Marcelo Perez

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So far Marcelo Perez has created 678 blog entries.

Bloomberg Interview with Jeffrey Snider

By |2018-10-30T11:48:29+00:00October 30th, 2018|Currencies, Economy, Markets|

Why Eurodollars Might Be Key to the Market Sell-Off (Podcast) There’s a huge market out there that doesn’t get much attention: Eurodollars. These have nothing to do with the euro-dollar exchange rate. Instead, eurodollars are U.S. dollar-denominated deposits at foreign banks and overseas branches of American banks. They’re effectively a source of dollars that operates [...]

Bi-Weekly Economic Review: Growth Expectations Break Out?

By |2018-05-21T20:48:14+00:00May 21st, 2018|Bonds, Commodities, Currencies, Economy, Markets, Monthly Macro Monitor, Taxes/Fiscal Policy|

There are a lot of reasons why interest rates may have risen recently. The federal government is expected to post a larger deficit this year - and in future years - due to the tax cuts. Further exacerbating those concerns is the ongoing shrinkage of the Fed's balance sheet. Increased supply and potentially decreased demand [...]

Forget It, China’s Not Booming

By |2018-01-25T13:26:43+00:00January 25th, 2018|Commodities, Markets|

Jeffrey Snider, head of global investment research at Alhambra Investments, says China is in fact not growing rapidly, which sounds disheartening for commodity investors. He reckons a crucial investment metric has weakened, pointing to slower economic expansion: