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Podcast: Eurodollar University
Episode:

Götterdämmerung
Category: Business
Duration: 01:11:00
Publish Date: 2021-07-12 15:36:18
Description:

PART 01: When the US Treasury yield curve inverts it is a warning that recession is on the horizon. What about when the Eurodollar Futures yield curve rolls over on its back? Not good news either. Would you believe that there's a kink in the curve now? Would you believe it's not great news?

PART 02: The yields on German sovereign bonds began to tumble in May - now we know why. German Factory Orders and Industrial Production delivered lousy results that month. Germany is an export power so these negatives say a lot about the global customer - that's us.

PART 03: A review of US, Chinese and global purchasing manager indices for manufacturing and services shows just a few too many "not great" readings. Not necessarily bad but within the context of HUGE 'money printing' and GIGA deficit blowouts shouldn't the economy be rip-roaring?


----SEE EPISODE #88----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


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----EP #88 REFERENCES----
Eurodollar Curve Quirk Trivia, But Not Trivial To Anti-Inflation: https://bit.ly/2UFv51P
Bond Reversal In Japan, But Pay Attention To It In Germany: https://bit.ly/2VvCa5J
ISM’s Nasty Little Surprise Isn’t Actually A Surprise: https://bit.ly/3k2Y1LU
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "So Casual" by Tigerblood Jewel from Epidemic Sound.
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