Global Macroeconomist. President, Sri-Kumar Global Strategies, Inc., advising multinational and sovereign wealth funds. Views on https://xitter.cf/t.co/9L1c7cKgqq
Santa Monica, CA
Joined January 2012
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Latest SriKonomics, "#inflation Accelerates, #Fed Waits" is out srikonomics.substack.com/p/i… Despite alarming CPI, PPI numbers last week, @federalreserve officials remain sanguine. #Warsh gives no signal about future policy. Go figure!
Dr. Komal Sri-Kumar retweeted
BOOM OR CRASH? Two financial heavyweights. Two radically different predictions for America's future.
@PeterSchiff warns of an economic crisis. Grant @GrantCardone sees a historic boom ahead.
#Housing, #inflation, #Bitcoin, #gold, real estate — they clash over what's coming next and where investors should put their money.
They can't both be right.
Watch the full debate: youtu.be/9c18LLck0UA?si=W_SI…
I will be hosting this debate between @GrantCardone and @PeterSchiff tomorrow on the #economy, interest rates, real estate, #Bitcoin....submit your questions in the comments below! I'll call out user names if your question is selected. Share this to spread the word
Latest SriKonomics, "Governments Borrow, Lenders Send Bill" is out srikonomics.substack.com/p/g… Why are yields rising worldwide? Governments miss the most obvious of reasons -- supply and demand for debt @SecScottBessent @USTreasury
Dr. Komal Sri-Kumar retweeted
Correct! The de-dollarization crowds may eventually be proven right after decades of warnings. My best advice: The next time there’s a financial crisis, how’s about NOT issuing all of that emergency debt in $s. Someone once said something about actions speaking louder than words.
Latest SriKonomics, "Bond Yields: A Reprieve, Not a Reversal" is out srikonomics.substack.com/p/b… Does relief in bond yields last week mean selling is over? What needs to happen to lower #yields over long term @SecScottBessent @USTreasury @federalreserve #Warsh
Dr. Komal Sri-Kumar retweeted
Noteworthy
Dr. Komal Sri-Kumar retweeted
Well Sri, you did it again. Your previous commentary “Can Treasury’s Trigger Next Crisis” really squarely hit the proverbial nail on the head. Crisis: “The full faith and credit of the United State Government” is about to be tested for real. Phenomenal call last Saturday.
Dr. Komal Sri-Kumar retweeted
Congress only comes together in catastrophy. Successive failed US Treasury auctions will trigger a response from an apathetic congress. Sri, you have hit the proverbial nail on the head with this warning. Result: higher taxes and non partisan cuts to government spending.
Dr. Komal Sri-Kumar retweeted
Can Treasurys Trigger Next Crisis?, by @SriKGlobal srikonomics.substack.com/p/c…? | The @USTreasury is now the chief source of systemic risk to the US financial system. How does @federalreserve address this risk?? – at Cooper City, FL
Latest SriKonomics, "Can Treasurys Trigger Next Crisis?" is out. srikonomics.substack.com/p/c… Treasurys have long been shelter from financial storms. What if the shelter itself begins to shake? @SecScottBessent @USTreasury
Dr. Komal Sri-Kumar retweeted
Notable
We've never in almost 100 years seen breadth this bad.
The S&P $SPY is knocking on new highs but there are (many) more stocks at lows than highs.
The percentage of stocks in long-term uptrends is plunging.
The only remotely similar setups were January 1973 and November 1999.
Dr. Komal Sri-Kumar retweeted
Federal Reserve will need to be ‘aggressive’ on inflation, says top official ft.com/content/e173bec6-352b… via @ft | More AI hallucinations. How do we address inflation with @USTreasury running a $2T deficit. Nobody says a word. @SriKGlobal @Kathleen_Hays – at Sandston, VA
Dr. Komal Sri-Kumar retweeted
The Wrap with Chris Whalen @rcwhalen is up!
youtu.be/741FBFc2vh0?is=93D8…
Dr. Komal Sri-Kumar retweeted
"Warsh replied that the Fed would prevent the effects of higher energy prices from spreading through the economy. But he did not explain how it would do so. The important distinction is that the central bank cannot produce oil, escort tankers or end a war." @SriKGlobal
Latest SriKonomics, "Rate Hike Without a Road Map" is out srikonomics.substack.com/p/r… #Warsh gave neither Forward Guidance nor even explain a discipline process for how @federalreserve would act to contain #inflation ! #FOMC
Dr. Komal Sri-Kumar retweeted
Outstanding commentary @SriKGlobal … look forward to more of this on future Fed Warsh monetary statements
I greatly appreciated timely discussion with @davidlin_TV of The David Lin Report yesterday after the #Warsh press conference. What we learned is concerning rather than reassuring. Watch to see why: youtu.be/BqKZTKrMiLo?si=qOzG… @federalreserve @USTreasury
Dr. Komal Sri-Kumar retweeted
So begins a next cycle of Fed rate hikes....Fed raises rates for the first time in 3 years. Stocks up, long-term bond yields down. @GarethSoloway called it on my show yesterday
Stay tuned for my interviews with @SriKGlobal and @dmweisberger today to recap the #Fed decision and #markets