China Repeats Its Same Case For No-Inflation Bond Yields
It makes all the difference in the world. Back in the back half of 2018, the word more often being used when compared to that year’s first half had been “slowing.” By the later months, [...]
Eurodollar University’s Making Sense; Episode 74: Geopolitical Futures Are More Than China
74.0: Allison Fedirka on Geopolitics and S. America———Ep 74.0 Summary———Geopolitical analyst Allison Fedirka explains what made some countries socioeconomic success stories, where the next emerging market stars may be, and whether a decentralized international equilibrium [...]
Weekly Market Pulse (VIDEO)
In this Weekly Market Pulse, Alhambra CEO Joe Calhoun discusses inflation, job openings, consumer sentiment, industrial production, and the economic recovery.
Weekly Market Pulse: Bonds Didn’t Get The Inflation Memo
It was all over the news last week. Inflation has arrived. The CPI was hotter than expected. The PPI was even hotter. Import prices were up and export prices were up more. It was impossible [...]
Eurodollar University’s Making MORE Sense; Episode 73: What Did Ip Say About This Inflationary Tight Job Market?
73.0: LIVE! Reaction Answering the WSJ's Greg Ip———Ep 73.0 Intro———According to a Wall Street Journal opinion column, solid wage growth and unfilled openings point to much less labor market slack than headline unemployment data. Might [...]
More Than A Benchmark Peeve
Why do economic data providers continue to overstate reflationary periods? This is more substantial than a pet peeve, though to many if not most it might seem like splitting hairs. We’ve seen this happen repeatedly [...]
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