Bonds

Eurodollar University’s Making Sense; Episode 94, Part 1: Half Century of Dollar Confusion; Nixon didn’t kill Bretton Woods, twas already dead

By |2021-08-11T16:22:09-04:00August 11th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

94.1 Nixon didn't kill Bretton Woods; twas already long dead ———Ep 94.1 Summary———Fifty years ago the "Nixon Shock" closed the 'Gold Window' on "international speculators" and killed the Bretton Woods gold exchange era. That's what we're told. Actually, Bretton Woods died a decade (or more!) earlier; it's just that we only noticed in 1971. ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear [...]

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Inflation Review: How The ‘Best Jobs Market In Decades’ Couldn’t Deliver

By |2021-08-10T17:49:21-04:00August 10th, 2021|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Money printing. Overheating. Going from an economy stuck in the mud to one rocketing ahead seemingly in the blink of an eye. Careless government officials steadfastly forecasting Goldilocks, surely whistling past the consumer price graveyard of stagflation misery.Long believed dead, that seventies Inflation Monster relit maybe by necessity but now on the loose lurking just beneath the surface, ready to [...]

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Gold Slammed Early Asia In Trade With China Trade Then Inflation

By |2021-08-09T19:52:52-04:00August 9th, 2021|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

This one wasn’t nearly so perfect as the scramble for collateral had been a few Tuesdays ago. Last night’s, however, did have a sizable, visible contribution from the gold marketplace. That’s a significant tell even if it didn’t necessarily correlate by the minute with T-bills and other collateral numbers.In this instance if only because the gold “slam”, which was enormous, [...]

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Weekly Market Pulse: What Is Today’s New Normal?

By |2021-08-09T08:29:06-04:00August 8th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Remember "The New Normal"? Back in 2009, Bill Gross, the old bond king before Gundlach came along, penned a market commentary called "On the Course to a New Normal" which he said would be: "a period of time in which economies grow very slowly as opposed to growing like weeds, the way children do; in which profits are relatively static; [...]

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Eurodollar University’s Making Sense; Episode 93, Part 3: NBER Says Recession Ended, But Did A Recovery Begin?

By |2021-08-06T19:29:58-04:00August 6th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

93.3 NBER: USA Covid-Recession Over! But is it? ———Ep 93.3 Summary———America's Covids Recession lasted only two months, says the National Bureau of Economic Research. But what if it wasn't a recession? What if 2007-09 wasn't a recession either? What if 2007-21 has been a depression? The Silent Depression. ———See It——— 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 93.3 Topics——— 00:00 [...]

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Eurodollar University’s Making Sense; Episode 93, Part 2: Let’s Go Over Foreigners Selling Treasuries In Detail, It Is THAT Important And You’ve Probably Been Misled For Years, Maybe Decades

By |2021-08-05T20:00:13-04:00August 5th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

93.2 DANGER! Foreigners are selling US Treasuries! ———Ep 93.1 Summary———Foreigners were heavily selling US Treasuries in May 2021. Is this a GEOPOLITICAL plot? Is America's BANKRUPTCY imminent?!? Almost certainly not. We review the LONG HISTORY of foreigners selling US Treasuries in acute periods of dollar shortage. May's selling is a monetary warning. ———See It——— 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 [...]

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Studying, Analyzing Reflation Templates and Their Legs

By |2021-08-04T19:53:37-04:00August 4th, 2021|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

In one sense, we have a template to follow, two potentially, but in another there may not be one this time. I’m talking about reflation and how it plays out specifically in bond yields because these have been among the most reliable indicators. Economists and central bankers unaware of this wealth of information right in front of them, right here [...]

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Eurodollar University’s Making Sense; Episode 93, Part 1: Like History, Gold Doesn’t Buy That Foreigners Hate America

By |2021-08-04T17:28:06-04:00August 4th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

93.1 What Gold Prices tell us about the Economy ———Ep 93.1 Summary———Gold Slams! Rapid, huge sales in early morning hours are warnings about a malfunction deep within the plumbing of global capital flows. They're also multi-week, precipitous price declines. We review the last few months of gold price to triangulate if the pipes are rattling warnings. ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil [...]

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Go Early, Go Fast? Go Deflation

By |2021-08-03T18:16:01-04:00August 3rd, 2021|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Go early and go fast. This was the message FOMC Governor Christopher Waller wanted to send to the CNBC audience watching his interview yesterday on that channel. He was referring to the possible taper of QE6. In Waller’s view, if the US economy lives up to its current hype in the form of two more blowout jobs numbers, those would [...]

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Another Big ‘Ide’ To Add To Deflation’s March

By |2021-08-02T19:47:57-04:00August 2nd, 2021|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

There’s another foreign angle to the grave misconceptions about what overseas financial entities are doing, and are made to do, with specifically US Treasury assets (and overall US$ assets more broadly). The American public, anyway, has wrongly been led to believe that those outside the US must hate the US and its dollar; at least its recklessly spendthrift government. None [...]

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