99.3 US Dollar Gains Value – Bad News for the World ———Ep 99.3 Summary———In 1971, US Treasury Secretary John Connally told a group of European finance ministers that the US dollar “is our currency, but your problem.” Half a century later, the problem has grown bigger encompassing the whole world. A world that is short of dollars. ———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———
Jeffrey P. Snider considers the following as important: Alhambra Research, bonds, commodities, currencies, Economy, Eurodollar University, Federal Reserve/Monetary Policy, Making Sense, markets, Stocks
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99.3 US Dollar Gains Value – Bad News for the World
———Ep 99.3 Summary———
In 1971, US Treasury Secretary John Connally told a group of European finance ministers that the US dollar “is our currency, but your problem.” Half a century later, the problem has grown bigger encompassing the whole world. A world that is short of dollars.
———Ep 99.3 Topics———
00:00 Show Intro: Were there warnings globally synchronized growth reflation was at serious risk?
01:23 The third reflation, Globally Synchronized Growth, was fatally wounded in September 2017.
02:59 A series of anomalies were recorded across various markets from September 5-8, 2017.
06:37 The US dollar inflected away from reflation in September 2017 – again, another warning.
13:09 The US dollar is inflecting away from reflation now – another warning?
15:11 The US dollar’s recent move can be observed in the many iterations of the dollar.
15:35 Is it a random coincidence that the dollar is behaving similarly in 2021 as in 2017?
17:58 Show Outro: the goal of this show is to get cancelled, for lack of interest.
———Ep 99.3 References———
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the top hat of illustrated monetary satire, David Parkins. Podcast intro/outro is “Nite Glo” by Molife from Epidemic Sound.