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Home / Alhambra Investment Partners / Eurodollar University’s Making Sense; Episode 89, Part 2: Let’s Crack China’s RRR Code

Eurodollar University’s Making Sense; Episode 89, Part 2: Let’s Crack China’s RRR Code

Summary:
89.2 China Warns World of (Next?) Dollar Disorder———Ep 89.2 Summary———The People’s Bank of China lowers its bank Required Reserve Ratio to get money into a slowing economy. A lowered RRR means that there aren’t enough (euro)dollars flowing into China. Why? Because there aren’t enough (euro)dollars in the world. A lower RRR is a warning for the whole world. ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear It———

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89.2 China Warns World of (Next?) Dollar Disorder

———Ep 89.2 Summary———
The People’s Bank of China lowers its bank Required Reserve Ratio to get money into a slowing economy. A lowered RRR means that there aren’t enough (euro)dollars flowing into China. Why? Because there aren’t enough (euro)dollars in the world. A lower RRR is a warning for the whole world.

———See It———

Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/

———Hear It———

Vurbl: https://bit.ly/3rq4dPn
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Google: https://bit.ly/3e2Z48M
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PodcastAddict: https://bit.ly/2V39Xjr

———Ep 89.2 Topics———

02:31 China has lowered its required reserve ratio (RRR)
03:34 What is the mainstream interpretation of a lower Chinese RRR?
04:12 How does the RRR work in managing the inflow of “hot money” (eurodollars)?
08:10 A lowered-RRR has served as international warning of escalating global monetary disorder.
11:34 The RRR cut is an early warning indicator (like in 2018) that contradicts reflation.
14:19 In 2021 the mainstream narrative is for reflation… but China just issued a warning.

———Ep 89.2 References———

How Do You Spell Escalating? C-H-I-N-A-R-R-R: https://bit.ly/3kzlOmS
A Practical History of Financial Markets: https://www.didaskoeducation.org/
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

———Who———

Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins.

 


Jeffrey P. Snider
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. His company is a global investment adviser, hence potential Swiss clients should not hesitate to contact AIP

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