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We Need to Discuss the Yield Curve Immediately

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Manage episode 429314429 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.

Another part of the yield curve un-inverted, this time the short to long segment. Demonstrating the perpetual inability to make sense of it, mainstream sources are suggesting some "Trump trade" is behind this. No. Unequivocally no. The classic bull case is building and this is merely the latest nascent signal. It isn't complete yet, but incoming data including today's negative retail sales continues to suggest the same case.

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

Twitter: https://twitter.com/JeffSnider_EDU

NYT 30-year U.S. bond is back in big way
https://www.nytimes.com/2006/02/09/business/worldbusiness/30year-us-bond-is-back-in-big-way.html

  continue reading

829 episodes

Artwork
iconShare
 
Manage episode 429314429 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.

Another part of the yield curve un-inverted, this time the short to long segment. Demonstrating the perpetual inability to make sense of it, mainstream sources are suggesting some "Trump trade" is behind this. No. Unequivocally no. The classic bull case is building and this is merely the latest nascent signal. It isn't complete yet, but incoming data including today's negative retail sales continues to suggest the same case.

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

Twitter: https://twitter.com/JeffSnider_EDU

NYT 30-year U.S. bond is back in big way
https://www.nytimes.com/2006/02/09/business/worldbusiness/30year-us-bond-is-back-in-big-way.html

  continue reading

829 episodes

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