Paul Musson: 6% PPI Shock: Why Inflation Is Back Energy Crisis, Money Supply & Housing Reality

💸 The Global Monetary Flood Has Begun… And Most People Aren’t Paying Attention

💸 The Global Monetary Flood Has Begun… And Most People Aren’t Paying AttentionThe world may be experiencing one of the largest monetary expansions in modern history.Governments are spending.Central banks are injecting liquidity.Debt continues rising.And new money keeps entering the system.The question is:Where does it all go?Most people assume more money means more prosperity.History suggests it’s not that simple.Because when liquidity floods into the system, it rarely benefits everyone equally.Instead, it often flows first into:📈 Financial assets🏠 Real estate🥇 Commodities📊 Speculative marketsWhile everyday people continue struggling with:⚠️ Higher living costs⚠️ Housing affordability issues⚠️ Wage pressure⚠️ Debt burdensAt the same time, we are watching a world becoming increasingly divided between:💰 Asset ownersand💸 Wage earnersA divide that continues widening as liquidity and debt expand.At Piggo’s Trading Desk, we’ve spent years tracking:📊 Monetary expansion💸 Debt growth⚡ Inflation pressure🛢️ Commodity cycles🌍 Global economic fragmentationBecause modern markets are increasingly being driven by liquidity and monetary policy as much as fundamentals.💡 The biggest question investors should be asking is not:“How much money is being created?”But rather:“Where is that money flowing next?”Because that’s often where the next major opportunities—and risks—emerge.👉 In our latest deep dive, we break down:• The global monetary expansion currently underway• Why debt continues growing worldwide• How liquidity impacts markets and asset prices• Why the economy may be splitting into two very different realities🚨 The monetary flood may already be here. The real question is who benefits from it.🔗 Read the full article here: https://open.substack.com/pub/piggostradingdesk/p/the-global-monetary-flood?utm_source=share&utm_medium=android&r=5c8iju 💡 Follow @piggostradingdesk for:📊 Macro analysis💸 Debt and liquidity insights🌍 Geopolitical trends⚡ Commodity research📈 Emerging market opportunities #Macro #Inflation #MoneyPrinting #DebtCrisis #StockMarket #Investing #Liquidity #CentralBanks #Economics #FinancialMarkets #Commodities #Gold #Silver #Trading #WealthBuil

Why Congress and Fidelity are betting on Water Bridge

🎥 New Clip + New Research Note from Piggo's Trading Desk Some of the biggest opportunities in markets emerge when the crowd is focused on today's headlines while ignoring tomorrow's structural changes. That's why we continue spending our time studying: • Commodities and critical minerals • Energy security • Artificial intelligence infrastructure • Debt and currency trends • Geopolitical risk • Emerging technologies • Long-term demographic shifts Many of the themes we've been discussing over the past year have continued moving closer to the mainstream conversation. The question investors should always ask isn't: "What is everyone talking about today?" It's: "What will everyone be talking about six months from now?" Our latest clip and research note explore one of the trends we believe deserves far more attention than it's currently receiving. Whether you're an investor, entrepreneur, industry professional, or simply interested in understanding where markets and society may be headed next, we think you'll find this discussion valuable. The goal isn't to predict the future perfectly. The goal is to identify where the pressure, opportunity, and disruption are building before the broader market fully reacts. Watch the clip, read the note, and let us know what you think. 👇 Link below: https://lnkd.in/gJnnAPeq [https://www.linkedin.com/safety/go/?url=https%3A%2F%2Flnkd%2Ein%2FgJnnAPeq&urlhash=GiaU&mt=Ipt2Wao5CsQvH8uloNYWc2eEi9kWRY5tkD5oCZgZF4OUpTwOtGwQKepXqcu34oI5G4CrwvRjnu3XHwfrFfk8pTnLm5pTUB1nTA2jTO24qMlj5H028622ORf1TmY&isSdui=true] What trend do you believe the market is currently overlooking? #Investing [https://www.linkedin.com/search/results/all/?keywords=%23investing&origin=HASH_TAG_FROM_FEED] #Finance [https://www.linkedin.com/search/results/all/?keywords=%23finance&origin=HASH_TAG_FROM_FEED] #StockMarket [https://www.linkedin.com/search/results/all/?keywords=%23stockmarket&origin=HASH_TAG_FROM_FEED] #MacroEconomics [https://www.linkedin.com/search/results/all/?keywords=%23macroeconomics&origin=HASH_TAG_FROM_FEED] #ArtificialIntelligence [https://www.linkedin.com/search/results/all/?keywords=%23artificialintelligence&origin=HASH_TAG_FROM_FEED] #Energy [https://www.linkedin.com/search/results/all/?keywords=%23energy&origin=HASH_TAG_FROM_FEED] #Commodities [https://www.linkedin.com/search/results/all/?keywords=%23commodities&origin=HASH_TAG_FROM_FEED] #CriticalMinerals [https://www.linkedin.com/search/results/all/?keywords=%23criticalminerals&origin=HASH_TAG_FROM_FEED] #Innovation [https://www.linkedin.com/search/results/all/?keywords=%23innovation&origin=HASH_TAG_FROM_FEED] #Geopolitics [https://www.linkedin.com/search/results/all/?keywords=%23geopolitics&origin=HASH_TAG_FROM_FEED] #Trading [https://www.linkedin.com/search/results/all/?keywords=%23trading&origin=HASH_TAG_FROM_FEED] #Markets [https://www.linkedin.com/search/results/all/?keywords=%23markets&origin=HASH_TAG_FROM_FEED] #FutureTrends [https://www.linkedin.com/search/results/all/?keywords=%23futuretrends&origin=HASH_TAG_FROM_FEED] #PiggosTradingDesk [https://www.linkedin.com/search/results/all/?keywords=%23piggostradingdesk&origin=HASH_TAG_FROM_FEED]

