Jeffrey P. Snider Blog | Talkmarkets | Page 1
Chief Investment Strategist at Alhambra Investment Partners LLC
Contributor's Links: Alhambra Investment Partners

As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base.
Jeff joined Atlantic Capital Management, Inc., in Buffalo, NY, as an intern while completing studies at ... more

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Was It A Midpoint And Did We Already Pass Through It?
With the UST and eurodollar curves back at where they were at the end of August when the R-word was everywhere, and with Markit’s PMI data, it sure seemed today like we’ve moved on past a midpoint.
Number Four Gets Back To Looking Nasty
Shocking, perhaps, but in no way unexpected. IHS Markit didn’t just throw a wrench into all that talk about a global rebound, the organization solidly hammered a substantial nail in its coffin.
Time Again For Triple Digit Dollar
Being a member of the institutional “elite” means never having to say you’re sorry, or even admit that you have no idea what you are doing.
Chart Roundup: Bonds Are Indeed Confident
Every piece of the bond market has turned against the prevailing view that the US or global economy is getting better. Long before the coronavirus, the actual evidence is piling up for the opposite case. Just like in 2018.
The TIC Of CNY And China’s 2020 Risks
While most attention is focused on the unfolding human tragedy of the COVID-19 pandemic, the potential for it to be compounded by any economic fallout makes for even more urgency.
The Real Boom
Everyone says the economy is booming but it actually isn’t, and it hasn’t for such a very long time people have largely forgotten what a boom looks like (it doesn’t look anything like this).
Japanese Data: Much More In Store For Number Four
They put it off so long they backed themselves into this corner.
US Sales And Production Remain Virus-Free, But Still Aren’t Headwind-Free
The lull in US consumer spending on goods has reached a fifth month. The annual comparisons aren’t good, yet they somewhat mask the more recent problems appearing in the figures.
European Data: Much More In Store For Number Four
The European part of this globally synchronized downturn is already two years long and only now is it becoming too much for the catcalls to ignore. Central bankers are trying their best, obviously, but the numbers just aren’t stacking up their way.
You Shouldn’t Miss The Cupom
There were rumors that Banco (central) do Brasil was intervening or was going to intervene in its local currency markets, which may be an important signal.
The Dollar’s Demise And All That
Back last June, the dollar had broken its upswing. DXY, one major dollar index, had fallen sharply as had most if not all of the rest.
As The Data Comes In, 2019 Really Did End Badly
Things had already begun moving in the right direction. Transitory headwinds and disinflationary pressures were, to some officials, moved out.
I For One Welcome Our New Robot Overlords
In gross economic terms, it may seem like the robot invasion is a 21st-century phenomenon. It isn’t.
The Real Labor Market
The labor market probably wasn’t anywhere close to what they had hoped at the end of 2014, and it is still that way to begin 2020.
Currency Experts Say…
The world has a big dollar problem on its hands. That’s not a statement which will surprise any of you who have been readers here for any length of time.
Now You Can’t Spell C-C-A-R Without C-L-O
The issue here isn’t crash but vulnerability and weakness. How a monetary squeeze might still be able to squeeze the financial system.
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