EPISODE · Jul 17, 2024 · 17 MIN
We Need to Discuss the Yield Curve Immediately
from Eurodollar University · host Jeff Snider
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 AnalysisEURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ETEURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUNYT 30-year U.S. bond is back in big wayhttps://www.nytimes.com/2006/02/09/business/worldbusiness/30year-us-bond-is-back-in-big-way.html
What this episode covers
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 AnalysisEURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ETEURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUNYT 30-year U.S. bond is back in big wayhttps://www.nytimes.com/2006/02/09/business/worldbusiness/30year-us-bond-is-back-in-big-way.html
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We Need to Discuss the Yield Curve Immediately
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