Commodities

Eurodollar University’s Making Sense; Episode 58; Part 2: A Roundhouse Kick of a Coffeehouse Political Economics Conversation w/FT Alphaville’s Izabella Kaminska

By |2021-03-23T16:15:50-04:00March 23rd, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

58.2 Izabella Kaminska on UBI, MMT, ESG and -isms———Part 2 Summary———Izabella Kaminska, editor of Alphaville - the Financial Times blog, talks political-economy: work furlough as proto Universal Basic Income, a labor force under Modern Monetary Theory, naïve accedence of Environmental-Social Governance, socialism, communism, corporate-capitalism and more! ———Episode 58 Intro——— Welcome to Making Sense.  Jeff Snider and I are joined by [...]

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Eurodollar University’s Making Sense; Episode 58; Part 1: A Roundhouse Kick of a Coffeehouse Media Conversation w/FT Alphaville’s Izabella Kaminska

By |2021-03-22T16:43:19-04:00March 22nd, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

58.1 Izabella Kaminska on Media, Criticism and Trust———Part 1 Summary——— Izabella Kaminska, editor of Alphaville - the Financial Times blog, talks: financial journalism, the necessity of skepticism, public distrust of media, press reticence to cover underclass concerns, reportage to clarify versus to convince, technology's impact on news, and more! ———Episode 58 Intro——— Welcome to Making Sense.  Jeff Snider and I [...]

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Weekly Market Pulse: Much Ado About Not Much

By |2021-03-22T04:06:34-04:00March 21st, 2021|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

The SLR exemption is ending! The SLR exemption is ending! Doesn't exactly roll off the tongue, does it? There has been rampant speculation the last few weeks about the fate of the exemption the Fed provided banks a year ago with regard to the Supplemental Leverage Ratio that allowed them to ignore Treasuries and reserves. The banks themselves warned that [...]

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Eurodollar University’s Making MORE Sense; Episode 57: What Did KRUGMAN Say?

By |2021-03-19T15:19:58-04:00March 19th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

57.0 Jeff Snider Reacts Live to Paul Krugman Column———Intro———Will Stagnation Follow the Biden Boom? So asks New York Times columnist (and Nobel Memorial Prize winner) Paul Krugman. Jeff Snider listens and reacts to Krugman's lament that though the relief bill is done, recovery may be harder. ———SEE IT——— AlhambraTube: https://bit.ly/2Xp3roy Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: 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 57.0 Topics——— 00:05 Paul Krugman, NYTimes [...]

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OK, NYMEX, Go On…

By |2021-03-18T19:55:52-04:00March 18th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Well, that will get everyone’s attention, at least for now. Should something happen to the crude oil rocketship, there goes inflation. A day after the FOMC releases substantial upward revisions to inflation rates its models now project for this year, the NYMEX pits jump all over them with oil’s worst day since just after last April’s negative price turmoil. Before [...]

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Eurodollar University’s Making Sense; Episode 56; Part 3: A Dollar Late And A Treasury Short(age)

By |2021-03-18T18:27:38-04:00March 18th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

56.3 Treasuries: Standard vs. Eurodollar Explanation———Part 3 Summary———Learn the difference between an orthodox-economics and a shadow-money view of US Treasuries. The mainstream says, 'Too many Treasuries!' and 'Emerging markets in danger!' Is that true? ———Episode 56 Intro——— Space, the final metaphor. Why do central bankers offer spirographic, retrograde answers? Because they operate within a Ptolemaic paradigm – a geocentric model [...]

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Eurodollar University’s Making Sense; Episode 56; Part 2: M&M(2)s, (Inflation) Melts In Your Mouth, Not At Hand

By |2021-03-17T16:51:20-04:00March 17th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

56.2 Is The Money Boom Is Already Here? NO!———Part 2 Summary——— Learn why a HISTORIC surge of M2 money supply is NOWHERE near-enough to rescue the world economy. Across a group of mostly rich nations M2 and M3 are at multi-decade highs. And yet millions remain unemployed. What's missing? Money! ———Episode 56 Intro——— Space, the final metaphor. Why do central [...]

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Eurodollar University’s Making Sense; Episode 56; Part 1: What’s Special About Repo Specialness

By |2021-03-16T16:27:57-04:00March 15th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

56.1 Treasury Selloff Submerges Repo Market Under Zero ———Part 1 Summary——— Learn why rates in the repurchase agreement market went negative. What might it mean for economic recovery, not only in the United States but globally? Learn about 2013 and 2020 when repo securities also "traded special". Jeff Snider offers two explanations, one benign (sort of). The other? Malign. ———Episode [...]

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Weekly Market Pulse: The More Things Change, The More The Song Remains The Same

By |2021-03-15T07:45:50-04:00March 14th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Markets continue to move based on the expectation of a post-virus boom. At least that is the dominant narrative right now. The economy, boosted by another round of stimulus, will surge once the virus is under control and things return to normal. President Biden last week offered his version of optimism by saying that families would be able to gather [...]

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Eurodollar University’s Making MORE Sense; Episode 55: What Did They Say?

By |2021-03-12T17:58:34-05:00March 12th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

55.0 Live Reaction: What Central Banks Should TargetJeff Snider reacts LIVE! to a Martin Wolf column in the Financial Times. Wolf ponders what central banks should target (e.g. inflation, asset prices, social justice, nominal GDP). Incredibly at no point in the article was targeting actual money supply considered. WILD! ———SPONSOR——— But first, this from Eurodollar Enterprises! Friends, do you direct [...]

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