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PART 01: US Treasury yields have risen on positive news, especially following the CoVo Vax news from Pfizer. Does it mean reflation has begun? Does it mean the 40-year bond bull market is dead? What do other economic accounts say? PART 02: America's unemployment rate plummeted from 14.7% to 6.9% in six short months! But it's the same 2010-15 mirage. Even the Federal Reserve doesn't believe it - that's why they edited away the idea of "full employment" in August 2020. PART 03: Communists in Beijing have a better grasp of the world economy's direction than the capitalists in Washington, London and Brussels. Beijing's 14th Five-Year Plan hints at an isolated Chinese economy, an island unto itself. ----------WHERE---------- AlhambraTube: https://bit.ly/2Xp3roy 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 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 Overcast: https://bit.ly/2YyDsLa PlayerFM: https://bit.ly/3piLtjV 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 ----------WHAT---------- Vaccine-phoria: https://bit.ly/3pnufSB No Time For Pfizer, Europe Heads Back: https://bit.ly/38GnchV Where Is It, Chairman Powell?: https://bit.ly/3eVWiDA Good Payrolls Still Say Slowdown: https://bit.ly/32GaxaE Slowdown In The Rebound; Stop Listening To Central Bankers: https://bit.ly/3psbbT1 QE Didn’t JOLT (again): https://bit.ly/2UswUfw Xi Jinping Is Mao, Only For His Focus to Be On Technology: https://bit.ly/35ubOnf The Prices And Costs Of What Xi Believes He’s Got To Do: https://bit.ly/32E1SWr Moving The Bird Back Into Its (Old) Cage: https://bit.ly/35tDkB4 ----------WHO---------- Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, the slightly poorer and unsuccessful - but handsomer eurodollar podcast version of Tom Brady. Artwork by the Lance Russell of the art ring David Parkins. Podcast intro/outro is "Temple of Runha" by ELFL at Epidemic Sound. |