Jeffrey P. Snider | TalkMarkets | Page 4
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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Was This The Fatal Blow To Banking System?! (Urgent Deep Dive)
What's behind the renewed banking woes? Sure, we know it almost certainly has to do with commercial real estate, but we need to get a sense of how much trouble that might lead to.
It All Makes Sense Now
It's not just the payroll data that is conflicted with itself, there are several other mainstream sources where the economic situation depicted by them could not be more different.
I Fear That It Has Started
This isn't about a relatively small New York community bank no one had heard of until yesterday. The market's reactions to it were far more important than the details of that bank's announcement.
Historical Anomaly Is Occurring: Why This Change Matters Now
Wild day in bonds has the market doing something highly unusual. There "shouldn't" be a rally in LT rates so soon after the last big one.
Is The Government Debt Confirming A Crisis
You won't believe how much debt our broke government issued last year. Multiple trillions.
New Survey Shows The Raw Reality Of Our Situation
New York Fed's Empire PMI kicked off the January data cycle by plunging.
The World Isn't Ready For What Happened In China
Unnerved by recent developments in financial markets and its economy, Chinese authorities unveiled a rash of new measures.
Canary In The Coal Mine
Surging to its highest in decades and not all that far anymore from its own all-time mark, it might seem Japanese equity investors are expressing loads of confidence from the Asian perspective.
When The Stock Market Will Crash
The S&P 500 hit another record high. That's proof the US is on track to achieve its Goldilocks scenario, soft landing and disinflation combined.
What Is Going On With The Bond Market?
You often hear someone in the media say the bond market is currently pricing for five or six Fed rate cuts. That's not actually what's being priced.
Breaking Report Shows What's Coming In 2024
The Empire Fed's manufacturing PMI plummeted in January 2024. While it may be just one region for one month, these numbers are some of the worst on record.
Predicting Where Inflation Will Go In 2024
Consumer prices accelerated in December, so that means the term "transitory disinflation" will be out in full force for the third time in a year.
What The Massive Repo Fails Mean For The Markets
There were a whole lot of repo fails at the end of December. What does that mean? What are repo fails? Decoding fails is actually pretty easy with a little bit of knowledge and history.
Bonds Made A Historic Move, Now What?
The recent bond rally - which may not be over - was one for the books. The 10-year US Treasury dropped nearly 120 bps off its yield in only 47 trading days.
It's Starting: The Repo Market Is Failing?!
While everyone was looking into year-end SOFR, real money stuff went haywire. Repo fails surged and swap spreads collapsed more than they had already.
Does This New Data Show I Am Wrong About A Recession?
Payrolls are positive. The unemployment rate is incredibly low. Stocks are soaring.
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