Go offline with the Player FM app!
The REAL Reason Interest Rates are TANKING
Manage episode 436478286 series 2679639
Just as low interest rates are being validated in every way, some Economists like Nouriel Roubini are alleging that yields are instead being held down by noted monetary genius Janet Yellen who has the Treasury Department engaged in a form of stealth QE. The problem is actually Economists who think interest rates are nothing more than tools to be manipulated by all-powerful govts when in reality they are more accurate though not perfect reflections of how govts fail.
Eurodollar University's Money & Macro Analysis
Roubini/Miran Hudson Bay Capital ATI: Activist Treasury Issuance and the
Tug-of-War Over Monetary Policy
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf
FT People are flipping out about T-bill issuance
https://www.ft.com/content/f0f62f0b-fee2-463a-a075-3b8dab333f40
TBAC Fiscal Year 2023 Q3 Report
https://home.treasury.gov/system/files/221/TreasuryPresentationToTBACQ32023.pdf
TBAC April 30, 2024
https://home.treasury.gov/system/files/221/TBACCharge1Q22024.pdf
CNN 'Dr. Doom' explains why the Fed will lose its inflation battle
https://www.cnn.com/videos/business/2022/10/19/nouriel-roubini-markets-now.cnn-business
Bloomberg Roubini Sees Significant Chance of ‘No Landing’ for US Economy
https://www.bloomberg.com/news/articles/2024-03-04/roubini-sees-significant-chance-of-no-landing-for-us-economy
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
864 episodes
Manage episode 436478286 series 2679639
Just as low interest rates are being validated in every way, some Economists like Nouriel Roubini are alleging that yields are instead being held down by noted monetary genius Janet Yellen who has the Treasury Department engaged in a form of stealth QE. The problem is actually Economists who think interest rates are nothing more than tools to be manipulated by all-powerful govts when in reality they are more accurate though not perfect reflections of how govts fail.
Eurodollar University's Money & Macro Analysis
Roubini/Miran Hudson Bay Capital ATI: Activist Treasury Issuance and the
Tug-of-War Over Monetary Policy
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf
FT People are flipping out about T-bill issuance
https://www.ft.com/content/f0f62f0b-fee2-463a-a075-3b8dab333f40
TBAC Fiscal Year 2023 Q3 Report
https://home.treasury.gov/system/files/221/TreasuryPresentationToTBACQ32023.pdf
TBAC April 30, 2024
https://home.treasury.gov/system/files/221/TBACCharge1Q22024.pdf
CNN 'Dr. Doom' explains why the Fed will lose its inflation battle
https://www.cnn.com/videos/business/2022/10/19/nouriel-roubini-markets-now.cnn-business
Bloomberg Roubini Sees Significant Chance of ‘No Landing’ for US Economy
https://www.bloomberg.com/news/articles/2024-03-04/roubini-sees-significant-chance-of-no-landing-for-us-economy
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
864 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.