Jeffrey P. Snider | TalkMarkets | Page 5
Chief Investment Strategist
Contributor's Links: Eurodollar University
Jeff is an Investment Strategist and currently runs Eurodollar University. Formerly the Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheaded the investment research efforts while providing close contact to Alhambras client base. Jeff joined Atlantic Capital ...more

Articles

Latest Posts
65 to 80 of 3118 Posts
<<< 1 ... 3 4 5 6 7 ... 195 >>>
Historic Inventory Continued In March, But Is It All Price Illusion, Too?
The Census Bureau released its advanced estimates for March trade. These include, among other accounts like imports and exports, preliminary results reported by retailers and wholesalers.
Globally Synchronized
ECB Governor Christine Lagarde said it was important for the central bank’s key officials to present a unified front given some drastic challenges over the months ahead.
Re-Inversion + CNY
The curve will un-invert, re-invert, and so forth perhaps many times over the weeks/months ahead as whatever is nagging market participants is increasingly expected to happen.
China, Japan, And The Relative Pre-March EuroDollar Calm In February
While waiting another month to see what TIC has to say about last month, there were a few highlights worth mentioning from the current update.
The Less Dollars Behind Xi’s Shanghai Of Shanghai
What everyone is saying, because it’s convenient, is that China’s zero-COVID policies are going to harm the economy. No. Economic harm of the past is the reason for the zero-COVID policies.
I Told You It Wasn’t Money Printing; How The Fed Helped Cause, But Can’t Solve, Our Current ‘Inflation’
When all is said and done, the Federal Reserve has created its own doom loop from which it won’t likely escape.
Not Good Goods
The goods economy in the United States is – maybe was – the lone economic bright spot. That in and of itself should’ve provoked more caution, instead, there was the red-hot recovery to sell under the cover of supply shock pricing changes.
Yield Curve Inversion Was/Is Absolutely All About Collateral
If there was a compelling collateral case for bending the Treasury yield curve toward inversion beginning last October, what follows is the update for the twist itself.
China’s Imports Outright Declined In March, And COVID Was The Reason Why But Not Really
For now, the Chinese appear to be using their merchandise surplus to keep the exertion of eurodollar-gravity outflows from making China’s increasingly shaky circumstances more obvious.
You Know What They Say About The Light At The End Of The Tunnel
In any year when gasoline prices rise 18%, that’s not going to be good for anyone except maybe oil companies.
China More And More Beyond ‘Inflation’
If only the rest of the world could have such problems. Chinese consumer prices were flat from February 2022 to March, even though gasoline and energy costs predictably skyrocketed.
What, When, Nominal, Forward, Yes, Oil; Or, Spreads Everywhere
Many a judgment from armchair yield curve “analysts” along with Ivory Tower academics, not to mention Greenspan/Bernanke underlings, all ventured their incredulous opinions.
Speaking Volumes Rather Than Fast Rate Hikes
Demand destruction comes about once paying more to get less means paying more for necessities while cutting back on pretty much everything else.
Concocting Inventory
Even as inventories surge in historic fashion, overall wholesale sales have kept pace.
Every Time, Debt Ceiling Impacts Collateral Producing Inevitable Deflationary Currency
Collateral scarcity can quickly transmute to shortage. This is why they have often traded below an alternate rate like the Fed’s offer of RRP.
Goldilocks And The Three Central Banks
Running red-hot to the point of near-horror, that’s “our” Federal Reserve.
65 to 80 of 3118 Posts
<<< 1 ... 3 4 5 6 7 ... 195 >>>