Jeffrey Snider
Contributor since: 2015
It's Inventory Plus Demand
Everything Hitting The Global (Eurodollar) Wall
Curve Inversion 101: U.S. CPI Politics Up Front, China PPI Down(ing) The Back
Simple Economics And Money Math
'Inflation' Not Inflation, Through The Eyes Of Inventory
Demand Wasn't Supposed To Be The Problem
May Payrolls (And More) Confirm Slowdown (And More)
Can't Blame COVID For Latest Retail Sales Crash
Inventory Flood Continues Just As Consumers Tap Out
Another Month Closer To Global Recession
T-Bills Targeted Target
Shipping Around Retail 'Inflation'
Industrial Synchronized Demand
Far From Stellar, Employment Likely Went Negative In April
What Really 'Raises' The Rising 'Dollar'
Is It Recession?
Historic Inventory Continued In March, But Is It All Price Illusion, Too?
China More And More Beyond 'Inflation'
Treasuries, Sure, What About Other Government Bond Curves?
The Short, Sweet Income Case For Ugly Inversion(s), Too
GDP (And GDI) Lays Out The Perfect Supply Shock Case, And Its Downside
JOLTS Three (Data) Body Problem
Inversions And Inventory, The Major Products Of October
Another One Inverts, The Retching Cat Reaches Treasuries
A Whole Lot On Consumers
BLS: We'll Smooth The Payroll Data; ADP: Hold My Beer
Briefing Even More Inventory
Are Central Bankers About To Spike The Ball At The 30-Yard Line (Again)?
Americans Love Spending Online In Certain Januaries
Sky High CPI And The Surging Conflict Of Interest (Rates)
Not Just Where They Are, Where They Seem To Be Heading
Heightened Conflict Of Interest (Rates): When GDP Is Almost All Inventory
FOMC Goes With Unemployment Rate While This Huge Number Is Far More Relevant Economic Data
Bitcoin Like(s) TIPS
Flipping Several Scripts
How Many More Americans Might Have Quit Their Jobs Than The Huge Number Already Estimated
What If More Rapid Wage Increases Are Actually Evidence Of Deflationary Conditions?
One Shock Case For 'Irrational Exuberance' Reaching A Quarter-Century
Future CPIs In Today's Inventory?
Global Trade Case(s) Behind Global 'Growth Scare'