🚨 EVERY CRISIS. SAME RESPONSE.

Print. Borrow. Stimulate. For nearly a century, every major economic crisis in America has been met with the same solution: larger deficits, more liquidity, and greater intervention. 📉 The New Deal 📉 The 2008 Financial Crisis 📉 COVID Stimulus 📉 Multi-trillion-dollar deficits today Different administrations. Different slogans. The same underlying economic machine. Meanwhile, asset prices continue rising while many Americans face: ⚠️ Higher housing costs ⚠️ Inflation pressure ⚠️ Rising debt burdens ⚠️ Shrinking purchasing power Can stimulus create true prosperity, or is it simply delaying the consequences of deeper structural problems? We break down: • The history of stimulus cycles • The rise of the K-shaped economy • Why liquidity can't create physical resources • The growing gap between financial markets and economic reality • What the next crisis response could look like 🎥 Watch our new video breakdown and read the full note below. 🔗 https://lnkd.in/gDupsDDc [https://www.linkedin.com/safety/go/?url=https%3A%2F%2Flnkd%2Ein%2FgDupsDDc&urlhash=Me02&mt=23xZ_XOYCURCIqKual-49WYe7kiZTG2I_-3fXhEldgTj7lugSGJwSI7aJNpTUTfDgE5KF3ZDVh91RFRFor2PeN34mGRgPin6IyDjZYTa5fuiDgxMovYk5_hdOfM&isSdui=true] Follow Piggo's Trading Desk for market insights, macroeconomic analysis, commodities, critical minerals, energy, AI, and emerging investment opportunities. #PiggosTradingDesk [https://www.linkedin.com/search/results/all/?keywords=%23piggostradingdesk&origin=HASH_TAG_FROM_FEED] #Economy [https://www.linkedin.com/search/results/all/?keywords=%23economy&origin=HASH_TAG_FROM_FEED] #FederalReserve [https://www.linkedin.com/search/results/all/?keywords=%23federalreserve&origin=HASH_TAG_FROM_FEED] #Stimulus [https://www.linkedin.com/search/results/all/?keywords=%23stimulus&origin=HASH_TAG_FROM_FEED] #Inflation [https://www.linkedin.com/search/results/all/?keywords=%23inflation&origin=HASH_TAG_FROM_FEED] #DebtCrisis [https://www.linkedin.com/search/results/all/?keywords=%23debtcrisis&origin=HASH_TAG_FROM_FEED] #MacroEconomics [https://www.linkedin.com/search/results/all/?keywords=%23macroeconomics&origin=HASH_TAG_FROM_FEED] #FinancialCrisis [https://www.linkedin.com/search/results/all/?keywords=%23financialcrisis&origin=HASH_TAG_FROM_FEED] #QuantitativeEasing [https://www.linkedin.com/search/results/all/?keywords=%23quantitativeeasing&origin=HASH_TAG_FROM_FEED] #FederalDeficit [https://www.linkedin.com/search/results/all/?keywords=%23federaldeficit&origin=HASH_TAG_FROM_FEED] #MoneyPrinting [https://www.linkedin.com/search/results/all/?keywords=%23moneyprinting&origin=HASH_TAG_FROM_FEED] #KShapedRecovery [https://www.linkedin.com/search/results/all/?keywords=%23kshapedrecovery&origin=HASH_TAG_FROM_FEED] #StockMarket [https://www.linkedin.com/search/results/all/?keywords=%23stockmarket&origin=HASH_TAG_FROM_FEED] #WallStreet [https://www.linkedin.com/search/results/all/?keywords=%23wallstreet&origin=HASH_TAG_FROM_FEED] #EconomicHistory [https://www.linkedin.com/search/results/all/?keywords=%23economichistory&origin=HASH_TAG_FROM_FEED] #USDebt [https://www.linkedin.com/search/results/all/?keywords=%23usdebt&origin=HASH_TAG_FROM_FEED] #DollarCrisis [https://www.linkedin.com/search/results/all/?keywords=%23dollarcrisis&origin=HASH_TAG_FROM_FEED] #SupplyChain [https://www.linkedin.com/search/results/all/?keywords=%23supplychain&origin=HASH_TAG_FROM_FEED] #EnergyCrisis [https://www.linkedin.com/search/results/all/?keywords=%23energycrisis&origin=HASH_TAG_FROM_FEED] #Commodities [https://www.linkedin.com/search/results/all/?keywords=%23commodities&origin=HASH_TAG_FROM_FEED] #CriticalMinerals [https://www.linkedin.com/search/results/all/?keywords=%23criticalminerals&origin=HASH_TAG_FROM_FEED] #Investing [https://www.linkedin.com/search/results/all/?keywords=%23investing&origin=HASH_TAG_FROM_FEED] #Finance [https://www.linkedin.com/search/results/all/?keywords=%23finance&origin=HASH_TAG_FROM_FEED] #Markets [https://www.linkedin.com/search/results/all/?keywords=%23markets&origin=HASH_TAG_FROM_FEED] #EconomicReality [https://www.linkedin.com/search/results/all/?keywords=%23economicreality&origin=HASH_TAG_FROM_FEED]

