This week, ck and Ansel sit down to discuss unemployment around the world.
Topics:
- Update on QE Activity from the FED and the ECB
- Stock markets rally globally
- The Robinhood effect
- China distancing itself from a CBDC
- Bitcoin stats
- Bearish on China, Greece, and Italy
- Bullish on Mexico
Links:
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
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