Commodities

Not This Again: Too Many Treasuries?

By |2020-08-26T18:35:11-04:00August 26th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Tomorrow, the Treasury Department is going to announce the results of its latest bond auction. A truly massive one, $47 billion are being offered of CAH4’s notes dated August 31, 2020, maturing out in August 31, 2027. In other words, the belly of the belly, the 7s.We’ve already seen them drop for two note auctions this week, both equally sizable. [...]

Eurodollar University’s Making Sense; Episode 23, Part 2: $$ Not Dead When There Are TIC-ked T-bills

By |2020-08-26T16:35:18-04:00August 26th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———WHO———   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, hairball-retching the USD:CNY to 15. Artwork by David Parkins, a Flying Circus surrealist. Podcast intro/outro is “By the Harbor” by Mhern at [...]

Eurodollar University’s Making Sense; Episode 23, Part 1: Bring Out Your Dead (Currency)

By |2020-08-24T16:33:55-04:00August 24th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———WHO———   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, hairball-retching the USD:CNY to 15. Artwork by David Parkins, a Flying Circus surrealist. Podcast intro/outro is "By the Harbor" by Mhern at [...]

Eurodollar University’s Making Sense; Episode 22, Part 3: Low Interest Rates Can Make You Sound Dumb

By |2020-08-21T15:06:38-04:00August 21st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———WHO———   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, trying to punch out of the box. Artwork by David Parkins, the thinking man’s Auguste Rodin.   ———HOW——— Central banks have lowered rates!  [...]

Monthly Macro Monitor – August 2020

By |2020-08-20T15:33:20-04:00August 20th, 2020|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

One of the advantages we enjoy here at Alhambra is the opportunity to interact with a lot of investors. We talk to hundreds of individual investors on a monthly basis, giving us a front-row seat to everyone’s fear and greed. Economic data tells us about the past, which isn’t particularly useful for investors focused on the future. Sentiment, though, is [...]

Eurodollar University’s Making Sense; Episode 22, Part 2: Central Banks Are Dumb

By |2020-08-19T14:54:09-04:00August 19th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———WHO——— Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, trying to punch out of the box. Artwork by David Parkins, the thinking man’s Auguste Rodin.   ———HOW——— Learn why Eugene Fama, the Nobel [...]

Eurodollar University’s Making Sense; Episode 22, Part 1: Ben Bernanke Isn’t Dumb

By |2020-08-17T16:33:58-04:00August 17th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———WHO——— Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, trying to punch out of the box. Artwork by David Parkins, the thinking man's Auguste Rodin.   ———HOW——— Central bankers are [...]

Eurodollar University’s Making Sense; Episode 21, Part 3: Actually Looking in the $$ Toolkit Because Someday There’ll Be A Real One

By |2020-08-14T15:30:19-04:00August 14th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———-WHERE———- AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———-WHO———- Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski.  Artwork by David Parkins, operating with palette knives, color charts, painting palettes, tube wringers and paint rollers.     ———-HOW———- New PMI scores for [...]

Eurodollar University’s Making Sense; Episode 21, Part 1: Actually Looking in the $$ Toolkit Because It’s Too Calm Over At China’s Central Bank

By |2020-08-10T13:06:01-04:00August 10th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

----------WHERE----------AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr ———-WHO———- Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski.  Artwork by David Parkins, operating with palette knives, color charts, painting palettes, tube wringers and paint rollers. ' ----------HOW---------- China's ForEx Reserves are Calm... Too Calm China, [...]

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