Home › Videos › 5) Global Macro › 5.) Alhambra Investments › Making Sense Eurodollar University Episode 37 Part 2
Previous post
Next post
Making Sense Eurodollar University Episode 37 Part 2
Europe: The Case of the Missing Economy
Europe’s latest PMI scores tell us the continent is falling into re-recession, perhaps not unlike Japan. Where did the momentum disappear to? The USA has better PMIs but should that give us comfort?Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, submitting “Magnum PMI” script to Hollywood studio. Artwork by David Parkins.
Topics & Time Codes
00:05 What do November’s purchasing manager indices tell us about Japan’s outlook?
02:52 Japan’s PMI scores show not only what the nation is experiencing but its global customers
05:24 Europe’s PMI scores – a few days behind Japan – were ATROCIOUS.
10:11 America’s PMI scores look good! But does a PMI in 2020 mean the same as previous PMIs?
15:00 Absolute levels of economic activity are not as important as the change in the levels.
Articles Referenced
Deflation Returns To Japan, Part 2: https://bit.ly/33qhzAR
A Lesson In PMIs: Relative vs. Absolute: https://bit.ly/2HHWtpU
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
Podcast Locations
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
Follow
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Art: https://davidparkins.com/ |
|
Full story here
Are you the author?
Jeffrey P. Snider is the head of Global Investment Research of Alhambra Investment Partners (AIP). Jeffrey was 12 years at Atlantic Capital Management where he anticipated the financial crisis with critical research. His company is a global investment adviser, hence potential Swiss clients should not hesitate to contact AIP
Previous post
See more for 5.) Alhambra Investments
Next post
Tags:
Permanent link to this article: https://snbchf.com/video/snider-making-eurodollar-university-episode-37-part-2/
by 
