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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Latest Posts
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When Push Comes To Shove, The Fed’s Got Nothing
According to DTCC’s repo #s, there’s a good chance fed funds was outside the range today, too.
FOMC: Trust Us, Funding Pressures Don’t Really Matter
Losing control of fed funds simply wasn’t in the plan. It’s hard to argue there’s no need for “accommodation” when it’s on every front page.
Losing Control Of Federal Funds: What’s Transmission Got To Do With It?
Transmission. A euphemism for this doesn’t seem to work the way we think it does.
Why The Fed's Overnight Repo Wasn't All About Repo
What has changed in 2019 that is making repo go insane and spillover into fed funds? The only answer we’ve been given is, ironically, UST’s.
EC Nasty Number Four: Repo Chaos, TAF Makes A Comeback, And EFF Shows Us How Inept Officials Really Are
US money markets are in a state of visible disarray. When repo is front-page news that can’t be good.
Stuck At A: Repo Chaos Isn’t Something New, It’s The Same Baseline
Finally, the global bond market stopped going in a straight line.
China Nastier Number Four
Officials in China seem to be taking a page out of Mario Draghi’s playbook.
Where The Global Squeeze Is Unmasked
Trade between Asia and Europe has dimmed considerably. We know that from the fact Germany and China are the two countries out of the majors struggling the most right now.
Retail Math, Stock Sentiment
Are auto sales experiencing a rebound in the second half of 2019, just as Jay Powell has been predicting for the overall American economy? Or is it just another short-term fluctuation?
EC The Obligatory Europe QE Review
QE is the most powerful thing a central bank has ever invented. And someday it just might work. Some day.
Your Unofficial Europe QE Preview
The thing about R* is mostly that it doesn’t really make much sense when you stop and think about it; which you aren’t meant to do.
Consumers With Revolving Credit - Have To, Or Want To?
The Federal Reserve reported yesterday that revolving consumer credit in the US rose by a seasonally adjusted $10 billion in the month of July 2019. That was the largest single monthly increase since November 2017.
Dollar (In) Demand
To restart or even stabilize what makes China’s economy run requires the eurodollar system to supply the monetary capacity for it. What had rocked the Chinese system starting very early in 2014 was this growing dollar shortage.
Labor Data Dependent
Jay Powell can say all he wants how strong the labor market and the economy is, but it’s not what officials say that matters. It is what they do.
A Bigger Boat
Central bankers claim to be data-dependent. It is true but only in the narrowest sense; only when the data is overwhelming does it seem to matter.
EC Is The Negativity Overdone?
Give stimulus a chance, that’s the theme being set up for this week.
1 to 16 of 2174 Posts
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