Macro Voices cover image

MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

Macro Voices

00:00

Is Cryptocurrency Crashing?

Jeffrey Toobin: Consumer confidence, euradella futures, Treasury gild curve flattening. We're getting a consistent signal that goes all the way back into last year that tells us something's going wrong. And it's not just in the united states. There's all sorts of contraction indications of recession risk rising across europe. So if consumer prices are going to come down this year, i'm no longer comfortable preparing for the unemployment rate to go up a little bit. That's no longer a problem. The answer is a pacesetters interest rate hike and more central bank easing. But we've been saying that on macro voices for months now. What am i missing

Play episode from 36:17
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app