Jeffrey P. Snider | TalkMarkets | Page 1
Chief Investment Strategist
Contributor's Links: Eurodollar University
Jeff is an Investment Strategist and currently runs Eurodollar University. Formerly the Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheaded the investment research efforts while providing close contact to Alhambras client base. Jeff joined Atlantic Capital ...more

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Fed’s Financial Stability Report Dropped (What You Need To Know)
The Fed's latest semi-annual report on financial risks contains a couple of important updates.
New Housing Data Down 15% In One Month
Updates from the US housing and energy sectors heavily rebuff the idea of reflation. There is supposed to be resurgent demand when new data shows the opposite, including a shocking crash in one critical segment.
Has The Government Debt Crisis Finally Started?
UST yields are up somewhat sharply since early April, raising questions about why.
The Narrative Has Completely Flipped
Higher (slightly) interest rates and a couple of rising commodities have brought back the reflation trade.
The Chinese Banking System Is Collapsing
Is the Great Migration about to get worse? The answer starts in China, where the country reported a sharp fall in consumer prices just last week.
China's Crisis Is Sending A Warning To The World
Yesterday's US CPI reignited the fierce debate over a possibly sticky inflation future. China just ended it by reminding the world of its stubborn deflationary present with the third largest monthly CPI drop in the last twenty years.
New CPI Numbers Shock The Market! (Everything You Need To Know)
Another CPI comes in higher than expected. This isn't some harbinger of an impending price spiral, just the regular fluctuations in consumer prices driven largely by oil.
Oil Is About To Break The Economy
Despite popular misconceptions, a non-economic oil shock like the one we're currently experiencing is not inflationary. On the contrary, history shows it will almost certainly be disinflationary.
Oil Inflation Fears Going Viral
Oil is up sharply as fears over a wider conflict in the Middle East continue to rise. Quite predictably, this has raised widespread concerns over renewed "inflation".
Gold Surges To All-Time Highs
Gold continues to soar, hitting almost as many record highs as stocks.
How Bank Reserves Affect Liquidity
It is critical to understand what is happening in China first of all. The country is suffering from a confluence of longer-term structural imbalances butting up against near-term strategies ostensibly aimed at minimizing the fallout.
The Recession Is Here, And It's Worse Than You Think
We keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources.
Japan Is Now Threatening Major Intervention Against The Dollar
The Japanese are really getting bothered by weakness in the yen. But where is it coming from, and what might be done about it?
What Stage Of The Recession Are We In?
Employing a few critical data points it's easy to see how much of a divergence there already has been and what that likely means for the upcoming period.
Swiss Central Bank Sent A Warning To The World
Few were expecting anything more than a few franc sales from the Swiss National Bank. Instead, the SNB boldly cut its ST rate specifically because it knows what's coming from around the rest of the world.
It Finally Happened After 17 Years… Will They Survive
The Bank of Japan ended its NIRP and YCC, raising its call money rate for the first time in forever.
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