Jeffrey P. Snider Blog | Talkmarkets | Page 1
Chief Investment Strategist at Alhambra Investment Partners LLC
Contributor's Links: Alhambra Investment Partners

As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base.
Jeff joined Atlantic Capital Management, Inc., in Buffalo, NY, as an intern while completing studies at ... more

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Chart Of The Week; Back To Boring
If there is a chart that stands out this week it has to be the usual. CNY breaks 6.50 to the downside today, an accelerated slide.
EFF Watch, Or Is It IOER Watch?
How bereft of ideas might they have to be to fall back on IOER?
Further Early Confirmation On PBOC Intentions
The level of Chinese bank reserves fell again in May 2018. Year-over-year, what is technically classified as Deposits of Other Depository Corporations on the PBOC’s liability (money) side of its balance sheet contracted by 1%.
Where Innovation Just Doesn’t Belong
Central banks aren’t supposed to be groundbreaking. They are just supposed to work. They don’t. Not in this eurodollar age.
Sintra +1
Does a year matter? It seems like a sufficient length of time whereby solid conclusions might be reached. While that may be true in a lot of disciplines, it is not so in Economics.
That Didn’t Take Long, Part 2
Federal funds aren’t some obscure way off policy goal, it’s the very lever the Federal Reserve has claimed all along it has been using for decades to great positive effect.
That Didn't Take Long ...
The Fed’s IOER (interest rate on excess reserves) scheme lasted all of three trading sessions.
The Last Boiling Frog Gave Birth To The Modern Unemployment Rate
Unemployment should have become by then a backburner issue nothing much beside a residual concern applicable only to the most serious cases.
What Should Be Happening In Housing
The real estate market uniformly telling Economists they should stop using the unemployment rate.
China Reopens With Another Sneeze
As China markets reopened after a Tuesday holiday, Chinese stocks, at least those represented by the Shanghai SSE, were down sharply. The index broke below 3,000 for the first time since September 2016.
Is Reflation #3 Over? Some Important Data Is Pointing Toward That Possibility
We know what the deficiency is and has been for a very long time – banks. That’s a big problem for the idea of QT since it very clearly shows there was no QE; or, more specifically, QE didn’t end up doing any E.
Stupid’s On The Other Foot Now
We started off 2018 in the grips of inflation hysteria, the more extreme corollary to globally synchronized growth. Things were going to be so good, they said, it would be bad. Now there’s just growing worries about only bad.
The Simple Economics Of What Really Matters
The very idea of a labor shortage is supposed to be strictly an economic concept. No longer.
BoJ Blames Amazon; Or, What A Difference A Few Months Make
The Bank of Japan gathered its policymaking members in Tokyo at the end of last week. The statements released and the commentary given pursuant to it exuded a renewed darkness.
Chart Of The Week: Pure Risk
For the first time since January 2014, on June 6 the RBI raised its benchmark repo rate. Rather than reverse the rupee’s slide it appears to have renewed it. The euro may have routed yesterday and hogged the attention, but it stopped rising June 7.
Dovish = Uncertain, Therefore Dollar
Europe’s solid improvement, it was believed, would mean universal policy success and therefore another orderly transition this time by the ECB. Mario Draghi threw a big wrench into those dreams yesterday.
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