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Join us Friday Sept 1 for a free webinar. Register at the link below: https://event.webinarjam.com/channel/eurodollaruniversity #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve #jacksonehole #unemployment #employment JOLTS for July jolted the heck out of the soft landing narrative and for very good reasons. To begin with, why the soft landing view has become so widespread. It isn't necessarily what you might think. We have to dig up the current increasingly absurd version of the Phillips Curve to find out. We also have to be aware of just how close the US economy might be to the recession cliff, savings, student loans and now maybe jobs, too. Eurodollar University's Money & Macro Analysis Jay Powell Press Conference July 26, 2023 https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230726.pdf Jay Powell Jackson Hole August 25, 2023, Inflation: Progress and the Path Ahead https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm FRBSF: Excess No More? Dwindling Pandemic Savings https://www.frbsf.org/our-district/about/sf-fed-blog/excess-no-more-dwindling-pandemic-savings/ Benigno & Eggertson, NBER: IT’S BAAACK: THE SURGE IN INFLATION IN THE 2020S AND THE RETURN OF THE NON-LINEAR PHILLIPS CURVE https://www.nber.org/system/files/working_papers/w31197/w31197.pdf Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL 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 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 PodcastRepublic:https://bit.ly/3LH8JlV DISCLOSURES Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA. |