Federal Reserve/Monetary Policy

Eurodollar University’s Making Sense; Episode 75, Part 2: Yeah, The Fed Had Screwed Up T-bills And They Know It

By |2021-05-21T15:35:57-04:00May 21st, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

75.2 Fed 'admits' Negligence, Monetary Malpractice ———Ep 75.2 Summary——— It's never what they say, it's what they do. For months before March 2020's collateral-centered blowup, GFC2, we regularly chastised Jay Powell's not-QE(5) program for doing the opposite of what would've been helpful. They bought T-bills and only T-bills. But then, right in the thick of the meltdown, the Fed stopped [...]

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Eurodollar University’s Making Sense; Episode 75, Part 1: The *Deflationary* Case of Obscene Government Debt

By |2021-05-21T15:25:22-04:00May 21st, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

75a A Rise in Prices or a Rise in Dictators or Both ———Ep 75.1 Summary——— FDR claimed, correctly, he maintained a balanced budget throughout his years in office. With the exception of "emergency" items, that is. Influenced by several famed economists, Roosevelt entered the Presidency a fiscal hawk only to have his mind changed by the gravity of the situation. [...]

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The Vast Majority (not) Inflation Case

By |2021-05-20T20:01:32-04:00May 20th, 2021|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Global factors. Both for inflation as well as money, in fact money therefore inflation. Only recently, yesterday, in fact, has the Federal Reserve pulled back the official curtain of silence and illiteracy if only a little to admit there’s so much more than what you’ve ever been told. Bank reserves aren’t the end of the story, especially in light of [...]

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Inflation Huge: Jay Powell Did Blink, But It Had *Nothing* To Do With ‘Taper’

By |2021-05-19T20:06:18-04:00May 19th, 2021|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

As usual, the focus went to the exact wrong place. In most people’s minds, the idea hammered home by the uniformly compliant financial press, it’s all about inflation and accommodative Federal Reserve policy. According to the current popular breeze, this along with Uncle Sam’s uncontrollable check-writing vigor has put the economy on course to overheating if not drastically so.Didn’t you [...]

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The Chinese Money Behind Global Inflation Baseball

By |2021-05-18T19:28:16-04:00May 18th, 2021|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

China’s economy is nowhere near recovered from 2020’s steep recession, yet, contrary to textbook demands, the Chinese central bank is winding down its support. This is especially important given that monetary policy last year hadn’t actually been all that supportive to begin with (see below). The two major money outlets, currency and bank reserves, were allowed a noticeable yet only [...]

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China Repeats Its Same Case For No-Inflation Bond Yields

By |2021-05-17T18:14:36-04:00May 17th, 2021|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

It makes all the difference in the world. Back in the back half of 2018, the word more often being used when compared to that year’s first half had been “slowing.” By the later months, it was pretty obvious this was taking place no matter how many times the American unemployment rate was dusted off and trotted out in front [...]

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Eurodollar University’s Making Sense; Episode 74: Geopolitical Futures Are More Than China

By |2021-05-17T16:53:32-04:00May 17th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

74.0: Allison Fedirka on Geopolitics and S. America———Ep 74.0 Summary———Geopolitical analyst Allison Fedirka explains what made some countries socioeconomic success stories, where the next emerging market stars may be, and whether a decentralized international equilibrium is in our future. ———See It———– Geopolitical Futures: https://bit.ly/3hv7Px0LinkedIn: https://bit.ly/3eN7qEiTwitter: https://twitter.com/AFedirka Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear It——— Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr ———Ep 74.0 Topics——— 01:00 Allison Fedirka, director of analysis for Geopolitical [...]

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