SNB & CHF

An insider's view of regulations, bond markets, bank reserves, central banks, quantitative easing, fancy wines, when it's inappropriate to drink cappuccinos, government-guaranteed bank loans and more! Alfonso "Macro Alf" Peccatiello of The Macro Compass joins Jeff Snider (and Emil). ------EP. 194 TOPICS------ 00:00:00 INTRO: Introducing Alfonso Peccatiello, @MacroAlf and The Macro Compass. 00:04:08 Equities can qualify as high quality liquid assets - if you do it correctly....

“Sell Energy Stocks” Was Originally Published At Marketwatch.com Sell energy stocks? Such certainly seems counter-intuitive advice given high oil prices, geopolitical stress, and surging inflation. However, some issues suggest this could indeed be the time to “sell high.” Before we go further, it is essential to state that I am not recommending selling energy stocks in total. As is always the case, portfolio management is about minimizing risk and preserving...

Retail sales stumbled in December, contributing some to the explosion in inventory across the US supply chain – but not all. Inventories were going to spike even if sales had been better. In fact, retail inventories rose at such a record pace beyond anything seen before, had sales been far improved the monthly increase in inventories still would’ve unlike anything in the data series. And now those inventories have been revised upward. While so, the more...

As the Ukraine regime has imposed martial law in the wake of the Russia invasion, it has also apparently imposed a new near-universal conscription order. USA Today reports: The Ukraine State Border Guard Service has announced that men ages 18 to 60 are prohibited from leaving the country, according to reports. “In particular, it is forbidden for men aged 18–60, Ukraine citizens, to leave the borders of Ukraine,” a statement from the service said, according to CNN....

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There has been some interesting price action in gold & silver recently, as well as renewed talk about the move away from the US dollar, but what do recent developments in the US and around the world actually mean for the markets and the economy? Keith Weiner from Monetary Metals joined Paul “Half Dollar” Eberhart of Silver Doctors on Monday, February 28, 2022, for a robust discussion on gold, silver, the dollar, and more. Some of the topics in today’s discussion...

Interest in ESG bonds has been steadily growing these past years, as investors seek to align their portfolios to climate and social goals like those featured in the Paris Agreement. There are different types of ESG bonds depending on their end goal: either directly support a project, or support a company in reaching general corporate targets. Green bonds, like social and sustainability ones, belong to the first type. Sustainability-linked bonds to the latter. Clear guidelines to gauge the...

Russia's invasion of Ukraine overwhelmed other drivers of the foreign exchange market.  When everything was said and done last week, the odds of a 50 bp hike by the Federal Reserve in the middle of March was little changed slightly above 25%. The odds of a 50 bp hike by the Bank of England have been reduced from a little over 60% before the US government's warning that a Russian attack could happen at any time on February 10 to 36% on February 18.  It has halved...

Legal expert Mark Pieth is amazed that Switzerland is taking its own problematic approach to international sanctions against Russia. This content was published on February 26, 2022 - 11:00 February 26, 2022 - 11:00 Opinion by Mark Pieth Mark Pieth, Criminal Law Professor, University of Basel When Russia invaded Ukraine, the US and the EU announced economic sanctions, whereas Switzerland announced that it would first have to analyse the new situation. The...

The Geopolitics of Degrowth holds that real power flows not from waste, centralization and coercion but from decentralization, relocalization and the free flow of value. Conventional geopolitics is all about more: more military power, more sanctions, more coercion, more influence. The Geopolitics of Degrowth is all about the the power of less: wasting less, consuming less, needing less from other nations, reducing...