Team Disorder Wrassles the Economy

Nov 18, 2020

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PART 01: US Treasury yields have risen on positive news, especially following the CoVo Vax news from Pfizer. Does it mean reflation has begun? Does it mean the 40-year bond bull market is dead? What do other economic accounts say?

PART 02: America's unemployment rate plummeted from 14.7% to 6.9% in six short months! But it's the same 2010-15 mirage. Even the Federal Reserve doesn't believe it - that's why they edited away the idea of "full employment" in August 2020.

PART 03: Communists in Beijing have a better grasp of the world economy's direction than the capitalists in Washington, London and Brussels. Beijing's 14th Five-Year Plan hints at an isolated Chinese economy, an island unto itself.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
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----------WHAT----------
Vaccine-phoria: https://bit.ly/3pnufSB
No Time For Pfizer, Europe Heads Back: https://bit.ly/38GnchV
Where Is It, Chairman Powell?: https://bit.ly/3eVWiDA
Good Payrolls Still Say Slowdown: https://bit.ly/32GaxaE
Slowdown In The Rebound; Stop Listening To Central Bankers: https://bit.ly/3psbbT1
QE Didn’t JOLT (again): https://bit.ly/2UswUfw
Xi Jinping Is Mao, Only For His Focus to Be On Technology: https://bit.ly/35ubOnf
The Prices And Costs Of What Xi Believes He’s Got To Do: https://bit.ly/32E1SWr
Moving The Bird Back Into Its (Old) Cage: https://bit.ly/35tDkB4

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, the slightly poorer and unsuccessful - but handsomer eurodollar podcast version of Tom Brady. Artwork by the Lance Russell of the art ring David Parkins. Podcast intro/outro is "Temple of Runha" by ELFL at Epidemic Sound.