The Jay Martin Show, Released on 11/30/24

In this weeks episode, Jeff Snider of Eurodollar University breaks down recent selling activity in the U.S. Treasury market by countries like China and Japan. Snider explains that China’s sales of treasuries are driven by dollar scarcity rather than a lack of confidence in the U.S. dollar, debunking common media narratives. Snider underscores the signals of a potential global downturn, citing market behaviours such as rising U.S. dollar values, lower interest rate swap spreads, and subdued copper-to-gold ratios, suggesting significant economic challenges ahead.

0:00 – Intro
0:27 – Is China Dumping U.S. Treasuries?
4:47 – Why Are China and Japan Selling Treasuries?
11:56 – Does a Treasury Sell-Off Signal Trouble?
20:34 – What’s Wrong with China’s Stimulus Approach?
26:12 – How Bad is the Economic Situation in Europe?
31:24 – Is Europe’s Economic Recovery a Myth?
32:15 – Are U.S. Payroll Numbers Misleading?
36:40 – What Does Warren Buffett’s Shift Say About Markets?
40:03 – Could Global Economies Be Stumbling Simultaneously?
43:19 – Can Presidential Policies Change the Economic Path?
46:32 – Is a Global Recession Already Baked In?

Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published nationally at RealClearMarkets, ZeroHedge, Minyanville and Yahoo!Finance. Jeff holds a FINRA Series 65 Investment Advisor License. His company Eurodollar University aims to educate the public on the evolution, nature, and nuances of the Eurodollar system and true monetary principles.

  global economy, jeff snider, market crash, recession