For Episode 74.0 of Eurodollar University’s Making Sense, Emil and I were incredibly honored and thrilled to have been able to bring on Allison Fedirka from Geopolitical Futures, the outfit of George Friedman fame. Specifically, we were interested in her specialty which is Latin America because after China that’s where you want to go next to understand how developments money [...]
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 [...]
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. [...]
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 [...]
There was a lot off good stuff in the March 2021 TIC data. Given that Q1 2021 was the most solidly reflationary since the recession and GFC2, we find the same across most of its headline data. From UST buying (while bonds were in general selling off and yields were rising; more on this in a minute) overall to bank [...]
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 [...]
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 [...]
In this Weekly Market Pulse, Alhambra CEO Joe Calhoun discusses inflation, job openings, consumer sentiment, industrial production, and the economic recovery.
It was all over the news last week. Inflation has arrived. The CPI was hotter than expected. The PPI was even hotter. Import prices were up and export prices were up more. It was impossible to miss the inflation story last week. Stocks got the message and sold off on the hot CPI and finished the week lower for a [...]
73.0: LIVE! Reaction Answering the WSJ's Greg Ip———Ep 73.0 Intro———According to a Wall Street Journal opinion column, solid wage growth and unfilled openings point to much less labor market slack than headline unemployment data. Might the US employment situation be much better than widely believed? Might the economy take off? Jeff Snider reacts live. ———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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