Category Archive: 5) Global Macro

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Jeff Snider On Salomon Brothers, Repo Market, Velocity, Shadow Money, Banks, FED (RCS Ep 117)

2021-04-07

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Topics- Salomon Brothers, the eurodollar market, treasuries, collateral, derivative market: Jeff tells the story of what happened in the early 90s with the Treasury, Warren Buffett, FED, Primary Dealer Banks, Repo market. Velocity: money supply, shadow money, measuring the monetary system. Repo market as a real monetary market: missing data in the FED’s measurements. FED funds rate, banking system, monetary details.

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Israel’s election: what next for Netanyahu? | The Economist

2021-03-20

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Binyamin Netanyahu, Israel’s prime minister, is campaigning in the country’s fourth election in two years—while also standing trial on corruption charges. Will this election mark a shift in Israel’s political landscape? 00:00 - Four elections in two years: why? 00:57 - How is Netanyahu polling? 01:59 - Netanyahu’s corruption charges 03:03 - What’s next for the corruption trial? 04:33 - What led to government collapse 05:34 - Where has Netanyahu...

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The future of shopping: what’s in store? | The Economist

2021-03-18

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The pandemic has upended the way people buy—online retail has soared as high-street shops and malls close. Brands are now racing to exploit one of the most important weapons in the battle for buyers: their customers’ data. Read our special report on the future of shopping here: https://econ.st/2Q8XQC2 Read more of our business coverage: https://econ.st/2OsXUw2 Listen to “Money Talks” weekly podcast on markets, the economy and business:...

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57a Jeff Snider Reacts Live to Paul Krugman Column

2021-03-17

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Will Stagnation Follow the Biden Boom? So asks New York Times columnist (and Nobel memorial prize winner) Paul Krugman. Jeff Snider listens and reacts to Krugman's lament that though the relief bill is done, recovery may be harder.

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Ep 144- Yields Are Not Showing Inflation ft. Jeff Snider with Srivatsan Prakash

2021-03-16

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Jeff Snider is the Global Head of Research at Alhambra Investments, and well known for his disinflationary views and his Eurodollar University video. Here he talks about why yields' move higher isn't inflationary, why things are still not inflationary at all, and much more.

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How to crunch covid-19 data | The Economist

2021-03-12

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Data analysis has been crucial to better understanding, tracking and preventing the spread of covid-19. The Economist's data journalists give an insider’s steer on how their analysis and presentation of data has shaped our coverage of the pandemic. See all our data journalism in The Economist's graphic detail section: https://econ.st/3qEZnMD Keep up to date with our data journalism by signing up to “Off the Charts,” our new weekly newsletter:...

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How covid-19 is boosting innovation | The Economist

2021-03-10

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Covid-19 has accelerated the adoption of technologies and pushed the world faster into the future. As businesses and organisations look towards the post-pandemic era, what lessons can be learned about innovation? Read more here: https://econ.st/3t6T7yM Chapters 00:00 - How has covid-19 boosted innovation? 01:20 - Drone deliveries 04:20 - How crises lead to innovation 06:47 - How restaurants have innovated 09:29 - Inequality between companies 10:48...

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Nuclear power: why is it so unpopular? | The Economist

2021-03-05

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The meltdown at a nuclear power station in Fukushima, Japan, ten years ago stoked anxieties about nuclear energy. But nuclear is one of the safest, most reliable and sustainable forms of energy, and decarbonising will be much more difficult without it. Further content: Sign up to our newsletter about climate change: https://econ.st/38bLSO9 The Economist also has a new weekly newsletter, Simply Science: https://econ.st/3uWjw4b Find all our...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

2021-03-02

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Lundi 1 mars 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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Iran v America: what’s behind the feud? | The Economist

2021-02-27

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Iran and America’s decades-long feud has led to hostage-taking, sanctions and proxy wars that have shaped the Middle East. What is behind the feud, and can it be resolved? Chapters 00:00 - The history of the feud 01:01 - 1951-53: The Persian Oil Crisis 02:04 - The 1953 coup 04:11 - 1978-1979: The Iranian revolution 05:12 - 1979-81: The hostage crisis 06:58 - 1980-88: The Iraq-Iran war 09:06 - 1983: US embassy bombing 09:50 - Hizbullah 11:00 - The...

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How will covid-19 change travel? | The Economist

2021-02-20

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The covid-19 pandemic has devastated the travel industry. But as vaccines are rolled out and global travel slowly picks up, how will the industry evolve, and will holidays ever be the same again? Read more here: https://econ.st/3aA2row Sign up to The Economist’s daily newsletter to keep up to date with our latest coverage: https://econ.st/3aor3kg Read our special report about the future of tourism: https://econ.st/3bnP1vc Read about why...

