Mike Larson - Fed Rate Hike Recap, the Technical Setup for Gold Miners

In this Daily Editorial, we welcome Mike Larson, Editor-in-Chief at MoneyShow, to break down the aftermath of the Federal Reserve's latest policy decision, market volatility across asset classes, and where smart money is positioning.

Key Discussion Points:

• Fed Rate Hike and Policy Trajectory: Mike analyzes Chairman Warsh’s hawkish press conference, the committee's focus on stubborn inflation, and whether markets should prepare for a multi-hike cycle into next year.
• Energy Constraints and Persistent Inflation: How rising crude oil and fuel costs create second-round inflationary effects that central bank interest rate hikes cannot easily resolve.
• Long-End Yields and Global Bond Market Pressure: What the continued rise in 10-year and 30-year yields signals for borrowing costs, sovereign debt, and yield curve dynamics worldwide.
• The AI Infrastructure Boom vs. Bubble Risks: Examining whether massive capital expenditures in AI data centers are approaching speculative excess and what that means for physical inputs like copper and natural gas.
• Technical Setup for Gold and Mining Equities: A breakdown of the recent pullback and key support tests across gold, silver, and mining ETFs, alongside technical observations on Newmont's chart.

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Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.