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All-Star Jeff Snider and Erik discuss:

  • Comparing the popular narrative of rapidly improving sentiment with global dollar liquidity indicators
  • Beyond Trade Wars and Trump Tweets: What liquidity indicators are actually telling us about the global economic outlook
  • The “King Dollar” meme: Why a strong USD doesn’t necessarily imply U.S. economic outperformance

Supporting Materials for Download

It Is A Eurodollar World : There Are No Strong Dollars - Jeff Snider 2019 12 09 

Reuters article: BIS on Causes of Repo Shock 

BIS Quarterly Review 

Mr. Snider is Chief Investment Strategist and Head of Global Research at Alhambra Investment Partners.  Through detailed and comprehensive investigation of the global monetary and banking system, he was one of the few analysts to sound the alarm during the run-up to the panic of 2008 and then to predict the rebound in 2009.  His current commentary focuses on the global implications of the ongoing monetary deconstruction including the failure of Federal Reserve and central bank policy.  Mr. Snider is published nationally at RealClearMarkets, NewsMax, David Stockman's Contra Corner, and other places.