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Oh Sh*t, The Narrative has COMPLETELY flipped
Manage episode 412822275 series 2679639
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
763 episodes
Manage episode 412822275 series 2679639
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
763 episodes
All episodes
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