Independent thinking for complex markets and current events
As the world teeters on the brink of a global recession, it's crucial to understand how interconnected our economies are. This is why the troubles in Europe and Asia are not just their problem but ours too. The domino effect of economic downturns across continents is real.… pic.twitter.com/fg9F2CcrqD — Jeffrey P. Snider (@JeffSnider_EDU) March 7, …
Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published nationally at RealClearMarkets, ZeroHedge, Minyanville and Yahoo!Finance. …
Over the last several weeks there have been concerning developments across the global banking system. Overseas data point to serious enough trouble it is causing foreign official institutions to take evasive actions. But it isn’t just offshore banks; data for domestic US banks shows correlated behavior. What’s behind this sudden global liquidity hoarding? Banks around …
2/ 🧵It all started with Qin Gang, China's foreign minister, who disappeared in June. This was followed by changes in other key positions, including the Governor of the People's Bank of China. pic.twitter.com/usyVBrzT7p — Jeffrey P. Snider (@JeffSnider_EDU) November 1, 2023 4/🧵💡 Remember, political stability is crucial, especially when the economy is involved. China's role …
🚨 WARNING : The Crisis in Swap Spreads 🚨 (NOT Click-bait this is a big deal.) 1/ Have you been keeping an eye on interest rate swap spreads lately? If not, you should be! They've been quietly building and building, and last week, they made a monumental move – the biggest… pic.twitter.com/HUWTV1TIVy — Jeffrey P. …
via Jeffrey P. Snider Euro$ Collateral System is flashing red alarms, and it’s time to pay attention. Japanese govt bills are the epicenter, but this issue runs deeper. Brace yourself, because the global collateral system, which is vital for the financial world, is sputtering. Collateral isn’t just about USTs;; it’s about a complex web of …