Bonds Across The World Are All Signaling The Exact Same Thing
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Show Notes
#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity #lending #credit #europe #japan
Interest rates all over the world are dropping, fast. Economic fundamentals are being repriced in global bonds - hard - now that the September effect has fully dissipated and - this is the important part - the world is more and more confirmed in its ugliness. So much so, even a former Fed hawk has to admit something has changed. Just wait until he finds out what that really means, since he isn't reading interest rates.
Eurodollar University's Money & Macro Analysis
FRB Governor Waller https://www.federalreserve.gov/newsevents/speech/waller20231128a.htm
Bill Ackman interview preview
https://www.bloomberg.com/peer-to-peer
https://www.morningstar.com/news/marketwatch/20231129223/why-bill-ackman-thinks-the-economy-will-need-a-fed-rate-cut-very-early-in-2024
Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7