The deflationary wave sweeping the global system isn't one thing or another, it is becoming all the things everywhere. That's what makes such a compelling case for the worst case, a deflationary recession. Not just US banks or US markets, here we examine European markets and forward rates and what those mean. SPOILER: the same things.
Eurodollar University's Money & Macro Analysis
Semiannual Monetary Policy Report to the Congress; Chairman Jerome H. Powell; July 17, 2018
https://www.federalreserve.gov/newsevents/testimony/powell20180717a.htm
Benati & Goodhart: Investigating time-variation in the marginal predictive power of the yield spread
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1005123
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Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.
