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Show Notes
#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity
Are interest rates going back up, or not? According to many Economists and central bankers (same thing), they believe so because a key metric they use has turned positive after years of being negative. Technically true, while it may be math it is hardly science. Their number is pure voodoo.
Eurodollar University's Money & Macro Analysis
FRBNY: Treasury Term Premia
https://www.newyorkfed.org/research/data_indicators/term-premia-tabs#/overview
Bloomberg: ‘Dark Matter’ Bond Metric Mesmerizes Wall Street and Washington
https://www.bloomberg.com/news/articles/2023-11-09/-dark-matter-bond-metric-mesmerizes-wall-street-and-washington
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7