Macro Butler (Laurent Lequeu) on U.S. Polarization, Iran & Taiwan Risks, Food Shortages & the SpaceX IPO Debate

Laurent Lequeu examines rising U.S. political polarization, escalating geopolitical risks involving Iran and Taiwan, warnings of a global food crisis, and why speculative IPO enthusiasm may signal late-cycle market excess. In this episode, macro analyst Laurent Lequeu (“Macro Butler”) discusses mounting geopolitical and economic risks shaping the global economy. The conversation explores increasing political polarization in the United States, declining trust in institutions, and the possibility of structural political realignment as inflation and economic pressure intensify. Key themes include: • U.S. political fragmentation and institutional distrust • Geopolitical tensions involving Iran, BRICS, and Gulf states • Taiwan blockade risks and semiconductor supply-chain vulnerability • Food shortages, agriculture inflation, and global supply stress • Speculative market behavior and concerns around a potential SpaceX IPO • The growing role of commodities and real assets in an unstable macro environment The discussion frames today’s market environment as increasingly driven by geopolitical conflict, supply-chain fragility, and structural inflationary forces rather than traditional growth dynamics. Contact Laurent:https://themacrobutler.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGJ0bjdRSkZFclItaUVQWENZWDl2SXk4dU9BUXxBQ3Jtc0tuUW9YdFdTVkVXQm5fZzU5MHdjUWd6bmt3Z3c2X19YN0VNeS1UQnVReklodXRSYTB5Z0hab2JpMTNTcWp3QXlqNzU0RFR0NlNqYXdnaWNwMUVCUFZ3LWs1WjU2ME9zSDNQOE1TU29GeUZtczdiVTZqZw&q=https%3A%2F%2Fthemacrobutler.com%2F&v=tIq8WDhyNJY]https://themacrobutler.com/financial-.. [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkpCeS1UckNjTmFIejVZc3lORjg4WVlXdGxBQXxBQ3Jtc0tsTkI1QnJuYjBYV1RFMXhEbEljc0s3d2RQa2hDN3ZNRWdLekZxTXM2QkszaEptSzRNc0FLTVloeG0yMFlmSHZjWVBEd05SWUxDdkVHa0lxeklsUGFDS1dlQ3ppRWloSW9NOHhsNWhybUJYN0dsaU9VNA&q=https%3A%2F%2Fthemacrobutler.com%2Ffinancial-..&v=tIq8WDhyNJY]. https://x.com/LLequeu [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUR1SkhBTm9vclRFbGVFMXZESnBKTUJtWDhCUXxBQ3Jtc0ttSk9TRnJZeFdud21TdktsdGQ1dkl2UEdpZGlZaUg0Y2t2bjJXQVBVdnhwQXI1UFBfYmM3Rzk4STJTd0djR2lQY1Foblk4NE53d2thcGN4Szlza2t5cDVCbEgyeEZnb1hxWWlOMm5jRXdlVmFlWWJlbw&q=https%3A%2F%2Fx.com%2FLLequeu&v=tIq8WDhyNJY]Contact usbuy our booksComing soon Catastrophe investing https://a.co/d/iTv3V1P [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm15OHBWOGpvZVVoZkF4alVpVzlzbjdYMGVoZ3xBQ3Jtc0tuUFhwVmJWdHhTZkZ6QWFpZWhrVkd1R2JBdllZbFVZa0MzTGw4NjZfU1p4VS11Q2JxM0ZPQXZBNDRuXzB2VkMtVXpwLXRJOUEwamMzb1N4UDBkTWdyX3hxSjRpSWwtb3RlMGdfYUpnMW8tYTZiOHRHVQ&q=https%3A%2F%2Fa.co%2Fd%2FiTv3V1P&v=tIq8WDhyNJY]https://a.co/d/3yEE6mh [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1Q1RHhaWTlveF9yMml4YWhrXzVtUlRuRzRiZ3xBQ3Jtc0tuem9JZHh1dTVITldkNHJEVzRjRHBGb1dBTGVLLWF1ajdxNHN0Q0gtN0RRRzhNMG1HaE1RN3ZfUTR0d1VfVEVvMTBWc25RSDVRTjJyekI3SkFtUXRpa0hicmk3QmVOWnd3MThEaEVXMHdjcmszMWY1VQ&q=https%3A%2F%2Fa.co%2Fd%2F3yEE6mh&v=tIq8WDhyNJY]https://a.co/d/9wJ7sXh [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2N2eEFzeDV3UmV4RWFNeHZJU2ZLcTVqNnFpd3xBQ3Jtc0tsQ1dJbEZyNlRTZUh1R25OREdqaF93QWxnNzVUOEp4QXBxY0UtSWJuSkpMeHhqOVR4eDZJS0FSRGE5MDRBUlAzYk00UEdCVGVNR0Y0cG1xS29UeDItSGhmNC1tV0FmZGZhd3NoZllxcTJabEU5bTlxTQ&q=https%3A%2F%2Fa.co%2Fd%2F9wJ7sXh&v=tIq8WDhyNJY]Contact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdesk [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbG5Gd2NEc3YxOTlJdms2U29Na2RnS2NiTDdsUXxBQ3Jtc0tsS2NiZGRxeXpZY3l1aXpDLTZqZHVOQ09kMXFtZFJxRXZxUWlwWWtkaFBYZ2cyWDJXQlF0ZFF0ZHNSTW94NGJ4WkFtcWFDUWhZTXBWYzgwdjhWdmVkUE5Ub2ZNWmpaTU40NFJkcW9YY2h6UVFROG9FRQ&q=https%3A%2F%2Fsubstack.com%2F%40piggostradingdesk&v=tIq8WDhyNJY]Email: piggostradingdesk@gmail.com #Macro #Geopolitics #FoodCrisis #Inflation #Markets #Commodities #Investing #SpaceX Key words:macro butler interview laurent lequeu taiwan semiconductor risk food crisis warning spacex ipo caution iran geopolitical risk us political polarization global inflation outlook commodity investing 2026 brics vs united states

