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PART 01: You've heard that when the US Treasury yield curve inverts it is a recession warning for the United States. What about when the Eurodollar futures curve inverts? That is a warning too. A monetary red alert for the entire world economy. On December 1st the Eurodollar curve inverted. PART 02: When the US Treasury yield curve inverts it's a recession warning for the United States. What about when the Eurodollar futures curve inverts? That's a warning too; a monetary Red Alert for the entire world economy. On December 1st the Eurodollar curve inverted. Welcome to Hades. PART 03: Since 2008 the pace of purchases, sales - and everything in between - has not affected the price of bond yields. Indeed, bond yields seem to go the opposite way of they're 'supposed' to act. But what about the stock of purchases? Is there a total, that once reached, becomes critical? ----EP. 175 REFERENCES--- This Is A Big One (no, it’s not clickbait): https://bit.ly/3oeNNKf If Not ‘Flow’, Then Has ‘Stock’ ‘Rigged’ The Flattening Curve In QE’s Favor?: https://bit.ly/32Ijkf9 Alhambra Investments Blog: https://bit.ly/2VIC2wWlin RealClear Markets Essays: https://bit.ly/38tL5a7
-------SHOW SPONSOR------- Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.
-----SEE ALL EPISODES----- Alhambra YouTube: https://bit.ly/2Xp3roy Emil YouTube: https://bit.ly/310yisL
----HEAR ALL EPISODES----- Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48M Reason: https://bit.ly/3lt5NiH Spotify: https://spoti.fi/3arP8mY Pandora: https://pdora.co/2GQL3Qg Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB PlayerFM: https://bit.ly/3piLtjV Podchaser: https://bit.ly/3oFCrwN PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK ListenNotes: https://bit.ly/38xY7pb AmazonMusic: https://amzn.to/2UpEk2P PodcastAddict: https://bit.ly/2V39Xjr
---------THE TEAM--------- Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Music is "Silent Night" by One Man Quartet, "O Christmas Tree" by The Evergreen Trio, "What Child Is This" by The Evergreen Trio and "Saint Nick" by Nbhd Nick, all found at Epidemic Sound.
------FIND THE TEAM------- Jeff: https://twitter.com/JeffSnider_AIP Jeff: https://alhambrapartners.com/author/jsnider/
Emil: https://twitter.com/EmilKalinowski Emil: https://www.EuroDollarEnterprises.com David: https://DavidParkins.com/ Terence: https://www.VisualFocusMedia.com Lisa: http://Lisa-Jiang.com/ Lisa: https://twitter.com/@Nylonnerves |