FELIX PREHN DAILY MARKET NEWS By Goat Academy

Japan Bond Crisis And The Dollar: Why Gold Is Not Ready 13.10.2026 20min

Japan's 30-year government bond yield hit a record 4.18 per cent, a event Felix Nikolas Prehn argues is a dress rehearsal for what awaits the United States and other heavily indebted economies. The episode traces the so-called widow maker trade, which bet against Japanese bonds for three decades and has now finally paid off, wiping more than 200 billion dollars from Japanese equities in a single session. Prehn draws parallels between today's AI-driven speculation and the NASDAQ bubble of 2000...

Monetary Reset: Gold Outflows, Digital Dollar And Fed Pressure 13.10.2026 23min

A monetary reset is already under way, according to Felix Nikolas Prehn, a former investment banker who traces four concurrent developments back to a single cause. European central banks are shipping gold home from New York vaults for the first time in decades. Norway's sovereign wealth fund has proposed cutting roughly 80 billion dollars of US treasury holdings. Twenty one of the world's largest banks, including Goldman Sachs, Citi and Bank of America, have announced a joint US dollar stable...

US Debt Buyback Programme: What Doubling Money Printing Means 12.10.2026 22min

The US Treasury's decision to double its debt buyback programme and run it through to early November is the focus of this episode. Felix Nikolas Prehn, a former investment banker, traces how the government is creating new money to purchase its own long-dated bonds at the same time as Japan, historically the most loyal foreign holder of American debt, sold roughly 88 billion dollars of US bonds in a single month. He sets out how real world inflation since 2020 has, in his view, exceeded 100 pe...

Felix Nikolas Prehn: What Happens If The World Stops Needing Dollars For Oil 12.10.2026 20min

A missile strike in Saudi Arabia kicks off a chain reaction that can end in higher inflation and a weaker dollar, even if you never follow foreign policy. We connect the 1974 petrodollar deal, the Saudi riyal peg, central bank gold buying, and what to check in your own holdings before the market reprices risk. • the missile strike as a currency and portfolio story • why oil spikes hit gas, groceries, heating, then investments • the 1974 oil for dollars arrangement and why it...

Felix Nikolas Prehn: The Credit Reset 12.10.2026 22min

We break down why America’s jump in borrowing costs signals a credit reset that can ripple through mortgages, pensions, and stock valuations long before mainstream headlines change. We connect cracked corporate bond charts in AI-linked giants to broad market weakness, then map out why silver and long-term bonds could become opportunity zones if the Fed is forced to respond. • defining the credit reset in plain English and why yields reprice everything • showing how higher Treasur...

Fed Losing Control: How AI Borrowing Reshapes Bonds And Gold 11.10.2026 24min

The Federal Reserve is losing its grip on long term interest rates, according to senior Goldman Sachs traders who describe the central bank as more passenger than driver. Felix Nikolas Prehn walks through the mechanism: technology companies building AI infrastructure are on track to issue more debt than the US government next year, with borrowing approaching 1.3 trillion dollars. That wave is absorbing global savings, pushing bond yields higher and creating inflation before any productivity g...

Gold And The Financial Reset: Why Central Banks Are Buying 11.10.2026 24min

Gold pulled back roughly 20 per cent from its highs, yet central banks bought a record amount in a single quarter, spending some 40 billion dollars on the metal. Felix Nikolas Prehn connects this buying spree to a broader pattern: Bank of America data showing productivity and consumer confidence falling together for the first time since 2008, despite 1.5 trillion dollars already spent on AI. He examines the concentration risk inside the S and P 500, where 70 per cent of this year's gains came...

Sulphuric Acid Ban And Dollar Crisis: What Comes Next 10.10.2026 25min

Sulphuric acid may be an obscure commodity, but its sudden disappearance from global markets matters. Felix Nikolas Prehn explains how Russia's export ban, following China's earlier cut, removes the two largest suppliers of a chemical essential to fertiliser production. The remaining supply depends on Middle Eastern sulphur shipped through the Strait of Hormuz, the same chokepoint carrying a fifth of the world's oil. With crude above one hundred dollars a barrel and Chevron's chief executive ...

Rate Hikes And Oil Shocks: Why Central Banks Are Buying Gold 10.10.2026 24min

Gold and its role during supply side inflation form the core of this episode. Felix Nikolas Prehn, an economist and former investment banker, traces the parallels between the current environment and the 1970s oil shock, when gold rose from roughly 100 dollars to 850 dollars. He argues that raising interest rates does not address inflation driven by energy input costs and instead punishes borrowers while leaving the underlying price pressure intact. The episode examines how 8 trillion dollars ...

