Market & Economic Analysis

"Study the past if you would devine the future." - Confucius

Eurodollar University’s Making Sense; Episode 18, Part 2: The Emptier Bucket

AlhambraTube: https://youtu.be/G2H1tjTm1mA   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     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, Head of Obscure Movie References. Artwork by David Parkins.[Emil’s Summary] We implicitly assume monetization of debt by central banks is inflationary. But inflation depends on the [...]

By |2020-07-22T19:27:38-04:00July 22nd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|
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A German Stall? Here’s Some Puppets!

It’s one of those things I wish I had more time to thoroughly investigate. What can these Germans possibly be thinking? While the ZEW sentiment indicator actually came back down a bit in July 2020 from its 2005-style perch in June, the ZEW for all of Europe actually went further upward. Either that means Christine Lagarde has been successful (at [...]

By |2020-07-22T19:23:19-04:00July 22nd, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|
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A Japanese Stall?

In sharp contrast to the sentimental deference towards central bank stimulus exhibited by Germany’s ZEW, for example, similar Japanese surveys are starting to describe potential trouble developing. Like Germany, Japan is a bellwether country and a pretty reliable indicator of global economy performance. Both of these places had solidly indicated the globally synchronized downturn long before it was recognized in [...]

By |2020-07-22T17:32:03-04:00July 22nd, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|
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More To Being De-dollared

It’s understandable to an extent. Central banks are omnipotent, central bankers therefore the nearest human equivalent of gods. That’s what we’re all taught, so if something happens somewhere to some market then we’re left to believe it was because one of the gods wanted it that way.Taking this globally, the Fed made a bunch of money in the aftermath of [...]

By |2020-07-21T19:04:15-04:00July 21st, 2020|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|
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Exposing The Golden Lie

To hear it told nowadays, you’d think that gold’s amazing run began when Jay Powell started cranking out bank reserves. Those telling the story equate those bank reserves to effective money printing, so it conforms to the conventional myth about gold’s relationship to the money supply (whatever that is). Throw in a federal government, every federal government, recklessly borrowing and [...]

By |2020-07-21T17:01:59-04:00July 21st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|
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Huge, Massive Difference: De-dollarizing vs. Being De-dollared

There is a tremendous difference between the world de-dollarizing and those living in it being de-dollared. The former is a choice, the latter a fact of existence since August of 2007 (to varying degrees). Yet, most people, especially the “experts”, talk of only the first one as if that was all there is to it.Especially when it comes to China.We [...]

By |2020-07-20T17:56:40-04:00July 20th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|
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Eurodollar University’s Making Sense; Episode 18, Part 1: The Empty Bucket

AlhambraTube: https://youtu.be/SmC9RPgOngk   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   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, Head of Obscure Movie References.  Artwork by David Parkins. [Emil's Summary] We implicitly assume monetization of debt by central banks is inflationary. But inflation depends on the [...]

By |2020-07-20T15:58:51-04:00July 20th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|
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What Capitalism Can Do When Allowed, And Communism Never Will

This article was originally published on Real Clear Markets on July 17th, 2020.   Mikhail Sergeyevich Gorbachev was awarded the Nobel Peace Prize in 1990 “for his leading role in the peace process which today characterizes important parts of the international community.” Maybe, but it sure didn’t start out that way. By that, I don’t mean to suggest Gorbachev was [...]

By |2020-07-20T10:35:07-04:00July 20th, 2020|Economy|
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Of Incomplete Plans and Recoveries

At the monthly press conference China’s National Bureau of Statistics (NBS) now regularly gives whenever the Big Three economic accounts are updated (this time along with quarterly GDP), spokesman Liu Aihua was asked by a reporter from Reuters to comment on how the global economic recession might impact the Communist government’s long range goal of reaching its assigned GDP target. [...]

By |2020-07-17T18:12:31-04:00July 17th, 2020|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|
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