Jeffrey P. Snider | TalkMarkets | Page 211
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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If You Don’t Learn…
Monetarism, at its core, is relatively quite simple. It would have to be, standing upon ground of nothing much more than generic concepts for almost every important economic factor.
Rogue Independence
By all meaningful measures, credit markets today aren’t any different than they were after the first "dollar" wave crested and subsided. Despite all that has transpired all over the place in 2015, this resiliency is worrisome.
Looking To The Future
The problem with Brazil is that its central bank has done everything the monetary textbook requires of it.
Consumers Borrow But Ports Grow Quiet, A Combination That Does Not Lead Anywhere Good
The Fed has many problems with its attempt to convince the world that it has itself fulfilled its recovery mission.
The Federal Sand Castle
Following up from yesterday’s nod toward monetary policy irrationality, the "relevant" markets today continue to profess their concurrence with it all categorized in that manner.
Another Instance Of The Lost Recovery/Economy
The poor and impoverished state of the world is no true wonder given those that have claimed for themselves the “duty” of exceedingly routine disruption and wholesale distrust of markets in favor of their own very narrow interests and abilities.
The Method Of Compression Trades Is Not The Meaning
Dealer banks are accomplishing their withdrawal from FICC and the eurodollar necessities of dark leverage in the typical corporate fashion. For one, there is attrition as past derivatives trades simply runoff or mature.
Swap Spreads Refute Not Just Recovery, But Economics As A Science
Economics is a not a science. It tends to emulate the appearances by which outwardly hard sciences project in terms of rules and especially mathematical complications, but it does not conform.
There's Much In The Swiss
Since October 15, gold, yen and Swiss francs have all been pummeled by what increasingly looks like a "dollar" repeat from the start of Q3.
Oil Is Just Now Starting To Drag
US industrial production contracted again in October, having declined now in seven out of 2015’s ten months.
Japan’s Continual Recession Reveals Something Important About US Consumers
Japan fell back into recession again in Q3, expected this time, which is actually being charitable to Abenomics and especially QQE.
Recalling July Asian ‘Dollar’
The overnight rate in offshore renminbi liquidity surged over 4% today, the fifth such notable heave in this half of 2015.
The New ‘Dollar’ Paradigm
To say that the “dollar” is a mess to begin the week is to state the obvious.
Production Discounting Globally Suggest US Consumers In Deepening Recession
When addressing the inability of monetary policy to actually produce its “inflation” target, the FOMC has been left to hiding.
The Implications Of October 15 And Money Market Duality
The duality of gold in the modern wholesale fabric has perhaps been on display this year more so than at any time since 2008.
Math Is Money Is Physical Oil
Crude oil prices are being slammed again today, as the "dollar" continues to reek about the places where economy and finance come together.
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