Eurodollar University This Confirms Everything
Nov 8, 2023
The podcast discusses the decrease in oil prices, impact on global economy, and signs of a recession. It explores the correlation between falling oil prices and lower gasoline prices in the US. The weak gasoline supply and decline in demand for petroleum reflect questionable demand in the global economy. The analysis of global bond rates and yield movement highlights the potential move into a recession. The inversion between the three month and six month on the yield curve reflects hedging demand and indicates the state of the economy.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Impact of Falling Oil Prices on Gasoline Prices in the US
02:18 • 6min
Decline in Gasoline and Petroleum Supply: Impact on Global Economy
07:50 • 3min
Analysis of Global Bond Rates and Yield Movement
10:23 • 3min
Analyzing the Three Month Six Month Spread
13:27 • 5min