The US Treasury yield curve has inverted, a capital market klaxon warning that the US is on course for a recession. When did markets begin to move towards inversion? October 2021. What happened then? The debt 'ceiling' (melo)drama.
----EP. 218 REFERENCES----
*Every* Time, Debt Ceiling Impacts Collateral Producing Inevitable Deflationary Currency: https://bit.ly/3rsrOAC
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7
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---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies,
Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "
Marked Up" by
Damma Beatz.
------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/
Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com
David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com
Damma Beatz: https://www.epidemicsound.com/artists/damma-beatz/
"Marked Up": https://www.epidemicsound.com/track/UWBXJoGnC5/