Commodities

Eurodollar University’s Making MORE Sense; Episode 50: What Did They Say?

By |2021-02-26T18:00:02-05:00February 26th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

50.0 Why Economists Kept Getting the Policies WrongJeff Snider reacts to two recent articles: "Bond yields are not good predictors of inflation" (Peterson Institute for International Economics) and "Why economists kept getting the policies wrong" (Financial Times). ———SPONSOR——— But first, this from Eurodollar Enterprises! The motion picture event of the summer: (Con)Tango & Cash. When an international smuggling ring uses the [...]

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Eurodollar University’s Making Sense; Episode 49; Part 3: Consuming Consumer Data

By |2021-02-25T18:58:38-05:00February 25th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

49.3 Week 48 of 'Record' Jobless ClaimsLearn how to reconcile a positive surge in retail sales with a nightmare string of 'record' jobless claims and lousy sentiment reported by the University of Michigan consumer survey. Perhaps pent up demand? Maybe. An unusual, poorly explained seasonal adjustment boost? Maybe too. ———SPONSOR——— But first, this from Eurodollar Enterprises! The motion picture event [...]

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Hot Oil, Cold Weather, Uncle Sam’s Green

By |2021-02-24T19:24:35-05:00February 24th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

For a couple of weeks, the $600 payments from Uncle Sam seemed to have found their way into the tanks of Americans driving their automobiles a little bit more than they had. According to the US Energy Information Administration (EIA), the total amount of gasoline “supplied” by the domestic marketplace reached 8.4 mbpd the second week of February. Like retail [...]

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Eurodollar University’s Making Sense; Episode 49; Part 2: A Herstatt Model ’74 Eurodollar

By |2021-02-24T16:01:58-05:00February 24th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

49.2 Do Not Rule Out a Market Panic Next MonthA Financial Times column warns of a US Treasury Bill air pocket in March. Learn the little-known history of a mid-market, 1970s German bank that compelled regulators to move towards capital and supplementary leverage ratios. The very ratios that may now trigger uncertainty. ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/ Jeff Snider, Head of Global Investment [...]

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Some Important Tips on ‘Inverted’ TIPS

By |2021-02-23T17:05:12-05:00February 23rd, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Sell-off. No, rout. Heck with that, Armageddon! It really had been that hysterical at times, and not just because it was declared a foregone conclusion. Certainly a big part of it, the faux certainty, more than that the gross overhyping of what really had been a relatively small change; the whole mainstream was afire with an inflationary mountain fashioned from [...]

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Eurodollar University’s Making Sense; Episode 49; Part 1: Touring The Technocrats

By |2021-02-24T16:02:28-05:00February 22nd, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

49.1 The Eurodollar World Tour: AUS, JPN, USA & GERWhat are monetary technocrats / financiers doing to save the world economy? We review: yield curve control in Australia (and Japan!), American regulators tip-toeing away from a once-favored LIBOR alternative, and the ecstatic economic expectations of German financiers. ———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 [...]

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Weekly Market Pulse – Real Rates Finally Make A Move

By |2021-02-22T09:02:19-05:00February 21st, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Stocks|

Last week was only four days due to the President's day holiday but it was eventful. The big news of the week was the spike in interest rates, which according to the press reports I read, "came out of nowhere". In other words, the writers couldn't find an obvious cause for a 14-basis point rise in the 10-year Treasury note [...]

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Eurodollar University’s Making MORE Sense; Episode 47: Will Our Bonus Content Overheat The Overheating Hot Economy?

By |2021-02-24T16:07:58-05:00February 19th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

47.0 BONUS MAKING MORE SENSE: Will Biden’s stimulus overheat the US economy?Jeff Snider reacts LIVE! to an article from The Economist. The magazine offers three arguments why the US economy might overheat in 2021: evidence that the downturn is temporary; generous fiscal stimulus; and the Federal Reserve’s monetary-policy strategy. [Emil’s Summary] Having studied monetary policy for several years it was only [...]

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Eurodollar University’s Making Sense; Episode 46; Part 3: Bill’s Reading On Reflation, And Other Charted Potpourri

By |2021-02-18T18:31:43-05:00February 18th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

46.3 On the Economic Road to NothingGoodVilleRecent, low consumer price inflation readings combined with falling US Treasury Bill yields are cautionary sign posts that say this reflationary path may not be the road to recovery but a deflationary cul-de-sac. [Emil’s Summary] Having studied monetary policy for several years it was only natural that your podcaster spent considerable time contemplating the essential [...]

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Eurodollar University’s Making Sense; Episode 46; Part 2: Sin City Roulette, The Endangered Gazelles

By |2021-02-17T15:33:00-05:00February 17th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

46.2 Nevada Solution to Covid Economy: CEO as RulerNevada's tourism economy has been wrecked by the Corona. Governor Sisolak, to encourage investment, is proposing to offer corporations to set up their own local government structures. [Emil’s Summary] Having studied monetary policy for several years it was only natural that your podcaster spent considerable time contemplating the essential elements of fiction. Some [...]

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