July 10, 2023 – The US economy was supposed to be in recession by now, right? The yield curve inverted almost a year ago and a slew of other reliable recession indicators have been flashing red for some time. Why not this time? Could the unprecedented response to COVID be to blame?
October 18, 2022 – The factors that drove the disinflation trend of the last four decades are coming to an end. Globalization and demographics, the two big trends that have worked to hold down prices and wages for so long, are reversing. This new environment will change how we invest for years to come.
August 6, 2020 – The shock of the self-inflicted COVID recession is behind us. What we’re all wondering now is what comes next? Will the economy recover to its previous state? Something better? Something worse? That will be determined by the second and third-order effects and they are already starting.
January 27, 2020 – A wide gap has opened between the stock market and economic reality. At some point, this gap will be have to be closed. In this month’s Follow the Money, Jeff Snider looks at how that might happen.
December 11, 2019 – QE. Quantitative Easing. The most misunderstood, misinterpreted, misconstrued, mis-overestimated economic policy of the current monetary era. Our special report will help you make sense of what really happened over all these years.
November 12, 2019 – What does Argentina have to do with the price of condos in Miami? How does China’s 19th Communist Party Congress cause a currency crisis in Buenos Aires? Jeff Snider connects the dots in the second issue of Follow the Money, “It Was The Eurodollars All Along”.
October 8, 2019 – On Monday, September 16, funding markets came under significant pressure. In repo, the GC rate (UST) jumped to 2.876% from 2.288% the Friday before. Repo rates and other money rates like federal funds had been elevated already but this 60-basis point move was highly unusual.
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