Market Research2018-08-29T17:01:56-04:00
21Jun, 2021

Eurodollar University’s Making Sense; Episode 82, Part 2: How Last March Proved Beyond Any Doubt The Federal Reserve Is Not a Central Bank

By |June 21st, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

82.2 The Federal Reserve is NOT a Central Bank Pt. 2 ———Ep 82.2 Summary——— In March 2020 long-term US Treasury yields shot higher - why? Aren't these safe assets? Did the 'Treasury market break'? No. [...]

20Jun, 2021

Weekly Market Pulse: Never Mind

By |June 20th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

I thought of Gilda Radner this past week. Actually, I thought of a character she created on the original Saturday Night Live, Emily Litella, who was a regular on the Weekend Update segment. She'd start [...]

18Jun, 2021

Eurodollar University’s Making Sense; Episode 82, Part 1: Federal Reserve Is Not A Central Bank

By |June 18th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

82.1 The Federal Reserve is NOT a Central Bank Pt. 1———Ep 82.1 Summary———What should a central bank be? What does one do? Is what the Fed does 'central banking'? What did Ben Bernanke promise in [...]

18Jun, 2021

Jamie Dimon (Still) Hates Bonds Because Inflation; Other Banks Apparently Love Bonds Because There’s No Credit To Inflation

By |June 18th, 2021|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

JP Morgan’s Jamie Dimon hasn’t produced an enviable track record opining on inflationary potential. He’s forever deeply entrenched in the inflation camp, and because he sits atop the corporate structure of one of the world’s [...]

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