- The Death of the Dollar
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- The Fed Has Lost Control
The Fed Has Lost Control
Bond yields are falling. But that’s not a sign of strength.
Yields are falling. The dollar is sinking. Gold is climbing.
This is a vote of no confidence in the Fed.
What’s Going On?
Investors are fleeing into bonds, driving prices up and yields down
They're selling the dollar, even as U.S. rate cuts loom
And they're piling into gold, the original safe haven
This isn’t a technical move — it’s a psychological shift.
Markets are quietly saying:
“We don’t trust the Fed to stick the landing.”
Why It’s Alarming:
Normally, falling yields = lower inflation risk, a soft landing, or market calm.
But that doesn’t explain:
Gold breaking out
DXY sliding
Fed funds futures pricing in aggressive cuts
This isn’t confidence — it’s fear wearing a mask.
What This Means for You
The Fed is likely to pivot earlier than planned — not because they want to, but because they have to
That risks reigniting inflation, weakening the dollar further
And you’ll want to be positioned for the return of real assets: gold, commodities, hard currency exposure