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Eurodollar University’s Making Sense; Episode 98, Part 3: Lightning Round

Summary:
98.3 Lightning Round: AUD CNY Au/Ag RRP ECB NG1 BoE and QE! ———Ep 98.3 Summary———Lightning round review of the: Australian dollar, Chinese yuan, gold-silver ratio, Federal Reserve’s reverse repo program, European Central Bank’s symmetric inflation target and natural gas. Also, the House of Lords questions the Bank of England’s use of QE. ———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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98.3 Lightning Round: AUD CNY Au/Ag RRP ECB NG1 BoE and QE!

———Ep 98.3 Summary———
Lightning round review of the: Australian dollar, Chinese yuan, gold-silver ratio, Federal Reserve’s reverse repo program, European Central Bank’s symmetric inflation target and natural gas. Also, the House of Lords questions the Bank of England’s use of QE.

———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
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

———Ep 98.3 Topics———

00:00 Intro: A potpourri review of the AUD, CNY, Au/Ag, RRP, ECB, NG1, BoE and QE.
00:28 The Australian dollar and Chinese yuan tracked each other until June 16-18. A warning?
02:45 The gold-silver ratio bottomed on February 25, signaling an end to reflation / inflation.
05:46 Why did the AUD-USD and USD-CNY diverge in June? It coincides with the Fed’s RRP.
06:03 The European Central Bank wants to achieve a “symmetric” 2% inflation target. Pfft, ok.
10:21 There’s a difference between supply-demand price spikes and monetary/fiscal inflation.
15:01 The House of Lords reviewed the Bank of England’s use of QE and found it wanting.
18:23 A few choice quotes from the House of Lords about the BOE and its use of QE.
20:55 Outro: QE continues to disappoint and is a waste of time and socio-economic cost.

———Ep 98.3 References———

China, Australia, and The European Way Into Reverse Repo: https://bit.ly/2WYpuFr
ECB: The new monetary policy strategy: implications for rate forward guidance: https://bit.ly/3h2hlXm
Finally, QuEstioning ‘Easy Money’: https://bit.ly/3h2hlXm
Quantitative easing: a dangerous addiction?: https://bit.ly/3tmCUa7
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7

———Who———

Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the pen of the people, David Parkins.  Podcast intro/outro is “UntrainedEye” by _91nova from Epidemic Sound.

 


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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