#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
What is Eurodollar University?
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.