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


Latest Posts
1 to 16 of 2011 Posts
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Proposed Negative Rates Really Expose The Bond Market’s Appreciation For What Is Nothing More Than Magic Number Theory
By far, the biggest problem in Economics is that it has no sense of itself. There are no self-correction mechanisms embedded within the discipline to make it disciplined.
Three-For-One In Poor Housing Data
Homebuilders are increasingly pessimistic, especially in the single-family space. This is, by far, the biggest housing slump since the last true bust (discounting the aftermath following the tax credit “stimulus” in 2010).
The Chicago Way Isn’t Even Partway And It’s Still Not Good For Powell, US Economy
Whether or not the CFNAI has improved upon forecasting techniques is an open debate.
EC Japan’s Surprise Positive Is A Huge Minus
Preliminary estimates show that Japanese GDP surprised to the upside by a significant amount. This is another one of those cases, however, where GDP accounting is beyond unhelpful.
The Potential For Yield Plunge As Dovish Theater
A world starved of the monetary resources does only what it can, the very thing the technocrats and bond kings can never seem to grasp: strong worldwide demand for safe assets.
As Europe Keeps Falling, The Implications For Europe And Everyone Else
The slowdown even downturn perhaps recession in Europe is a symptom of the same negative potential as showing up in the rest of the global economy. The US very much included.
We’re Gonna Need More Doves
Maybe the US avoids a recession, perhaps the rest of the global economy does, as well. Given where things stand right now, though, Euro$ #4 is proving to be one of the nastier ones so in the end that might just be semantics.
From TIC’s Big March Number Right To Powell’s Future Rate Cut(s)
Perhaps it shouldn’t come as a surprise. After all, during the first quarter of this year, several key banks announced they had had enough.
Global Doves Expire: A Hundred Years Of US IP Give Bond Market Another Win
With IP one-third of the way through 2019 suggesting what it does, the only question left to answer is, just how sour? A partial reply is being provided right now by related markets. Rate cut(s) sour.
Global Doves Expire: China’s Big 3 Stats Put To Rest RRR Myths
The Fed has its pause. The ECB is going to conduct another T-LTRO. But of all the central bank responses to the “unexpected” global weakness of late 2018, the Chinese’s was supposed to be the leader.
Global Doves Expire: Fed Pause Fizzles (US Retail Sales)
Retail sales in an actually booming economy would be above 6% consistently with an occasional month in the double digits. In a recession, we would expect to find 3% with more frequent results less than that number.
Effective Recession First In Japan?
For a lot of people, a recession is two consecutive quarters of negative GDP. This is called the technical definition in the mainstream and financial media.
There’s Two Sides To Being (Dollar) Sheltered
Being sheltered is a double-edged sword. We don’t have to immediately face up to what’s wrong. But that also means we don’t notice what it is that’s wrong.
Curves Rhyme, Too
People have started to look back fondly upon the Asian flu. It was a global disaster, a dollar shortage which spread all across mostly Asia but not exclusively. The reason why it is talked about positively nowadays is LTCM and rate cuts.
CNY, Its Doom Sisters, And Chinese Threats
It’s a tell-tale sign of someone who doesn’t know what they are talking about. In the realm of global currency systems, anyone who brings up China’s massive stockpile of US Treasury assets inevitably they assign all the power to the Chinese.
The Mark Of The Eurodollar: Five Years Of China Car Sales
It is the eurodollar’s world, we just live in it. Even the Chinese.
1 to 16 of 2011 Posts
1 2 3 ... 126