Jeffrey P. Snider | TalkMarkets | Page 5
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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Companies Are Now Refusing To Hire Employees
The level of hiring in the US has collapsed in a way we haven't seen since 2008 and 2009 (outside the pandemic lockdowns).
The Biggest Risk To The Global Economy
China's President Xi Jinping made a startling admission in his New Year address. For the first time, he said the economy struggled last year.
Why We Are Not Going Into A 1970s Type Of Inflation
For quite a while there, you couldn't go long without hearing about how the 2020s were about to repeat the 1970s.
Before The Fed Cuts Interest Rates
What happens when the Fed pivots and starts cutting rates? We know what's supposed to happen, though it never does.
The Health Of The Monetary System
What we're doing with Euro$ data is trying to assess the health of the monetary system to see if there might indeed be "something" there.
The Real Reason The Fed Is Pivoting
In a very important and very real sense, the Fed has already pivoted by embracing the recent and sharp decline in market interest rates.
One Of The Most Important Signals In All Of Finance
When the dollar goes up it is one of the simplest yet most critical warning signs in all finance. Most people are told it is because of the Fed and its rate policies.
Another Major Central Bank Pivoted
The Bank of Japan has been building expectations for rate hikes all year.
Is This The Black Swan Event The Fed Is Preparing For?
There are several reasons why suddenly the Fed has accepted market rates going sharply lower.
The True Scale Of The Global Dollar Shortage
What's the difference between a dollar short and a dollar shortage? The one comes from the needs of the other.
Why Are Central Banks Pivoting: What Changed?!
Why is the Fed pivoting? More importantly, why now? We have to consider a couple of options since central bank officials are privy to more data than we have.
Is The Bond Market Wrong?! Has It Ever Been Wrong In The Past?
How useful are the esoteric indications and curves? Do they corroborate with anything in reality?
While Everyone’s Focused On CPI - The Oil Market Did Something
The energy sector completely overshadows US CPI for November even as energy prices are one key reason for the heavy disinflation in it.
Repo Spiking Again
Several key issues start with how everything about China is going wrong right now. The country reported a sizable acceleration in deflation, both consumer and producer, on top of increasing problems in its money markets like repo.
Soft Landings Don't Happen
A discussion about the market and the US economy.
All Signs Point To Lower Rates Ahead
Oil prices are down big again. A lot more contango, too. Bond buying remains heavy and while not quite to the bull steepening it's moving in on that key point.
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