Bonds

Eurodollar University’s Making Sense; Episode 25, Part 1: There Was A Guy Named Murphy

By |2020-09-08T12:29:03-04:00September 8th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———WHO——— Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, exempt from Murphy's Law. Artwork by David "the right stuff" Parkins. Podcast intro/outro is "Sleeves" by Cushy at Epidemic Sound.   ———HOW——— 25.1 [...]

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Monthly Market Monitor – August 2020

By |2020-09-06T22:20:12-04:00September 6th, 2020|Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Many of the weak dollar trends I noted in June’s update have moderated - even as the dollar has weakened further. US stocks surged over the last month, with growth indices leaving their value counterparts in the dust…again. About the only exception on the equity side was China, which outperformed for much the same reason as US growth – technology [...]

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Eurodollar University’s Making Sense; Episode 24, Part 3: The Wizard of Auctions

By |2020-09-04T16:20:15-04:00September 4th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE———AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, incredibly irresponsible. Artwork by David Parkins, the Eurodollar University version of W. W. Denslow. Podcast intro/outro is “So Many Secrets” by Gavin Luke at Epidemic [...]

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Exposed Inflation Bubble

By |2020-09-03T19:31:30-04:00September 3rd, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Wait, wait, wait. Hold up. The Federal Reserve just concluded its near two-year long Grand Strategy Review. The purpose, in its most basic component, was to figure out why inflation hadn’t shown up in the manner everyone at the Federal Reserve spent years promising even though the unemployment tumbled to 50-year lows. The labor market was so tight, inflation was guaranteed. [...]

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Powell Would Ask For His Money Back, If The Fed Did Money

By |2020-09-02T19:32:48-04:00September 2nd, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Since the unnecessary destruction brought about by GFC2 in March 2020, there have been two detectable, short run trendline upward moves in nominal Treasury yields. Both were predictably classified across the entire financial media as the guaranteed first steps toward the “inevitable” BOND ROUT!!!! Each has been characterized as the handywork of master monetary tactician Jay Powell. There is some [...]

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Eurodollar University’s Making Sense; Episode 24, Part 2: Peering Behind The (Unemployment Rate) Curtain

By |2020-09-02T16:24:54-04:00September 2nd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———WHO——— Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, incredibly irresponsible. Artwork by David Parkins, the Eurodollar University version of W. W. Denslow. Podcast intro/outro is “So Many Secrets” by Gavin [...]

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Fat Chance, Flat Phillips

By |2020-08-31T19:34:04-04:00August 31st, 2020|Bonds, Currencies, Economy, Markets|

This one will also be simple but doesn't need to be lengthy. What is a flat Phillips Curve? It’s not just something Richard Clarida dreamed up recently. The idea has been talked about more and more as the inflation “puzzle” showed up disproving the LABOR SHORTAGE!!!! - meaning full employment and recovery narrative – over the past few years. Here’s [...]

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Peak Inflation? No, Peak Stupidity

By |2020-08-31T18:12:19-04:00August 31st, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

You can (and should) read the entire text of Richard Clarida’s speech delivered today (via webcast) for the Peterson Institute for International Economics. The Federal Reserve Vice Chairman’s remarks are a perfect example of the unnecessary gobbledygook that Economists like him reach for when clarity is warranted. You’d think after being unable to meet their definitions for their statutory mandate on [...]

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Eurodollar University’s Making Sense; Episode 24, Part 1: The Great & Powerful Credible Promise

By |2020-08-31T12:51:24-04:00August 31st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———WHO——— Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, incredibly irresponsible. Artwork by David Parkins, the Eurodollar University version of W. W. Denslow. Podcast intro/outro is "So Many Secrets" by Gavin Luke [...]

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Seriously, This Isn’t Difficult

By |2020-08-28T19:25:01-04:00August 28th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

If you have to work overtime just to catch up to where you were supposed to be, you haven’t done a good job. It’s really that simple. And in the context of inflation, therefore legitimate economic growth as distinguished from fake booms, that’s really all bond yields are.The lower rates go, and the longer they stay lower, the more they [...]

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