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Oh Sh*t, The Narrative has COMPLETELY flipped

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Manage episode 412822275 series 2679639
Content provided by Jeff Snider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Snider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Higher (slightly) interest rates and a couple rising commodities has brought back the reflation trade. For those to be valid, there would have to be widespread confirmation that a meaningful pickup in demand is brewing. Instead, there are huge holes including the most critical signal of them all.

Eurodollar University's Money & Macro Analysis

Mining.com Global copper smelters less active after China’s planned output cuts
https://www.mining.com/web/global-copper-smelters-less-active-after-chinas-planned-output-cuts/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

  continue reading

763 episodes

Artwork
iconShare
 
Manage episode 412822275 series 2679639
Content provided by Jeff Snider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Snider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Higher (slightly) interest rates and a couple rising commodities has brought back the reflation trade. For those to be valid, there would have to be widespread confirmation that a meaningful pickup in demand is brewing. Instead, there are huge holes including the most critical signal of them all.

Eurodollar University's Money & Macro Analysis

Mining.com Global copper smelters less active after China’s planned output cuts
https://www.mining.com/web/global-copper-smelters-less-active-after-chinas-planned-output-cuts/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

  continue reading

763 episodes

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