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They've got it all wrong.
More reliable than the unemployment rate. Greater accuracy compared to payrolls. Forget Janet Yellen's bluster and misinterpreting all those Chinese PMIs. There's a much simpler, more fun way to judge then deal with macroeconomic risks.
Eurodollar University's Weekly Conversation w/Steve Van Metre
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
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https://www.PortfolioShield.net
RealClearMarkets Essays: https://bit.ly/38tL5a7
THE EPISODES
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Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.