What’s Next? Commodities & Negative Interest Rates with Don Coxe

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The Solari Report 2016-03-31

“People are living longer and interest rates are a small fraction of what they were even twenty years ago. What they needed to do was start increasing the contribution rates dramatically as soon as they saw that interest rates were falling and likely to stay low. But no political party was prepared to level with the taxpayers on that. This is not a question of Democrats versus Republicans–you’ve got your finger on what is the single biggest public policy challenge for the next decade.” ~ Don Coxe

By Catherine Austin Fitts

Don Coxe of Coxe Advisors joins me this week for a fascinating discussion of some of the most important fundamentals in the global economy.

First, Coxe addresses what is happening with negative interest rates in Europe, Japan and the global sovereign bond markets. We then turn to commodities: oil and gas, precious metals and agricultural commodities.

Given Don’s extensive experience with the pension fund industry, I asked him to comment on the impact of low interest rates on this area. He believes that we are facing a serious crisis which is not being addressed in the campaigns and that it will move to the top of the policy agenda following the election.

Finally, we will discuss the impact of the US presidential campaign on global equity markets.

There will be no Money & Markets segment this week. However, for Let’s Go to the Movies  I recommend you watch the fascinating political docudrama Truth which focuses on the Killian documents controversy and the last days of Dan Rather and producer Mary Mapes at CBS News. In our next Money & Markets, I’ll discuss how this story connects with the 2016 US Presidential campaign.

I hope you’ll join us this week. If you’re not a Solari Report subscriber yet, you can learn more about becoming one here.

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