dollar by BRICS countries includes press reports about “creating an international precious metals exchange to ensure fair pricing and trade growth”. Russia’s finance minister, Anton Siluanov, announced that Russia is currently in talks with other BRICS members about such an exchange.
Fed Cuts Rates But Bond Rates Are RISING

Oct 7, 2024 | gold-eagle.com | Kelsey Williams

FED CUTS RATES, BUT…Just a couple of weeks ago, on September 18th, the Fed announced a 50 basis points cut in interest rates. To be clear, the announced cut was generally expected and already discounted in the markets. Most markets had risen substantially over the prior two years in anticipation of a change in direction for interest rates, which had risen sharply and then had remained at higher levels until the recent announcement.
All Hail The Fed - A New Day Dawns

Oct 7, 2024 | goldseek.com | Kelsey Williams

ALL HAIL THE FED! As investors continue to gobble up stocks and the dollar prices of most assets continue to climb, it would appear that all is well. Concerns about weakening economic activity and recession have been moved to the back burner. Now, the focus is squarely on inflation. Investor expectations for inflation are being rekindled by the Fed’s recent change in direction regarding interest rate policy.
Fed Cuts Rates But Bond Rates Are RISING

Sep 18, 2024 | goldseek.com | Kelsey Williams

FED CUTS RATES, BUT… Just a couple of weeks ago, on September 18th, the Fed announced a 50 basis points cut in interest rates. To be clear, the announced cut was generally expected and already discounted in the markets. Most markets had risen substantially over the prior two years in anticipation of a change in direction for interest rates, which had risen sharply and then had remained at higher levels until the recent announcement.