Jun 11, 2020
This week, ck and Ansel sit down to discuss unemployment around the world.
Update on QE Activity from the FED and the ECB
Stock markets rally globally
The Robinhood hood effect
China distancing itself from a CBDC
Bearish on China, Greece, and Italy
Bullish on Mexico
Fed balance sheet: https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm
Broad spectrum asset purchases: https://www.svb.com/de/blogs/eric-souza/alphabet-soup-the-federal-reserve-releases-an-array-of-emergency-measures
Inflation expectations: https://fred.stlouisfed.org/series/T5YIFR
More stimulus from the ECB: https://www.brookings.edu/blog/up-front/2020/05/26/whats-the-ecb-doing-in-response-to-the-covid-19-crisis/
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Ansel Lindner on Twitter @AnselLindner
Christian Keroles on Twitter @ck_SNARKs