I will be taking a few days of “unwind” before next Wednesday’s Fed meeting and Chair Yellen press conference. Last Friday, Rick Santelli and I talked about the ECB and I am posting that but the last few Christmas Eves Rick has had me on and we discuss predictions about the coming year. There are no safe predictions from this blogger as I will venture far from shore but always try to put my best thoughts forward.
Archive for the ‘CNBC’ Category
Notes From Underground: Before a Short Hiatus …
December 10, 2015Notes From Underground: Santelli Exchange — Debt & Global Bond Markets
July 7, 2015
Click on the image to watch me and Rick discuss why governments and central banks shouldn’t be paying attention to equity markets (in addition to Greece and China)
Notes From Underground: CNBC’s Santelli Exchange — Draghi Will Be `Screaming’
May 6, 2015
Click on the image to watch me and Rick discuss crude oil, Mario Draghi and why it’s better to be short French OATs, not German bunds.
Notes From Underground: `Germany Is a National Tea Party’
January 26, 2015
Click on the image to watch Rick and I discuss the political ramifications of the ECB’s QE announcement.
Notes From Underground: CNBC Santelli Exchange — Flattening the Yield Curve
December 28, 2014
Click on the image to watch Rick and I discuss the U.S. 5/30 YIELD CURVE and how there’s no market signals but central bank signals.
Notes From Underground: Santelli Exchange–Fischer’s Fed View
July 13, 2014
Click on the image to watch Rick and I discuss the battle between Janet Yellen and the BIS, as well as Fischer’s July 10 remarks.
Notes From Underground: Santelli Exchange–Grading Yellen (CNBC)
July 1, 2014
Click on the image to watch Rick and I discuss Fed Chair Yellen’s job performance.
Notes From Underground: Are Markets Still the Place to Be? (CNBC)
April 10, 2014
Click on image to watch me discuss the markets, ECB and Mario Draghi.
Notes From Underground: Assessing Fair Market Price (CNBC)
March 26, 2014
Click on the image to watch Rick and I discuss Jeremy Stein’s March 21 speech and the 5/30 curve.
Notes From Underground: Taper Impact on Emerging Markets (Santelli Exchange)
January 30, 2014
Click on the image to watch Rick Santelli and I discuss the selloff in emerging markets, as well as the U.S. government’s myRA plan.