US Oil Reserve At 44 Year Low: What Three Signals Reveal 09.10.2026 20min

The US strategic petroleum reserve has fallen to its lowest level since 1982 after 26 consecutive weeks of withdrawals. Felix Nikolas Prehn, an economist and former investment banker, argues this drawdown is not about supply shortages but about suppressing the oil price to keep inflation figures manageable while the government prepares to print more money. He links the reserve depletion to two other developments: the US Treasury doubling its own debt buybacks to four billion dollars per opera...

Dollar Reset: How Inflation Is Being Quietly Recalibrated 09.10.2026 19min

The dollar reset now under way is not a dramatic redenomination but a slow widening gap between official inflation figures and actual living costs. Felix Nikolas Prehn traces the chain from mortgage rates approaching 8 per cent to the bond market repricing risk at levels last seen before the 2008 crisis. He outlines Bill Ackman's argument that rate rises may be feeding rather than fighting inflation, because AI capital spending and embedded financing costs pass straight through to consumer pr...

Money Supply Growth And Stock Markets: Where The Cash Flows 08.10.2026 18min

Money supply in America is growing at its fastest pace since 2022, reaching 23 trillion dollars, and Felix Nikolas Prehn argues this matters more for stock prices than the economic headlines suggest. The episode sets out why high oil prices now benefit American shareholders rather than draining the economy, given that the United States produces roughly 66 per cent more crude than Saudi Arabia. It examines the collapse in real estate job openings, which halved between July and August to their ...

Financial Repression: How Inflation Is Used To Shrink Debt 08.10.2026 22min

Financial repression is the mechanism by which governments keep interest rates below the rate of inflation, quietly transferring wealth from savers to the state. In this episode Felix Nikolas Prehn traces the policy from a recent presidential admission that inflation will pay off the national debt very rapidly to a Bank for International Settlements study showing the same method erased 2 to 3 per cent of GDP in debt each year after the Second World War. He sets out why the four conventional o...

Felix Nikolas Prehn: Why Gold Drops When Debt Breaks 07.10.2026 19min

Global bond markets start to fracture at the same time gold takes a sharp hit, and we connect those headlines into one coherent debt story. We walk through why gold can drop at the start of a crisis, how financial repression quietly erodes purchasing power, and what to look at in your portfolio before the herd catches up. • Japan’s record 30-year bond yield as the first domino for global borrowing costs • France-led European bond selloff spreading to major economies as the “safe ...

Bond Market Crisis: Why Gold Falls When Debt Breaks 07.10.2026 19min

Bond yields are climbing simultaneously in Japan, Europe and the United States, and Felix Nikolas Prehn argues these are not separate headlines but a single debt crisis unfolding across the developed world. Japan's 30-year yield has reached an all-time high while carrying debt of roughly 260 per cent of output. France's bond selloff is spreading to Italy, Belgium and Greece, and even German yields are rising. In America, annual interest on federal debt has reached 1.25 trillion dollars. Gold ...

Government Debt Crisis: Why Inflation Is The Only Way Out 07.10.2026 42min

Government debt levels in the United States and other major economies have reached a point where the only politically viable exit is sustained inflation funded by money printing, according to Felix Nikolas Prehn, economist and former investment banker. The episode traces how the US used the same approach after the Second World War and in the 1970s, and how Japan has run a version of it since the 1990s. Felix examines the rapid growth in M2 money supply, the concentration of stock market gains...

Felix Nikolas Prehn: How Governments Shrink Debt By Making Money Weaker 05.10.2026 22min

We lay out what it means when a US president says inflation can “pay off” the national debt and why that turns savers into the funding source. We break down financial repression, the deadline created by high rates, and how to choose the side of the trade that benefits when dollars buy less. • the full quote and why it signals policy intent • why politicians avoid tax rises, spending cuts, and default • financial repression as rates below inflation • how savers quietly ...

Felix Nikolas Prehn: Why High Oil Prices Can Boost American Stocks 02.10.2026 18min

Scary headlines sound like a sell signal, but I walk through the “second half” of each story and why it can point to opportunity instead of panic. I connect oil, housing, Fed policy, investor fear, and money supply to one simple question: which way is the money moving? • high oil prices as a potential tailwind for US producers and energy supply chains • why the biggest winner from expensive oil can be America • using quality signals like revenue, profit, and cash flow instead of ...

Felix Nikolas Prehn: Mortgage Rates Hit 7.45% 29.09.2026 19min

We connect the sudden jump in US mortgage rates to the bond market and lay out why the Fed can look tough while inflation pressures keep building underneath. We also explain how a change to the PCE inflation calculation and quiet Treasury liquidity moves can create a growing gap between official numbers and real-life bills. • how the 10-year Treasury yield drives 30-year mortgage rates • why investors, not the Fed, set the price of borrowing for homes • Bill Ackman’s argume...

Felix Nikolas Prehn: Bond Yields Are Rewriting Your Life 27.09.2026 15min

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