Bonds

Eurodollar University’s Making Sense; Episode 36; Part 3: China & Japan, Yen & Yuan, TIC dollars In Between

By |2020-11-27T19:06:37-05:00November 27th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3royApple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Pandora: https://pdora.co/2GQL3Qg 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 PlayerFM: https://bit.ly/3piLtjV PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK ListenNotes: https://bit.ly/38xY7pb AmazonMusic: https://amzn.to/2UpEk2P PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, bond villain moonlighter. Artwork by David Parkins. ———WHY——— 36.3 Are Japanese Banks Propping up the Chinese Yuan?Japanese banks are borrowing from US banks [...]

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Eurodollar University’s Making Sense; Episode 36; Part 2: Labor Crisis

By |2020-11-25T15:00:30-05:00November 25th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3royApple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Pandora: https://pdora.co/2GQL3Qg 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 PlayerFM: https://bit.ly/3piLtjV PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK ListenNotes: https://bit.ly/38xY7pb AmazonMusic: https://amzn.to/2UpEk2P PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, recession roulette player. Artwork by David Parkins. ———WHY——— 36.2 Labor Crisis: Another 742,000 Newly UnemployedAn estimated 742,000 Americans submitted initial claims for unemployment insurance in [...]

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Just Who Is, And Who Is Not, Selling T-Bills

By |2020-11-25T14:56:18-05:00November 25th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Are foreigners selling Treasury bills? If they are, this would seem to merit consideration for the reflation argument. After all, the paramount monetary deficiency exposed by March’s GFC2 (and the Fed’s blatant role in making it worse) was the dangerous degree of shortage over the best collateral. Best collateral means OTR, and for standard practice this had always meant Treasury [...]

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Treasury Auctions Are Anything But Sorry Because They’ve Never Been Sorry About Solly

By |2020-11-24T19:25:22-05:00November 24th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Twenty years ago, in November 2000, the Treasury Department changed one aspect of the way the government would sell its own debt. Auctions of these and other kinds of securities had been ongoing for decades, back to the twenties, and they had been transformed many times along the way. In the middle of the 1970’s Great Inflation, for example, Treasury [...]

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Eurodollar University’s Making Sense; Episode 36; Part 1: Stimulating The Study Of Silently Long Depressions

By |2020-11-23T15:30:58-05:00November 23rd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3royApple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Pandora: https://pdora.co/2GQL3Qg 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 PlayerFM: https://bit.ly/3piLtjV PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK ListenNotes: https://bit.ly/38xY7pb AmazonMusic: https://amzn.to/2UpEk2P PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, angling to be the central figure in the next royal baccarat scandal. Artwork by David Parkins.  ———WHY——— 36.1 Progress and Poverty: The Long, Silent [...]

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Eurodollar University’s Making Sense; Episode 35; Part 3: De-Globalization Gets A Huge Boost

By |2020-11-20T15:02:33-05:00November 20th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3royApple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Pandora: https://pdora.co/2GQL3Qg 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 PlayerFM: https://bit.ly/3piLtjV PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK ListenNotes: https://bit.ly/38xY7pb AmazonMusic: https://amzn.to/2UpEk2P PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, target of CIA prank calls. Artwork by David Parkins. ———WHY——— 35.3 China's 5-Year Plan Abandons Globalization?!?Communists in Beijing have a better grasp of the world [...]

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Speaking of Japan’s Attention

By |2020-11-18T19:44:17-05:00November 18th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Speaking of Japan, it’s not difficult to figure out why Japanese banks might seek some small pittance from diving back in the choppy waters of eurodollar redistribution. Conditions at home, particularly since the middle of last year (right when the big turn Tokyo dollars came up), have been, to put it mildly, way less than ideal. Politicians listening to central [...]

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Redistributing A Shrinking Pie Is Nothing Like A Flood; Because There Was No Flood

By |2020-11-18T18:11:07-05:00November 18th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

For the past couple months, the foreign official sector has been able to go back to buying (net) US Treasuries again. Not a lot, but it’s a change from the prior period when overseas central banks and governments would dependably dump tens of billions each month. Contrary to convention, this kind of buying corresponds to rising rates, the reflationary stuff. [...]

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Eurodollar University’s Making Sense; Episode 35; Part 2: This Again

By |2020-11-18T15:30:39-05:00November 18th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE———   AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN   Deezer: https://bit.ly/3ndoVPE   iHeart: https://ihr.fm/31jq7cI   TuneIn: http://tun.in/pjT2Z   Castro: https://bit.ly/30DMYza   Google: https://bit.ly/3e2Z48M   Spotify: https://spoti.fi/3arP8mY   Pandora: https://pdora.co/2GQL3Qg   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   PlayerFM: https://bit.ly/3piLtjV   PocketCast: https://pca.st/encarkdt   SoundCloud: https://bit.ly/3l0yFfK   ListenNotes: https://bit.ly/38xY7pb   AmazonMusic: https://amzn.to/2UpEk2P   PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, addicted to Jolt Cola pop. [...]

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Bursting A Few Bubbles; No, Not That One

By |2020-11-17T19:18:32-05:00November 17th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The Presidential election was supposed to have been a big one. Yields were low, or high, based on how whichever expert or financial media article was interpreting the manner of trading in bond markets. You could take your pick; a “blue wave” was bad, as in BOND ROUT!!! due to inflation and potential for even more (how?) spendthrift ways in [...]

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