Dec 01 2024 52 mins 44
In this weeks episode, Jeff Snider of Eurodollar University breaks down recent selling activity in the U.S. Treasury market by countries like China and Japan. Snider explains that China's sales of treasuries are driven by dollar scarcity rather than a lack of confidence in the U.S. dollar, debunking common media narratives. Snider underscores the signals of a potential global downturn, citing market behaviours such as rising U.S. dollar values, lower interest rate swap spreads, and subdued copper-to-gold ratios, suggesting significant economic challenges ahead.
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0:00 - Intro
0:27 - Is China Dumping U.S. Treasuries?
4:47 - Why Are China and Japan Selling Treasuries?
11:56 - Does a Treasury Sell-Off Signal Trouble?
20:34 - What’s Wrong with China's Stimulus Approach?
26:12 - How Bad is the Economic Situation in Europe?
31:24 - Is Europe’s Economic Recovery a Myth?
32:15 - Are U.S. Payroll Numbers Misleading?
36:40 - What Does Warren Buffett’s Shift Say About Markets?
40:03 - Could Global Economies Be Stumbling Simultaneously?
43:19 - Can Presidential Policies Change the Economic Path?
46:32 - Is a Global Recession Already Baked In?
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