Eurodollar Warning Confirmed(?) by USA GER JPN & CHN [Eurodollar University, Ep. 177]
PART 01: The Eurodollar futures curve inverted on December 1st - what's happened since? Also, does the American, German and Japanese sovereign bond market corroborate the Eurodollar futures warning? Lastly, does China's lowering of its bank Required Reserve Ratio buttress the E$ warning too?
PART 02: US Job Openings are near record highs, suggesting a rip-roaring economy. But Hires are nowhere near the same heights, suggesting a lousy economy. On the other hand, quits are at record highs, suggesting great opportunities for employees to upgrade. How to reconcile the conflicting signals?
PART 03: Gillian Tett writes that the US economy is doing quite well (e.g. goods consumption) but also quite poorly (e.g. consumer sentiment) and asks how to reconcile conflicting signals. Jeff Snider reacts live to the Financial Times columnist, suggesting new models are unnecessary.
----EP. 177a REFERENCES---
Euro$ Futures: There Be Landmines: https://bit.ly/3y8PdsU
An Inversion That Will Likely End the Inflation Narrative: https://bit.ly/335vQ8G
A Global JOLT(s) In July: https://bit.ly/31JGQrJ
Jobless Claims Slump to 52-Year Low: https://bit.ly/3IELyIg
How's the Economy Doing? That Depends on Your Perspective: https://on.ft.com/3EJUjOR
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7
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Emil YouTube: https://bit.ly/310yisL
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---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Musical intro/outro is "Sleds" by Cushy found at Epidemic Sound.
------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/
Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com
David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com
Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves
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