The David Lin Report Will The Fed Crash Markets Tomorrow? Warning Signs 'Flashing Red' | Adrian Day
Sep 16, 2025
Adrian Day, President of Adrian Day Asset Management, shares his expertise on finance and economics. He dives into expectations for Fed rate cuts amid a weakening dollar and a shifting landscape for investments. With gold mining stocks set to outperform gold bullion, Adrian highlights troubling market indicators and critiques the Fed's dependence on outdated data. He discusses the implications of a declining dollar and the potential for a market correction, all while navigating the promising landscape for commodities.
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Monitor For Quiet QE Moves
- Watch whether the Fed returns to large-scale bond purchases (QE) to support markets and the Treasury.
- Treat any subtle 'mopping up' language as potential de facto QE that affects yields and assets.
Data Dependence Means Acting Late
- Adrian agrees that reliance on lagged, heavily revised data leaves the Fed reacting to past conditions.
- He says acting only on first-release data risks decisions based on inaccurate snapshots.
Foreign Appetite For Dollars Has Fallen
- Adrian highlights a structural drop in foreign appetite for dollars after a historic first-half decline.
- He says asset managers reducing US exposure magnifies dollar weakness.
