In September we observed a highly overrated meeting of the Federal Open Market Committee. It attracted lots of media and investor attention because many were expecting the Fed to announce the beginning of “tapering.” All the hoopla surrounding the meeting turned to naught when tapering tapered out, but the question remains: how will the tapering look like and when will it take place?

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Although follow-ups are not a regular part of the Market Overview service, we wrote one to keep you 100% updated on the most important economic piece of information - the Fed decision to keep the QE program intact. As we explained in the previous report, this was in fact the likely outcome - Fed minutes indicated it. What's next? Will we see tapering this year? What's the outlook for gold given the recent comments? What's the link between Fed's decision and the fact that Fed's new Chairman will be chosen shortly? These are the key issues that we focus on in today's quick follow-up.

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In the September Market Overview report we will focus on what is probably the most important factor that will to a great extent determine what will happen in the coming months, not just in the precious metals market, but also in bonds, stocks and real estate markets.

Yes, you guessed correctly – we are going to discuss the Fed’s possible actions and the probable effects on the markets. Will we actually see any form of tapering or will we just hear about it? If so how will remarks made by the Fed impact actual events? As you know, very often what Bernanke or someone other Fed official says can ignite large price moves. So, for the analysis to be complete, we should focus not only on what happens but also on how it is announced.

Based on the possible combinations we created eight scenarios and we discuss how each of the markets (gold, stocks, bonds, real estate) could perform in each of them. We also explain which are the most and least likely. If they play out in the future you will already know what to expect in the following weeks/months. Be prepared.

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The wait is over! Starting today, we accept subscriptions to our monthly Market Overview report. It’s an add-on to Premium Updates that enables you to see great things from the distance. The price tag is liberal. $14.95 per month.

Inside this issue:

• The place of gold in the current state of affairs
• Gold as an anti-inflation hedge?
• Anti-inflationary investing vs. anti-system investing
• Physical gold market and the financial market

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