Jeffrey P. Snider | TalkMarkets | Page 1
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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History Is Repeating?!
There is a resurgence underway not from consumer prices as everyone thinks, instead the use of the term "stagflation."
The Japanese Yen Is Failing
Japan's government conducted three (unconfirmed) major currency interventions in less than a week.
Another Bank Just Failed, How Many More Will Come
The first bank failure of 2024 is a familiar tale. However, there are a couple of important developments to go along with the background which raise questions and a few concerns.
This Data Shows The State Of The U.S. Economy
Last year's surge now appears to have been just a short run temporary jump, meaning GDP might be joining the majority of macro data indicating much sharper and more serious weakness than was though just before the data's release.
Bombshell GDP Report Confirms Everything
GDP comes in the worst in two years because prices shot up again, therefore the term "stagflation" is going to be everywhere.
The Government Spent $11 Trillion
The amount of money the federal government has redistributed over the past four years is incomprehensible.
Fed’s Financial Stability Report Dropped (What You Need To Know)
The Fed's latest semi-annual report on financial risks contains a couple of important updates.
New Housing Data Down 15% In One Month
Updates from the US housing and energy sectors heavily rebuff the idea of reflation. There is supposed to be resurgent demand when new data shows the opposite, including a shocking crash in one critical segment.
Has The Government Debt Crisis Finally Started?
UST yields are up somewhat sharply since early April, raising questions about why.
The Narrative Has Completely Flipped
Higher (slightly) interest rates and a couple of rising commodities have brought back the reflation trade.
The Chinese Banking System Is Collapsing
Is the Great Migration about to get worse? The answer starts in China, where the country reported a sharp fall in consumer prices just last week.
China's Crisis Is Sending A Warning To The World
Yesterday's US CPI reignited the fierce debate over a possibly sticky inflation future. China just ended it by reminding the world of its stubborn deflationary present with the third largest monthly CPI drop in the last twenty years.
New CPI Numbers Shock The Market! (Everything You Need To Know)
Another CPI comes in higher than expected. This isn't some harbinger of an impending price spiral, just the regular fluctuations in consumer prices driven largely by oil.
Oil Is About To Break The Economy
Despite popular misconceptions, a non-economic oil shock like the one we're currently experiencing is not inflationary. On the contrary, history shows it will almost certainly be disinflationary.
Oil Inflation Fears Going Viral
Oil is up sharply as fears over a wider conflict in the Middle East continue to rise. Quite predictably, this has raised widespread concerns over renewed "inflation".
Gold Surges To All-Time Highs
Gold continues to soar, hitting almost as many record highs as stocks.
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