Jeffrey P. Snider | TalkMarkets | Page 97
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

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The Clowns Over The Corrupt
The Bank of Japan is run by clowns. All of their major moves have blown up in their faces.
Two Sides Of The Same Dollar
With bank reserves contracting again this year, the latest figures, we see very clearly the return of monetary volatility in Chinese money.
Decoupling Reborn
These are not separate systems that in times of trouble can merely go their separate ways.
TIC Confirms Pretty Much Everything
The further we go into 2018 more and more it appears likely that Reflation #3 had some time ago reached its end.
Falling Starts
Home construction estimates are notoriously variable.
Is Subprime Contained?
The whole panic and crisis and economic breakdown truly had nothing whatsoever to do with subprime.
Gold, Dollar, And Repo: Who Cares About Taper, Or QE?
Before understanding the “rising dollar” we first have to back up and explore the deflationary wave that swept up into it.
Sentimental Inflationary Reflation
One big piece of any PMI is prices.
Retail Sales Still In The Green
It would be easier if we could just know the right amount of oil futures backwardation. The literal answer for the question of what’s the correct level is the curve’s shape at any given moment in time.
How To Totally Misinterpret Deflationary Impulses
What happened in 2013 especially with regard to China was a big enough warning that things were getting serious, as they have in the half decade since.
Pay Attention To Nominal Not Real China GDP
The slowdown inside China seems to have returned and it is timed to official action.
A Derivatives View On Q1 That Might Help Explain Q2 (And After)
Morgan Stanley is bit more complicated as a derivatives dealer than the Big 4. Those other banks hold most of their books at bank subsidiaries. In this case, the term bank actually means something, the legal distinction of a depository institution.
Global Economy Still In The Green?
The trade data has been consistent in mapping out what has proven to be the marginal direction of the global economy.
A Little More Inversion To Ignore
Inflation hysteria was primarily focused on the bond market.
It’s Taking Too Long, The Boom Didn’t Boom
At some point, the boom had to have boomed.
COT Black: Futures Curve Twisting
There is an interesting, ongoing academic debate about what shape the crude oil futures curve “should” take.
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