
Sign up to save your podcasts
Or
#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve #income #jobs
The 2-year US Treasury continues to press a fundamental case for the US economy that looks nothing like the last GDP number. Despite an official narrative for a strong labor market, the evidence instead shows serious and growing weakness where it counts the most - incomes. That major deficiency has been masked by the remnants of the supply shock. Now the leftover economy from that era is on a collision course with incomes.
Eurodollar University's Money & Macro Analysis
FOMC Minutes September 19-20, 2023
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20230920.pdf
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7
4.7
437437 ratings
#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve #income #jobs
The 2-year US Treasury continues to press a fundamental case for the US economy that looks nothing like the last GDP number. Despite an official narrative for a strong labor market, the evidence instead shows serious and growing weakness where it counts the most - incomes. That major deficiency has been masked by the remnants of the supply shock. Now the leftover economy from that era is on a collision course with incomes.
Eurodollar University's Money & Macro Analysis
FOMC Minutes September 19-20, 2023
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20230920.pdf
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7
3,072 Listeners
914 Listeners
203 Listeners
934 Listeners
247 Listeners
359 Listeners
1,035 Listeners
1,347 Listeners
113 Listeners
386 Listeners
274 Listeners
216 Listeners
55 Listeners
365 Listeners
96 Listeners