Jeffrey P. Snider | TalkMarkets | Page 3
Chief Investment Strategist
Contributor's Links: Eurodollar University
Jeff is an Investment Strategist and currently runs Eurodollar University. Formerly the Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheaded the investment research efforts while providing close contact to Alhambras client base. Jeff joined Atlantic Capital ...more

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Simple Economics And Money Math
This doesn’t sound like Americans shifting their spending habits back toward normal, presuming before 2020 was normal. It sounds exactly like broad-based, economy-harming retrenching:
Prices As Curative Punishment
There’s much to already suggest “inflation” rates will come down and not by a little over the coming months even if oil isn’t quite ready. But consumers are expressing a great deal of misery.
A Volcker Pan Recession
What’s the opposite of early '80s FOMC bank reserve restraint? Twenty-first century Japanese QE which massively expands the level of same.
World Bank Tries Reconciling Rapidly Rising Recession Risk
As it now stands, the World Bank isn’t currently forecasting a recession sweeping across the globe. Instead, the organization is merely warning this is a growing possibility.
“Inflation” Not Inflation, Through The Eyes Of Inventory
There is an actual and vast difference between inflation and “inflation”. And in the final results, that difference isn’t strictly or even mainly about consumer prices.
More On Less Demand
Demand wasn’t supposed to be a problem rocking the middle of 2022 with sky-high CPIs making it seem the US economy was on fire. 
Demand Wasn’t Supposed To Be The Problem
Demand is questionable, and this time from America.
May Payrolls (And More) Confirm Slowdown (And More)
What’s left open for argument and concern is now a matter of how much of a downside there might end up being.
ADP Front-Runs BLS And President Phillips
Increasing uncertainty, at least, is apparent in the ADP data for manufacturing jobs, despite the fact the goods economy is supposed to be still on a tear.
Can’t Blame Covid For This One
What a difference a year makes, or, in the growing case of globally synchronized, doesn’t for retailers. Out of the frying pan of non-economic government interference and into the fire of not inflation but something looking worse.
Follow China’s True Line
Every instance when quarantines were imposed, it had been widely claimed China’s economy would bounce right back. It never once did; the slide continued and continues to this month.
Peak Policy Error
What anyone can say for sure is that 2019 hit a rough patch where there was only supposed to have been smooth sailing.
Is It Being Demanded?
Shipping container rates have been dropping since early March – right around the time when we had just experienced our “collateral days” and then stood by to witness chaotic financial fireworks, inversions, the whole thing.
Hong Kong Stocks Pivot Euro$ #5
With Hong Kong share prices, at least the Hang Seng, careening down toward values last seen in 2016, might this be telling us something about the true and more seriously negative potential of Euro$ #5?
Xi’s National Security ‘Stimulus’ Reaches The People’s Bank Of China
Xi announced his big “stimulus” would focus on “national security”, and that brings a fresh – and terrifying – meaning to the word “stimulus” as it is now being applied to the central bank.
T-bills Targeted Target
T-bill rates have been so low, the 4-week so far down under RRP and IOER, and then going lower, the problem of tight collateral supply and redistribution has itself become the baseline case.
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