Category Archive: 5) Global Macro

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Eurodollar University’s Making Sense; Episode 24, Part 2: Peering Behind The (Unemployment Rate) Curtain

2020-09-06

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy 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/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK...

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Powell Would Ask For His Money Back, If The Fed Did Money

2020-09-05

by Jeffrey P. Snider

2020-09-05

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™

2020-09-04

by Jeffrey P. Snider

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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China v America: why universities are on the front line | The Economist

2020-09-04

by The Economist

The covid-19 pandemic could cause a massive drop in the number of Chinese students travelling abroad. That would be disastrous for many Western universities—but for the Chinese government, it is a geopolitical opportunity. Read more here: https://econ.st/3557Pxz Further reading: Find The Economist’s most recent coverage of covid-19: https://econ.st/2CQRUr2 Sign up to The Economist’s daily newsletter to keep up to date with our latest covid-19...

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Writing Rebound in Italian

2020-09-04

by Jeffrey P. Snider

2020-09-04

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)

2020-09-02

by Jeffrey P. Snider

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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Deflation of the Citizenry’s Hard Assets Will Be a Huge Buying Opportunity for Insider Power Elites

2020-09-02

by Charles Hugh Smith

2020-09-02

The gravy train will have to stop at some point, but right now the global elites have pushed their chips on to the U.S. dollar and stocks. Editor's note: This is a guest post by my friend and colleague Zeus Yiamouyiannis, Ph.D., who has contributed essays to Of Two Minds since 2009.

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Drivers for the Week Ahead

2020-08-31

by Win Thin

2020-08-31

The dollar is likely to remain under pressure after Powell’s dovish message at Jackson Hole. August jobs data Friday will be the data highlight of the week. The Fed releases its Beige Book report Wednesday; Powell will face many questions about the Framework Review that he unveiled at Jackson Hole.

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America’s Metastasizing Class Wars

2020-08-29

by Charles Hugh Smith

2020-08-29

Class wars are the inevitable result of an economic system in which 'anything goes if you're rich enough and winners take most'. The traditional class war has been waged between wage-earners (who sell their labor) and their employers (owners of capital and the means of production).

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This Has To Be A Joke, Because If It’s Not…

2020-08-28

by Jeffrey P. Snider

2020-08-28

US Treasury and Auction Rates, Oct 2018 Aug 2020

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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America’s stimulus package: is it working? | The Economist

2020-08-27

by The Economist

America has spent trillions of dollars on stimulus packages to prop up its economy in the face of the covid-19 pandemic. But is it working—and what will the long-term effects be? Our experts answer your questions. Question timecodes: 00:00 Introduction to US economic stimulus 00:44 Where does the stimulus money come from? 01:43 Will the funds actually reach the people who need it most? 03:00 How does the American economic stimulus compare to other...

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Not This Again: Too Many Treasuries?

2020-08-27

by Jeffrey P. Snider

2020-08-27

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

2020-08-26

by Jeffrey P. Snider

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! Alhambra Investments: https://alhambrapartners.com/commentaryanalysis/ Alhambra Youtube:...

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Monthly Macro Monitor – August 2020 (VIDEO)

2020-08-26

by Marcelo Perez

2020-08-26

Monthly macro monitor review of August 2020 with Bob Williams and Joe Calhoun.

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Meaning Mexico

2020-08-25

by Jeffrey P. Snider

2020-08-25

Mexico Light Vehicle Production, Jan 2006 - Jul 2020

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

2020-08-24

by Jeffrey P. Snider

Subscribe here for more : http://www.youtube.com/channel/UCZIFOCfVxLJexAKnSb2TWXg?sub_confirmation=1 Support! ;) http://www.ko-fi.com/aminray #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

2020-08-24

by Jeffrey P. Snider

2020-08-24

U.S. Unemployment Insurance; Initial Jobless Claims, Mar 2017 - Jun 2020

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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* WTF: What The Fed?! – Mike Maloney, Chris Martenson, Grant Williams, Charles Hugh Smith, A. Tagga

2020-08-23

by Charles Hugh Smith

Watch the full event free at https://goldsilver.com/wtf “The plain truth is… we are in the middle of QE4 right now” – Grant Williams during WTF: What the Fed. The Federal Reserve looks to be pumping a healthy patient of full of drugs… Something is not adding up. And Mike Maloney agrees… He recently recorded a free event dedicated exclusively to the topic of the Fed’s recent actions... to help you understand what it’s doing and what it means...

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