Economy

What’s Job (cuts) Got To Do With It (everything)

By |2020-10-01T19:34:47-04:00October 1st, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Survivor’s euphoria, but then what? Reopening momentum, though would that be enough on its own? More of a concern, the uptrend was heavily infused by government intervention. How much was organic, how much wastefully artificial (in the sense of “stimulus”; as economic aid, it was necessary)? So many questions, so much to try and sort out as we enter the [...]

What’s Zambia Got To Do With It (everything)

By |2020-10-01T19:35:12-04:00September 30th, 2020|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

As one of Africa’s largest copper producers, it seemed like a no-brainer. Financial firms across the Western world, pension funds from the US or banks in Europe, they lined up for a bit of additional yield. This was 2012, still global recovery on the horizon – at least that’s what “they” all kept saying. Zambia did what everyone does, the [...]

Why Aren’t Bond Yields Flyin’ Upward? Bidin’ Bond Time Trumps Jay

By |2020-09-30T17:33:38-04:00September 30th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

It’s always something. There’s forever some mystery factor standing in the way. On the topic of inflation, for years it was one “transitory” issue after another. The media, on behalf of the central bankers it holds up as a technocratic ideal, would report these at face value. The more obvious explanation, the argument with all the evidence, just couldn’t be [...]

Did The Real Dollar Stand Up?

By |2020-09-29T19:13:16-04:00September 29th, 2020|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Back in early June 2018, the Brazilian real was in free-fall (again). Never bothering to explain why or what was happening, the country’s top central banker just gathered the media together in front of him confident in how what he’d say to its members would be reported as fact. As it was. Not just by Brazil’s press, either. Even if [...]

Why Aren’t Bond Yields Flying Higher Globally? Exhibit A: Germany/Europe

By |2020-09-29T17:45:02-04:00September 29th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Mario Draghi was a very polarizing figure for him to be atop a central bank that has no natural constituency. Sure, there is a European Central Bank but there remain National Central Banks which had retained their own powers and influence following the monetary union. Draghi’s approach rubbed critics the wrong way, a growing legion of them, a lot of [...]

Before Hume, Before Carnegie

By |2020-09-28T20:01:19-04:00September 28th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

For as long as there have been people, there have been great people who have spent their time thinking about money. For as long as money has existed, the reasons to commit so much to studying its beautiful and horrific effects have been obvious. It’s really only been the last half century when ignorance had become the preferred position.So much [...]

Monthly Macro Monitor – September 2020

By |2020-09-28T19:14:41-04:00September 28th, 2020|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Stocks|

The economic data over the last month continued to improve but the breadth of improvement has narrowed. Additionally, while most of the economic data series are still improving, the rate of change, as Jeff pointed out recently, has slowed. I guess that isn't that surprising as the initial phase of the recovery comes to an end. 2nd quarter was a [...]

Eurodollar University’s Making Sense; Episode 28 (Only 1 Part): Bank Reserves & Brent Johnson

By |2020-09-28T15:16:08-04:00September 28th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube:?https://bit.ly/2Xp3roy Apple:?https://apple.co/3czMcWN ? iHeart:?https://ihr.fm/31jq7cI ? Castro:?https://bit.ly/30DMYza ? TuneIn:?http://tun.in/pjT2Z ? Google:?https://bit.ly/3e2Z48M ? Spotify:?https://spoti.fi/3arP8mY ? Castbox:?https://bit.ly/3fJR5xQ ? Breaker:?https://bit.ly/2CpHAFO ? Podbean:?https://bit.ly/2QpaDgh ? Stitcher:?https://bit.ly/2C1M1GB ? Overcast:?https://bit.ly/2YyDsLa ? SoundCloud:?https://bit.ly/3l0yFfK ? PocketCast:?https://pca.st/encarkdt ? PodcastAddict:?https://bit.ly/2V39Xjr4 ? ———WHO——— ? Twitter:?https://twitter.com/JeffSnider_AIP ? Twitter:?https://twitter.com/EmilKalinowski ? Art:?https://davidparkins.com/ ? Jeff Snider, Head of Global Investment Research for Alhambra Investments as Bob Hope.? Brent Johnson, Chief Executive Officer of Santiago Capital as [...]

Bubbles and Balance Sheets, Demanded (Money/Credit) Supply

By |2020-09-25T19:54:32-04:00September 25th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The term “balance sheet recession” is one that had come up more often a little more than half a decade ago. At the same time everyone at the Fed, especially Bill Dudley, was wondering why QE had kept coming up (way) short of every one of its goals, some of them began to speculate about this other thing. If the [...]

Eurodollar University’s Making Sense; Episode 27, Part 3: Duck and Cover, The July Consequences

By |2020-09-25T17:33:59-04:00September 25th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube:?https://bit.ly/2Xp3roy Apple:?https://apple.co/3czMcWN iHeart:?https://ihr.fm/31jq7cI Castro:?https://bit.ly/30DMYza TuneIn:?http://tun.in/pjT2Z Google:?https://bit.ly/3e2Z48M Spotify:?https://spoti.fi/3arP8mY Castbox:?https://bit.ly/3fJR5xQ Breaker:?https://bit.ly/2CpHAFO Podbean:?https://bit.ly/2QpaDgh Stitcher:?https://bit.ly/2C1M1GB Overcast:?https://bit.ly/2YyDsLa SoundCloud:?https://bit.ly/3l0yFfK PocketCast:?https://pca.st/encarkdt PodcastAddict:?https://bit.ly/2V39Xjr ———WHO——— Twitter:?https://twitter.com/JeffSnider_AIP ? Twitter:?https://twitter.com/EmilKalinowski ? Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, who turtle waxes. Artwork lined with graphite by David Parkins. Podcast intro/outro is “Steps” by Cushy at Epidemic Sound. ? ———HOW——— 27.3 US Retail Sales and [...]

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