First DOMINO CAI: Bank of Canada Restarts EQ! Weakness in the US Deepens (Loss of 60k Jobs), IMF Trying to Calm the Market

[Igor Pereira]

Today we receive a set of news that collectively confirms the point of global monetary inflection. The most important news of the day, no doubt, is the announcement of Bank of Canada (BoC) that will restart the purchase of treasury securities (a form of EQ) from 16 December.

By Igor Pereira, Financial Market Analyst, Junior Member WallStreet NYSE

Meanwhile, in the US, the IMF's optimistic narrative collides directly with economists' predictions of the actual impact of the shutdown. The message is clear: the economic weakness is real, and the central banks are starting to turn on the printers again.

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1. The Canadian Domino: The Official Return of the EQ

The Bank of Canada became the first major central bank of the G7 to follow the Fed pivot, formally announcing the Return to Quantitative Easing (QE).

My Analysis (Igor Pereira): This is a seismic event. It is the official confession that the era of monetary tightening has failed and that central banks have no choice but to monetize government debt to maintain the solvent system. Canada is the first domino; others will follow. This signals the beginning of a new global cycle of fiduciary devaluation.

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2. The US Economic Reality: The Weakness Behind the Patches

Today we saw a battle of narratives about the health of the American economy:

• The Optimistic Vision (IMF): The IMF stated that there will be no negative economic growth in the U.S. after the shutdown record.

• The Realistic Vision (Hassett): Economist Hassett, on the other hand, estimates that the economy will see a loss of 60,000 jobs due to the paralysis.

My Analysis (Igor Pereira): In my view, the IMF statement is purely political, an attempt to calm the markets and avoid panic. High-frequency data and reports from economists such as Hassett, which point to real job losses, are those that reflect reality on the ground. The economy It is. being damaged.

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3. The Double Justification for the EDF Continue Cutting

Hassett's analysis didn't stop at job losses. He provided the Federal Reserve with the perfect alibi to continue his relaxation cycle:

• " The inflation data we're getting is consistent with more cuts in the Fed rate."

My Analysis (Igor Pereira): Fed now has the double justification he needed. They can point to the weakness in the labour market (loss of 60k jobs) and at the same time for Inflation data "behaved" to justify further interest cuts. The path to easy money is completely open.

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Conclusion of Igor Pereira: The Perfect Storm for Gold and Silver

The thesis we have built at ExpertFX School has been 100% validated today.

1. The economic weakness in the US is real and deeper than the institutions admit (Hassett vs. IMF).

2. The Fed has the political and data coverage needed to keep cutting interest (Hassett on inflation).

3. The global monetary reset has already begun, with other central banks of the G7 (Canada Bank) officially reconnecting the printer (QE).

This is the most optimistic scenario possible for real refuge assets. Fiduciary devaluation is no longer a theory; it is an official and coordinated policy. Gold (XAU/USD) and Silver (XAG/USD) are the only safe ports in this monetary storm.

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