Eurodollar University Warning flags are out. SOFR. Tbills. TIPS. Serious deflationary storm is brewing.
Oct 1, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Why Did Reverse Repo Rates Start to Fall?
02:52 • 5min
The Warning Signs of a Second Deflationary Wave
07:30 • 3min
Those Are the Warning Signs of a Third Deflationary Expansion
10:05 • 3min
Inflation Protection Tips Break Even - What Is It?
12:48 • 4min
The Eurodollar Is Behind Everything
16:18 • 2min
The Eurodollar Is No Mild-Managed, Meek, Whatever.
18:10 • 1min