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Quick Takes: Not Allowing Deflation *is* the Inflation (w/Jeff Snider Criticism)

2021-02-17

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Two sides of the same coin here, where preventing deflation is the inflation. #JeffSnider #EmilKalinowski #AlhambraInvestments #InflationVsDeflation #LukeGromen #LynAlden

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The Green Market – Episode 1: Charles Hugh Smith, Julian Morris and Martí Jiménez-Mausbach

2021-02-16

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This weeks host, Richard Bonugli, CEO of Cedargold, talks with Charles Hugh Smith (OfTwoMinds.com), Julian Morris (Senior Fellow at Reason Foundation), and Martí Jiménez-Mausbach (Head of Research at the Ostrom Institute) on the works of Hayek, Elinor Ostrom and whether local and decentralised economies can promote Market Environmentalism to the masses, who are looking to find a sustainable solution to the problems of climate change, without...

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Christine Lagarde: How covid-19 will shape Europe | The Economist

2021-02-12

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Europe has been widely criticised for its slow response to the covid-19 pandemic. Christine Lagarde, president of the European Central Bank, discusses the long-term damage and whether things might have been different had there been more female leaders. Chapter titles 00:00 - Covid-19 in Europe 00:52 - How covid-19 worsens inequality 03:35 - Why female leaders have performed better 05:10 - How to have more female leaders 06:38 - Europe’s stimulus...

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Can flying go green? | The Economist

2021-02-10

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Covid-19 has caused the worst crisis in aviation's history. Is this the industry's moment for a green reset—and which technologies offer the best hope? Read The Economist’s special report on business and climate change: https://econ.st/3bbckJZ Sign up to The Economist’s fortnightly climate change newsletter: https://econ.st/3b8FQ3c Find our most recent climate change coverage: https://econ.st/3pQLYkq Can the aviation industry fully recover...

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The minimum wage: does it hurt workers? | The Economist

2021-02-05

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Joe Biden has pledged to raise America's national minimum wage to $15 an hour. Economists traditionally believed that minimum wages actually hurt workers, but recent research has led to a rethink. Sign up to The Economist’s newsletter to stay up to date: https://econ.st/3tgaHl5 Find all of our finance and economics coverage: https://econ.st/3pujLQM Why does low unemployment no longer lift inflation? https://econ.st/3j8sWEj Why a surge in...

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Covid-19 vaccines: what information can you trust? | The Economist

2021-02-03

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Factual and reliable information is vital to creating trust in vaccines and to overcoming the pandemic. Ed Carr, The Economist’s deputy editor, and Natasha Loder, our health policy editor, answer some of the big questions about the global vaccination drive. Chapters 00:00 - Challenges in vaccinating the world 00:45 - Trust in vaccines 02:30 - mRNA vaccines 03:23 - Impact of variants on vaccination 04:29 - Time between vaccine doses 06:09 -...

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GameStop: what it reveals about the US stockmarket | The Economist

2021-01-30

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The frenzied rise of GameStop’s share price baffled Wall Street and panicked the US Treasury. What does the GameStop story reveal about American stockmarkets? Our experts answer your questions. Chapter titles: 00:00 - GameStop surge explained 00:55 - Was Robinhood right to restrict trade? 01:56 - Short selling and short squeezes 03:05 - Is the stockmarket fair? 06:03 - Will it lead to more regulation? 06:51 - Is the US stockmarket overheated?...

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Joe Biden’s top 7 domestic priorities | The Economist

2021-01-29

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President Joe Biden faces numerous domestic challenges, from rolling out the covid-19 vaccine and economic stimulus, to tackling racial inequality and political polarisation. Our experts answer your questions on how Mr Biden can achieve his domestic priorities. Chapter titles 00:00 - America’s multiple crises 00:35 - The covid-19 crisis 02:06 - Climate change 03:51 - Immigration 05:16 - Race relations 07:59 - Income inequality 09:28 - Fake news...

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Covid-19: what will it take to vaccinate the world? | The Economist

2021-01-27

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The race to immunise the global population against covid-19 is under way. With the distribution of safe and effective vaccines posing an unprecedented challenge, what are the key obstacles to overcome? Keep up to date with The Economist’s coverage of the coronavirus: https://econ.st/2Y5BxxW Track covid-19 vaccine rollouts around the world: https://econ.st/3o3t74w Sign up to The Economist’s daily newsletter to to read stories about covid-19 and...

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