8 min read
Weekly Market Pulse: Discounting The Future
The economic news recently has been better than expected and in most cases just pretty darn good. That isn’t true on a global basis, as Europe
Tag : Alhambra Research
8 min read
Eurodollar University Episode 168, Part 3: The Red Pill of Growth ‘Scare’
168.3 Economic Growth Scare: Are Markets Rightly Scared?———Ep 168.3 Summary———The nominal value of Chinese imports of iron ore, German
Eurodollar University Episode 168, Part 2: Given All That’s Going On, Good Time To Red-Pill Bond Market Skeptics
168.2 Federal Reserve HAS NOT rigged the bond market ———Ep 168.2 Summary———The Federal Reserve, and other central banks, buy tremendous
Eurodollar University Episode 168, Part 1: Market Already Declares Powell’s Second Term Over Before It Begins
168.1 Market says Powell’s Second Term Already a Failure———Ep 168.1 Summary———Jay Powell has been nominated by President Biden to serve
1 min read
Eurodollar University Episode 164, Part 3: What’s Wrong W/Money Velocity Is What’s Wrong About Money Supply
164.3 Economists Can’t Define Money nor Observe Velocity———Ep 164.3 Summary———M1 and M2 once informed central bank decisions. But the
1 min read
Eurodollar University Episode 164, Part 2: The Chinese Have Sent A Specific Message From The CCP’s Sixth Plenum
164.2 Beijing’s Sixth Plenum Confirms World Economy Stinks ———Ep 164.2 Summary———Beijing reconfirmed what was made clear in 2017,
1 min read
Eurodollar University Episode 164, Part 1: From The Only Perspective That Matters (global $s), Inflation Never Had A Chance
164.1 TIC-ked Off About Not Enough Money to Recover Global Economy———Ep 164.1 Summary———America’s September 2021 Treasury International
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Eurodollar University Episode 160: A Conversation With Russell Napier
160.0 Interviewing Russell Napier: What the Asian Financial Crisis Wrought———Ep 160.0 Summary———Author, reformed lawyer, economic
1 min read
Weekly Market Pulse: Who’s the Sucker?
Look around the poker table. If you can’t see the sucker, you’re it. Warren Buffett I actually don’t know if Warren Buffett was the first to
1 min read
Eurodollar University Episode 157, Part 3: Let’s Go Inside A Taper Where You’d Think It’s About Money (but you’d be very, very wrong)
157.3 Will the Next Fed Chair be a Theoretical Grammarist?———Ep 157.3 Summary———The last time the Federal Reserve tapered its QE program
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Eurodollar University Episode 157, Part 2: Is It Time To Start Thinking About (bond) Landmines?
157.2 The US Treasury Bond Market “Landmine” is Primed———Ep 157.2 Summary———The “landmine” has been part of each of the four
1 min read
Eurodollar University’s Episode 157, Part 1: Just Why CPI to the Sky
157.1 Consumer Prices Surge Worldwide in October – Why? ———Ep 157.1 Summary———Around the world data shows consumer prices are
1 min read
Weekly Market Pulse: Paging George Katona
Consumer sentiment hit a decade low last month, falling 6 points from an already low level. The culprit? Inflation, which we learned last week hit a
Eurodollar University’s Making Sense; Episode 150, Part 3: China’s Central Bank Balance Sheet’s Dollar Flash
150.3 Warning Indicator Blinks Red on PBOC Balance Sheet ———Ep 150.3 Summary———What kind of foreign assets do you own PBOC? Well, we are
Eurodollar University’s Making Sense; Episode 150, Part 2: Are All CPI’s The Same Thing? No and the Bond Market Tells You
150.2 History Lesson: Inflation vs. Bond Yields vs. CPI———Ep 150.1 Summary———We review the 1950s, 1960s, 1970s, 2000s and 2010s to study