EPISODE · Nov 18, 2020 · 1H 7M
Team Disorder Wrassles the Economy
from Eurodollar University · host Jeff Snider
PART 01: US Treasury yields have risen on positive news, especially following the CoVo Vax news from Pfizer. Does it mean reflation has begun? Does it mean the 40-year bond bull market is dead? What do other economic accounts say?PART 02: America's unemployment rate plummeted from 14.7% to 6.9% in six short months! But it's the same 2010-15 mirage. Even the Federal Reserve doesn't believe it - that's why they edited away the idea of "full employment" in August 2020.PART 03: Communists in Beijing have a better grasp of the world economy's direction than the capitalists in Washington, London and Brussels. Beijing's 14th Five-Year Plan hints at an isolated Chinese economy, an island unto itself.----------WHERE----------AlhambraTube: https://bit.ly/2Xp3royApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBOvercast: https://bit.ly/2YyDsLaPlayerFM: https://bit.ly/3piLtjVPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr----------WHAT----------Vaccine-phoria: https://bit.ly/3pnufSBNo Time For Pfizer, Europe Heads Back: https://bit.ly/38GnchVWhere Is It, Chairman Powell?: https://bit.ly/3eVWiDAGood Payrolls Still Say Slowdown: https://bit.ly/32GaxaESlowdown In The Rebound; Stop Listening To Central Bankers: https://bit.ly/3psbbT1QE Didn’t JOLT (again): https://bit.ly/2UswUfwXi Jinping Is Mao, Only For His Focus to Be On Technology: https://bit.ly/35ubOnfThe Prices And Costs Of What Xi Believes He’s Got To Do: https://bit.ly/32E1SWrMoving The Bird Back Into Its (Old) Cage: https://bit.ly/35tDkB4----------WHO----------Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, the slightly poorer and unsuccessful - but handsomer eurodollar podcast version of Tom Brady. Artwork by the Lance Russell of the art ring David Parkins. Podcast intro/outro is "Temple of Runha" by ELFL at Epidemic Sound.
What this episode covers
A vaccine may disable one member of Team Disorder
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Team Disorder Wrassles the Economy
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