Bonds

Eurodollar University’s Making Sense; Episode 31; Part 1: Extremely Relevant Certainty About ‘Highly Uncertain’

By |2020-10-19T16:33:45-04:00October 19th, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK 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, falling out of balance, splitting his differential and tipping the h— over. Artwork by David Parkins. ———WHY——— 31.1 Fed is Only a Bank [...]

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Mega-Bailout, Dollar Flood, So How Are They Out Of Dollars Yet Again?

By |2020-10-16T19:22:47-04:00October 16th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Who would’ve ever guessed? Jay Powell flooded the world with dollars, “overseas” swaps and all, but more and more you get the impression he doesn’t really know what he’s doing. The Fed Chairman, of course, is never alone when it comes to these things. He’s plenty of company.Recall, for a moment, how the IMF in June 2018 “rescued” Argentina. Big, [...]

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Eurodollar University’s Making Sense; Episode 30; Part 3: Always Backward by Always Looking Backwack

By |2020-10-16T15:24:45-04:00October 16th, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK 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 (is that a ponytail?). Artwork by David Parkins.   ———WHY——— 30.3 Fed's Inflation Targets Unmet, their Credibility ShotThe Federal Reserve has been fighting [...]

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No, No, How Can It Be This Barely Qualifies As A Market Fluctuation?

By |2020-10-15T19:31:12-04:00October 15th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The molehills get even smaller simply because there’s never any mountains. The conventional view, no surprise, is looking at this situation exactly backward and trying to impose an idea that just doesn’t fit. Upside down, if you prefer.A smooth Presidential election in the US plus the smooth transition into Jay Powell’s monetary ecstasy of inflation is going to bring on [...]

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You Need To Understand What’s Really Behind This New ‘V’, And Once Again Japan Is More Than Helpful

By |2020-10-14T17:15:33-04:00October 14th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Why do we care so much about inflation targeting in any form? Ask that question of a central banker and they will merely state the answer is self-evident before calling the police to have you arrested and thrown in jail for daring to query. Inflation targeting is central to this version of the central bank, so much so it has [...]

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Eurodollar University’s Making Sense; Episode 30; Part 2: Do “V’s” Like QE’s Get Do-overs?

By |2020-10-14T15:26:59-04:00October 14th, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK 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 (is that a ponytail?). Artwork by David Parkins.   ———WHY——— 30.2 QE2 Syndrome: Repeating a Failed Policy, but Bigger!The SECOND round of stimulus [...]

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Inflation (Expectations) Is Anything But Confusing

By |2020-10-13T15:58:46-04:00October 13th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Before the word “taper” ever left the lips of anyone occupying an official position at the Federal Reserve in the late spring of 2013, there was already something very much amiss. Not that you would have known it, of course. In the financial media, everything was moving along swimmingly, Bernanke the thrice-crowned hero. QE4 had been dutifully buried by its [...]

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Tactical Update: Uncertainty Abounds

By |2020-10-13T13:22:44-04:00October 13th, 2020|Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

This seems an opportune time to review the difference between Strategy and Tactics. Strategy and tactics are how we achieve our goals and objectives. In our specific case, the goals and objectives are financial in nature. Strategy is the path we will take to get from where we are today to where we want to be tomorrow; it is the [...]

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Eurodollar University’s Making Sense; Episode 30; Part 1: Belaboring the Ongoing Lack of “V”

By |2020-10-13T16:01:16-04:00October 12th, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK 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 (is that a ponytail?). Artwork by David Parkins.   ———WHY——— 30.1 Government Furlough Programs & Cash are NOT Stimulus$1,200 direct cash payments is [...]

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