Stephanie Pomboy: Melt-Up Or Blow-Off Top?

Jul 24, 2025

Stephanie Pomboy, a seasoned macro analyst and market strategist, shares her insights on the stock market's recent rally and the looming concerns of higher bond yields. She highlights the contrasting dynamics of precious metals, particularly gold, versus traditional equities. The discussion dives into the potential appointment of a 'shadow Fed Chair' and the implications for economic inequality. Pomboy also emphasizes the urgent need for innovative financial strategies amid rising national debt, making a case for physical gold as a secure investment during uncertain times.

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INSIGHT

Gold Price Linked to Fed Balance Sheet

Gold could reach $5,000 to $6,000 in two years if current trends continue.
The Fed's balance sheet expansion is the key factor influencing gold's price trajectory.

INSIGHT

Fed Cuts Could Trigger Market Drop

Fed funds rate cuts might trigger a stock market correction due to shattered rate-cut relief illusions.
The Fed will likely re-expand its balance sheet to stabilize markets and asset prices.

INSIGHT

New Monetary Regime Ahead

A new monetary regime is likely to emerge sooner than imagined.
The first mover advantage depends on gold reserves relative to currency supply, not just political power.

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Analyst Stephanie Pomboy returns for her bi-weekly macro & market update.

We discuss the continued strength in stocks, which are back to all-time highs — only three months after Wall Street’s violent sell-off due to fears of tariff repercussions.How sustainable is this current rally?We discuss that, as well as the grinding weight of “higher for longer” bond yields, the potential of the President to appoint a “shadow Fed Chair” between now and the end of Powell’s term, Steph’s outlook for gold, and the long-term inevitability of a re-expansion of the Fed’s balance sheet.

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