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Almost everyone missed it.
Episode 394
The fatal flaw is deeply embedded, even within the language we use to describe CPIs. We are wrongly led to believe consumer prices reflect the econom…
3 years, 2 months ago
We really can't afford for this to fail.
Episode 393
China reopening, media rather than money blitz. Bank lending has been hyped though as usual the rest of the story - the important parts - get left ou…
3 years, 2 months ago
China's balloons and the dead dollar.
Episode 392
If the dollar has lost 97% of its value, then why had the world prospered so much during that time when it did? The answer provides tremendous insigh…
3 years, 2 months ago
It was supposed to be getting better but they keep coming.
Episode 391
Interest rate Thunderdome. What appears to be the short end versus the long end, or the longer-term rates against the Fed, the continued surge in lay…
3 years, 2 months ago
Gasoline causing problems again, but what kind?
Episode 390
Resurgent gasoline prices have some thinking about "transitory disinflation." That the improvement in consumer price pressures won't last because of …
3 years, 2 months ago
Here comes the dreaded credit crunch.
Episode 389
Eurodollar University's Money & Macro Analysis
SLOOS
https://www.federalreserve.gov/data/sloos/sloos-202301.htm
April 2008 FOMC Transcript
https://www.fe…
3 years, 2 months ago
Markets right now are pricing the worst.
Episode 388
Eurodollar University's Money & Macro Analysis
Stock & Watson; Has the Business Cycle Changed and Why?
https://www.nber.org/papers/w9127
Bernanke; The G…
3 years, 2 months ago
Once you can see it clearly, it's already too late.
Episode 387
Eurodollar University's Money & Macro Conversation, with Steve Van Metre
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
h…
3 years, 2 months ago
You won't believe what they just reported.
Episode 386
Eurodollar University's Money & Macro Analysis
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderp…
3 years, 2 months ago
History is repeating. Again. And it can cost you big.
Episode 385
Eurodollar University's Money & Macro Analysis
Dow, S&P break records; CNN
https://money.cnn.com/2007/10/09/markets/markets_0500/
Fed explains the big r…
3 years, 2 months ago