37 min listen
We Have Been Lied To...
ratings:
Length:
21 minutes
Released:
Oct 11, 2023
Format:
Podcast episode
Description
#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollarEveryone wants to know why LT rates are going higher. Is it the Fed? Soft landing? Perhaps inflation with oil? Market curves have had the answer this entire time, but the selloff at first seems to complicate the matter. With data we have, we can start eliminating possibilities. Eurodollar University's Money & Macro AnalysisChair Powell Press Conference Transcript; Sept 20, 2023https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230920.pdfTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityRealClearMarkets Essays: https://bit.ly/38tL5a7
Released:
Oct 11, 2023
Format:
Podcast episode
Titles in the series (100)
Greatest Liquidity Event Since Noah?: Jeff Snider (@JeffSnider_AIP) and Emil Kalinowski (@EmilKalinowski) review three topics: repurchase agreement stresses, low interest rates signalling disorder and why LIBOR doesn't think the Fed's new program is the greatest liquidity event since Noah. by Eurodollar University