Paul Musson: 6% PPI Shock: Why Inflation Is Back Energy Crisis, Money Supply & Housing Reality

The Producer Price Index just jumped to 6% and Paul Musson says it’s no accident. This episode breaks down how energy driven supply shocks, money supply expansion, and policy engineered asset inflation have created a fake wealth effect that benefits the top 1% while leaving Main Street squeezed. We cover why today’s inflation is different from 2022, how central banks distort markets, why housing is frozen, and why real interest rates should be set by markets not policymakers. Topics include: • The new 6% PPI surge and the energy shock tied to conflict near the Strait of Hormuz • Why central banks shouldn’t hike rates to fight pure supply shocks • How 2022 inflation was driven by rapid money printing and stimulus • The widening gap between Wall Street and Main Street • Housing affordability collapse and a frozen market with more sellers than buyers • Record debt, declining consumer sentiment, and the illusion of rising wealth • Why Paul calls for market‑determined rates and no Wall Street bailouts 00:00 Fake Housing Wealth 01:19 PPI Shock And War 02:47 Supply Shock vs 2022 Inflation 04:20 Money Printing And Main Street 06:35 K‑Shaped Economy Disconnect 08:30 Fed Distorts Markets 10:53 Insider Trading And “Hillionaires” 12:12 Housing Affordability Crisis 14:16 Why Home Prices Soared 17:14 Rate Normalization & No Bailouts 19:33 Frozen Market And Price Reality 23:43 History, Urbanization & Wrap‑Up 25:08 Paul’s Blog, Book & Farewell Contact Paul:https://x.com/pauliticalbloghttps://pauliticaleconomy.com/about/https://pauliticaleconomy.com/capital-offence-book-paul-musson-economic-policy-inequality-money-management-financial-intelligenc/https://www.linkedin.com/company/pauliticaleconomy/?originalSubdomain=ca.https://www.simonandschuster.com/books/Capital-Offence/Paul-Musson/9781917458047https://www.linkedin.com/in/paulbmusson/Contact usbuy our booksComing soon Catastrophe investing https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: piggostradingdesk@gmail.com