Curve Inversion Confirmed by Fed's US Treasury Lending [Eurodollar University, Ep. 204]

Eurodollar University · Mar 21, 2022 · 26m

The US Treasury yield curve has inverted, likely because the US economy is weak sauce. But what if we focused solely on shadow-money variables? Can we confirm the inversion warning via measures of shadow-collateral? (Yes)

----EP. 204 REFERENCES----

There Is An Absolutely Solid Collateral Case For What’s Driving Curve Inversion(s) [Part 1]: https://bit.ly/3wzX2JJ

Alhambra Investments Blog: https://bit.ly/2VIC2wWlin

RealClear Markets Essays: https://bit.ly/38tL5a7

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Alhambra YouTube: https://bit.ly/2Xp3roy

Emil YouTube: https://bit.ly/310yisL

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