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Wait a SEC, That’s Not an *RMB* Liquidity Pool
(
alhambrapartners.com
)
2 points
by
cinquemb
on June 28, 2022
|
past
|
2 comments
Not Confusing or Surprising: Q1s Worst Productivity Ever,April Employed Declined
(
alhambrapartners.com
)
11 points
by
cinquemb
on May 10, 2022
|
past
|
3 comments
One More for Euro$ #5: The Mainstream Downgrade Parade
(
alhambrapartners.com
)
2 points
by
cinquemb
on April 26, 2022
|
past
Re-Inversion and CNY
(
alhambrapartners.com
)
1 point
by
johntfella
on April 23, 2022
|
past
I’m ‘Officially’ Calling It: Euro$ #5
(
alhambrapartners.com
)
1 point
by
cinquemb
on April 23, 2022
|
past
China More and More Beyond ‘Inflation’
(
alhambrapartners.com
)
10 points
by
cinquemb
on April 12, 2022
|
past
|
1 comment
Goldilocks and the Three Central Banks
(
alhambrapartners.com
)
1 point
by
cinquemb
on April 7, 2022
|
past
Not Born Yesterday
(
alhambrapartners.com
)
4 points
by
cinquemb
on March 18, 2022
|
past
So Much Fragile *Cannot* Be Random Deflationary Coincidences
(
alhambrapartners.com
)
1 point
by
cinquemb
on March 8, 2022
|
past
BLS: We’ll Smooth the Payroll Data; ADP: Hold My Beer
(
alhambrapartners.com
)
7 points
by
cinquemb
on March 3, 2022
|
past
|
1 comment
The Dirty Demon-Etizing End of a Reserve Era
(
alhambrapartners.com
)
1 point
by
cinquemb
on March 3, 2022
|
past
Swift Not a ‘Nuclear Option’ for Russia, the World Is Eurodollar Not Dollar
(
alhambrapartners.com
)
7 points
by
cinquemb
on March 1, 2022
|
past
|
1 comment
Are Central Bankers About To Spike The Ball At The 30-yard line (again)?
(
alhambrapartners.com
)
1 point
by
cinquemb
on Feb 23, 2022
|
past
The Money Doesn’t *Spread* Inflation
(
alhambrapartners.com
)
3 points
by
cinquemb
on Feb 22, 2022
|
past
|
1 comment
Heightened Conflict of Interest (Rates): When GDP’s Almost All Inventory
(
alhambrapartners.com
)
1 point
by
cinquemb
on Jan 31, 2022
|
past
Deeper into the Weeds of Tic for Red, Blue, and Collateral
(
alhambrapartners.com
)
1 point
by
cinquemb
on Jan 20, 2022
|
past
There’s (Still) a Ghost on the Monetary Throne
(
alhambrapartners.com
)
2 points
by
cinquemb
on Jan 13, 2022
|
past
Petroyuan, Uncle Sams Checkbook, Fed Bank Reserves:Who Sits on Dollars Throne?
(
alhambrapartners.com
)
2 points
by
cinquemb
on Jan 12, 2022
|
past
Taper Discretion Means Not Loving Payrolls Anymore
(
alhambrapartners.com
)
4 points
by
cinquemb
on Jan 8, 2022
|
past
Xi Told You Last January
(
alhambrapartners.com
)
1 point
by
cinquemb
on Jan 4, 2022
|
past
Tic October: The Deflationary ‘Dollars’ Behind the Flat, Inverting Curves
(
alhambrapartners.com
)
2 points
by
cinquemb
on Dec 18, 2021
|
past
Sure, Tomorrow the CPI but Future CPI’s in Today’s Inventory?
(
alhambrapartners.com
)
2 points
by
cinquemb
on Dec 10, 2021
|
past
Questioning the Already Questionable State of Global Demand
(
alhambrapartners.com
)
25 points
by
cinquemb
on Dec 1, 2021
|
past
|
12 comments
The ‘Growth Scare’ Keeps Growing Out of the Macro (Money) Illusion
(
alhambrapartners.com
)
4 points
by
cinquemb
on Nov 24, 2021
|
past
The Wage/Economy Illusion
(
alhambrapartners.com
)
1 point
by
cinquemb
on Nov 12, 2021
|
past
It’s the Other What’s Becoming Ironclad
(
alhambrapartners.com
)
2 points
by
cinquemb
on Nov 5, 2021
|
past
Do Bonds Accurately Price Inflation? Since Before Any of Us Were Born
(
alhambrapartners.com
)
4 points
by
cinquemb
on Oct 23, 2021
|
past
Perception vs. Reality
(
alhambrapartners.com
)
4 points
by
cinquemb
on Oct 20, 2021
|
past
Slowing Down, Yes, but to What?
(
alhambrapartners.com
)
37 points
by
cinquemb
on Oct 16, 2021
|
past
|
32 comments
Eurodollar Famine: The Pendulum of Money Creation Combined with Intermediation
(
alhambrapartners.com
)
3 points
by
cinquemb
on Oct 12, 2021
|
past
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