Category Archive: 5.) Alhambra Investments
Re-recession Not Required
If we are going to see negative nominal Treasury rates, what would guide yields toward such a plunge? It seems like a recession is the ticket, the only way would have to be a major economic downturn. Since we’ve already experienced one in 2020, a big one no less, and are already on our way back up to recovery (some say), then have we seen the lows in rates?Not for nothing, every couple years when we do those (record low yields) that’s what “they”...
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Bottleneck In Japanese
Japan’s yen is backward, at least so far as its trading direction may be concerned. This is all the more confusing especially over the past few months when this rising yen has actually been aiding the dollar crash narrative while in reality moving the opposite way from how the dollar system would be behaving if it was really happening.
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Monthly Market Monitor – August 2020
Many of the weak dollar trends I noted in June’s update have moderated – even as the dollar has weakened further. US stocks surged over the last month, with growth indices leaving their value counterparts in the dust…again.
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Jeff Snider talks INFLATION, DEFLATION
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#fed #reserve #trade #economy #dollar #bloomberg #neworldorder #finance #bitcoin
Jeff Snider talks INFLATION, DEFLATION
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Eurodollar University’s Making Sense; Episode 24, Part 2: Peering Behind The (Unemployment Rate) Curtain
———WHERE———
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Powell Would Ask For His Money Back, If The Fed Did Money
Since the unnecessary destruction brought about by GFC2 in March 2020, there have been two detectable, short run trendline upward moves in nominal Treasury yields. Both were predictably classified across the entire financial media as the guaranteed first steps toward the “inevitable” BOND ROUT!!!!
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Eurodollars & Global Deflation Risk W/ Jeff Snider | Expert View | Real Vision™
Is the global economy poised to enter another deflationary cycle? Jeff Snider, head of global research and chief investment strategist at Alhambra Partners, believes that we have never enjoyed a true recovery from the global financial crisis - but instead, have merely bounced between cycles of deflation and reflation. In this piece, Snider unpacks the importance of Eurodollars as a key to understanding where the global economy is headed next....
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Writing Rebound in Italian
As the calendar turned to September, the US Centers for Disease Control and Prevention (CDC) issued new guidelines expanding and extending existing moratoriums previously put in place to stop evictions during the pandemic.
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Jeff Snider talks INFLATION, DEFLATION (RCS Ep75)
Interview original date: July 22nd, 2020
Topics: Jeff’s definition of Deflation, Inflation. Monetary Deflation. Consumer behavior and its effect on prices. Production, wages/income, labor market, labor market destruction. UBI, demand, unemployment, supply, spending, savings, credit. 1930s and destruction of deflation, 1800s and deflation then. Did the Long Depression really exist? Gold Standard after the Civil War, fixed money supply, silver...
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This Has To Be A Joke, Because If It’s Not…
After thinking about it all day, I’m still not quite sure this isn’t a joke; a high-brow commitment of utterly brilliant performance art, the kind of Four-D masterpiece of hilarious deception that Andy Kaufman would’ve gone nuts over. I mean, it has to be, right?I’m talking, of course, about Jackson Hole and Jay Powell’s reportedly genius masterstroke.
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Not This Again: Too Many Treasuries?
Tomorrow, the Treasury Department is going to announce the results of its latest bond auction. A truly massive one, $47 billion are being offered of CAH4’s notes dated August 31, 2020, maturing out in August 31, 2027. In other words, the belly of the belly, the 7s.We’ve already seen them drop for two note auctions this week, both equally sizable.
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Fed Watch – “Banking in The Shadows with Jeff Snider” – FED 20
Today, we have the privilege to sit down with Head of Global Research at Alhambra Investments Jeff Snider. We run through the basics of the eurodollar system, why people get it wrong when talking about the Fed, and where we are going from here. Of course, we finish up getting Jeff to talk about bitcoin, and what he says might surprise you!
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Meaning Mexico
It took some doing, and some time, but Mexico has managed to bring its car production back up to more normal levels. For two months, there had been practically zero automaking in one of the biggest auto-producing nations. Getting back near where things left off, however, isn’t exactly a “V” shaped recovery; it’s only halfway.
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Dollar University with Jeff snider, is the Dollar really going down? #finance
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#fed #reserve #trade #economy #dollar #bloomberg #neworldorder #finance #bitcoin
Dollar University with Jeff snider, is the Dollar really going down? #finance
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*These* Are The Real Huge Jobs Numbers, And They Will Make Your Blood Run Cold
There is simply no way to spin these figures as anything good. Not just the usual ones were talking about here, but more so some new data that you probably haven’t seen before. Beginning with the regular, it doesn’t matter that the level of initial jobless claims has declined substantially over the past few weeks
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Monthly Macro Monitor – August 2020
One of the advantages we enjoy here at Alhambra is the opportunity to interact with a lot of investors. We talk to hundreds of individual investors on a monthly basis, giving us a front-row seat to everyone’s fear and greed. Economic data tells us about the past, which isn’t particularly useful for investors focused on the future.
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Part 2 of June TIC: The Dollar Why
Before getting into the why of the dollar’s stubbornly high exchange value in the face of so much “money printing”, we need to first go back and undertake a decent enough review of the guts maybe even the central focus of the global (euro)dollar system.
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Part 1 of June TIC: The Dollar What
While the world is taking the smallest of baby steps in the right direction, mostly it’s been related to the part of the eurodollar system that everyone can see. Not bank reserves and the Fed’s “money printing”, though you can see them and we’re told to obsess about them those things don’t matter.
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Case Study: Advances in Modular WWTP Design by Jeffrey Snider-Nevan, Newterra Decentralized Water
Webinar – Tuesday, August 18, 2020
With our many brands and vast water treatment technologies, we invite you to experience this online library of unique and informative presentations packed with valuable insight, new products & technologies, and product demonstrations relevant to today's water industry. Enjoy!
Newterra’s Reclaiming The World’s Water (A Virtual Expo by Newterra)
August 18 & 19, 2020
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