Commodities

Eurodollar University’s Making MORE Sense; Episode 61: What Did JAY Say?

By Jeffrey P. Snider|2021-04-01T16:47:33-04:00April 1st, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

61.0: LIVE! Reaction: Answering Jerome Powell———Intro———With no way to avert a US downturn, the Fed had to act forcefully to limit damage. So says Federal Reserve Chairman Jerome Powell. Jeff Snider listens and reacts to Powell's case that the disruption wasn't the Fed's fault. ———SEE IT——— Twitter: https://twitter.com/izakaminskaTwitter: 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 60.0 Topics——— 00:05 Is a central bank's [...]

Eurodollar University’s Making Sense; Episode 60; Part 3: The Cheques Didn’t Cash At Jay’s Dunkerque

By Jeffrey P. Snider|2021-03-31T12:05:42-04:00March 31st, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

60.3 Powell likens Fed’s COVID response to Dunkirk———Part 3 Summary———Federal Reserve Chairman Jerome Powell analogized the central bank actions in March 2020 to the heroic evacuation of soldiers from Dunkirk in WW2. A more fitting analogy is the blunderous loss at Dunkirk that necessitated the rescue at all. ———Episode 60 Intro——— Jeff Snider is in his element in Episode 60, [...]

Eurodollar University’s Making Sense; Episode 60; Part 2: Oil Twisting

By Jeffrey P. Snider|2021-03-30T20:29:50-04:00March 30th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

60.2 Oil Market Issues Economic Warning———Part 2 Summary———The headline oil price has been falling since early-March, but insiders were alerted 10 days earlier of possible trouble by the futures curve. What is contango? What is backwardation? Do oil futures tell us the economy is struggling to gain additional liftoff? ———Episode 60 Intro——— Jeff Snider is in his element in Episode [...]

Eurodollar University’s Making Sense; Episode 60; Part 1: QE At Twenty, Not Large, No Money, Nowhere Near the Economy

By Jeffrey P. Snider|2021-03-29T16:03:15-04:00March 29th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

60.1 Quantitative Easing 20 Year Anniversary!———Part 1 Summary———On March 19, 2001 CNN described quantitative easing by the Bank of Japan as "inject[ing] a large amount of money into the Japanese economy." It wasn't large, it wasn't money, and it never got to the economy. In two decades nothing has changed; not in Japan - not anywhere. ———Episode 60 Intro——— Jeff [...]

Weekly Market Pulse (VIDEO)

By Bob Williams|2021-03-29T14:08:36-04:00March 29th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Weekly Market Pulse: Perception is Reality
Weekly Market Pulse: Perception is Reality

Weekly Market Pulse: Perception is Reality

By Joseph Y. Calhoun III|2021-04-04T12:53:08-04:00March 29th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

It is said that there are two types of people in this world. Those who see the glass as half full and those who see it as half empty. On Wall Street, we call them bulls and bears. A bull can see an economic report and perceive it in a way that seems wholly illogical, misguided, and downright stupid to [...]

Was Last Month’s Fedwire A Coincidence?

By Jeffrey P. Snider|2021-03-25T20:07:42-04:00March 25th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Federal Reserve Chairman Jay Powell rarely gives media interviews. Most of his interaction with journalists takes place in the carefully controlled – and credentialed – environment of post-meeting press conferences. One notable exception was last May when the Fed’s head guy visiting with 60 Minutes so that he could, pardon the expression, lie his ass off. Today, March 25, 2021, [...]

Eurodollar University’s Making Sense; Episode 59: One Year Later, What Have We Done?

By Jeffrey P. Snider|2021-03-25T18:32:41-04:00March 25th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

59.0 The Best Podcast Intros of Making Sense, Season 1———Episode 59 Intro———March 23, 2020 is a day that no financial market participant will forget. It was the day that America's S&P 500 put in its low and stock prices began their climb to "what looks like a permanently high plateau." More importantly, it was the day that Making Sense debuted. [...]

Eurodollar University’s Making Sense; Episode 58; Part 3: A Roundhouse Kick of a Coffeehouse Crypto Conversation w/FT Alphaville’s Izabella Kaminska

By Jeffrey P. Snider|2021-03-24T15:39:45-04:00March 24th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

58.3 Izabella Kaminska on Green Bitcoin, Privacy & NFTs ———Part 3 Summary——— Izabella Kaminska, editor of Alphaville - the Financial Times blog, talks: bitcoin free-market green energy, non-fungible tokens, cryptocurrency's role in the monetary order, intraday interbank liquidity, central bank command-economy green agendas and more! ———Episode 58 Intro——— Welcome to Making Sense. Jeff Snider and I are joined by a [...]

OK NYMEX, Beginning To Notice The Fine Print?

By Jeffrey P. Snider|2021-03-23T17:37:08-04:00March 23rd, 2021|Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Is it a building case of/for selling the news? Another substantial down day in the oil market brings the total slide to just more than 13% (since March 5). Hardly anything earth-shaking on its own, not with the WTI front month futures contract gaining an impressive 85% since the end of October. During those four and a half months, the [...]

Weekly Market Pulse: Perception is Reality

Stay In Touch

Contact