Category Archive: 5.) Alhambra Investments

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Fed Official: Inverted curve means Fed is awesome [Ep. 269, Eurodollar University]

2022-08-01

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James Bullard, St. Louis Fed chief, says the yield curve is twisted by the inflation surge, and may not be a recession message. Indeed, markets are twisting it because they have confidence the central bank will get control of consumer prices.

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In 1982 the Fed missed an opportunity; it still haunts us [Ep. 267, Eurodollar University]

2022-07-25

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On May 20, 1982 the Fed held an emergency conference call for which transcripts are missing (on purpose? by accident?) to solve the "Drysdale Problem". They 'solved' it by focusing on the trees and ignoring the forest.

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Yield Curve Inversion ‘Infection’ Spreading [Ep. 263, Eurodollar University]

2022-07-20

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The US Treasury yield curve continues to spread and has reached the 52-week bill. The Fed is being told by the market it will be CUTTING rates, soon.

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Own These Assets To Survive The Bear Market

2022-07-19

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Hot inflation is crashing corporate profits, as consumer spending falls and the Fed's rate hikes make the cost of capital more expensive. As a result, stocks remain under pressure and bond default risks grow.

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Why Are Foreigners Happy with Bond ‘Losses’? [Ep. 262, Eurodollar University]

2022-07-18

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Foreign institutions have been merrily losing money on US Treasury holdings for years, buying high and selling low - are they insane? No, their investment behavior reveals that these bonds are used for managing risk, global systemic risk.

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The Economist Reviews Pandemic Goods Boom 2020-22 [Eurodollar University, Ep. 261]

2022-07-14

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The Economist recounts how the pandemic led to a goods-consumption-boom and whether post-pandemic economics means normalization, or a services boom or a recession.

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The Economist Notes UK’s Economy was Maimed 15 Years Ago [Eurodollar University, Ep. 260]

2022-07-13

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The Economist admits to, warns of and draws attention to Britain's 15-year economic depression, labeling it a "slow-burning crisis", "long-standing", "stagnation nation" and "a chronic disease". There are many devastating socioeconomic, geopolitical consequences. It's not just Britain, it's the world.

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MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

2022-07-10

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MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk.

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The Market Is Playing Tug of War With the Fed

2022-07-08

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On the eve of one of the most consequential Jobs Fridays maybe ever, Jeffrey Snider says markets reflect an ongoing struggle between central bankers and investors. The former believe they must continue on their rate-hiking path.

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ReSolve Riffs: Jeff Snider & Emil Kalinowski of Eurodollar University on Inflationary Market Signals

2022-06-18

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The Financial Quarterback Josh Jalinski guest Jeffrey Snider

2022-05-14

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Jeffrey Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system.

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Jeff Snider on how Russia is using the eurodollar system despite sanctions

2022-05-12

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Paul Buitink talks to Jeff Snider of Alhambra Investments. Jeff explains how Russia, despite the sanctions, is still using the eurodollar system to transact internationally, for example by using off-shore banks across the world and middle-men in China and India.

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Does the Fed control the dollar? with Joseph Wang & Jeff Snider

2022-03-14

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Jeff Snider Just Emailed Me About The Repo Market (Here’s What He Said)

2022-03-11

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Check out the Rebel Capitalist Live event June 24th - 26th!!

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Jeff Snider joins The Financial Quarterback™ Josh Jalinski on Bitcoin Clubhouse (YouTube version)

2022-01-08

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The Financial Quarterback™ Josh Jalinski with guest Jeffrey Snider simulcast on Clubhouse Bitcoin, Deflation vs Inflation plus 2022 Outlook, Joe Carlasare, Ben Prentice and others

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Economic Growth Scare: Are Markets Rightly Scared? [Eurodollar University, Ep. 168c]

2021-11-30

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The nominal value of Chinese imports of iron ore, German exports and Japanese exports all look pretty, pretty good. But the unit volume is pretty, pretty awful.

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Jeff Snider: Inflation Vs Deflation. Part 2

2021-11-24

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As the reflation trades cools down and the economic data begins to roll over, Jeff Snider, head of global research at Alhambra Investments, anticipates an ugly, near-term outcome for growth.

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Jeff Snider: Inflation Vs Deflation.

2021-11-23

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As the reflation trades cools down and the economic data begins to roll over, Jeff Snider, head of global research at Alhambra Investments, anticipates an ugly, near-term outcome for growth.

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Why QE Is NOT Money Printing | Jeff Snider & Emil Kalinowski

2021-11-18

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In this episode of On The Margin Mike is joined by Jeff Snider of Alhambra Investments & Emil Kalinowski, Mining & Metals Researcher. Jeff & Emil are hosts of Eurodollar University, a podcast dedicated to analyzing the 2007 malfunction of the monetary system - and how its continuing disorder - affects finance, politics and society.

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Is jeff Snider Wrong about Inflation?

2021-11-17

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