Interview with Paul Mylchreest

Featuring Paul Mylchreest

Paul Mylchreest, Analyst at ADM Investor Services International, sits down for a wide-ranging conversation with Ned Naylor-Leyland, where Paul delves into his concerns about the current liquidity environment for offshore dollars as exacerbated by Chinese policy, explores the implications of the Fed’s rate hike decision, and seeks the fundamental causes to peculiar moves in the swap market.

Published on
1 January, 2016
Topic
Financial System, China, US Dollar
Duration
30 minutes
Asset class
Equities, Commodities, Currencies
Rating
31

Comments

  • mx

    markettaker x.

    18 8 2018 15:54

    0       0

    My goodness. This feels like such important stuff. Where do we get a complete primer on 'the plumbing'? Milton!

  • TM

    Taylor M.

    28 1 2016 04:27

    1       0

    Thank you for making me feel like I know nothing about Banking. Need to watch this again.

  • SL

    Steven L.

    9 1 2016 05:30

    0       0

    I hope for an update vis a vis no $ leg up and no big daily reverse repo since liftoff.

  • am

    aris m.

    8 1 2016 07:25

    0       0

    I've googled him and not found his reports - anyone have a link?

  • TY

    Tyler Y.

    5 1 2016 13:52

    4       0

    When you feel dumb listening to someone much smarter than you, you invariable grow your mind, and are thus getting smarter. Thank you for making me feel dumb/lacking in knowledge in the short-term

  • TM

    The-First-James M.

    5 1 2016 13:02

    3       0

    Fascinating interview. I think I too need to study the plumbing. This video really brought home to me what I didn't know I didn't know! Thanks so much to those of you who've provided helpful links.

  • DH

    Dale H.

    4 1 2016 22:40

    1       0

    I too need financial lumping 101.. I have used this (Investopedia), for a quick definition of any terms used. http://www.investopedia.com/dictionary/

  • GC

    Gary C.

    4 1 2016 22:05

    2       0

    Fascinating how Mylchreests discussion of the potential Rate Corridor problems ahead of the Fed rate hike,were reported on by Zero Hedge since the hike "Fed Rate Corridor is Broken"

  • DG

    Dana G.

    4 1 2016 21:25

    4       0

    Dave, thanks for that great referral on Mylchreest's post on Scribd. Much appreciated.

  • PW

    Phil W.

    3 1 2016 19:07

    5       0

    thanks Dave, for the links. I see I've got more reading to do

  • DC

    Dave C.

    3 1 2016 01:38

    4       0

    I also wanted to follow up on the Eurodollar markets after reading the report from Paul. I suggest the excellent report series from Jeff Snider of Alhambra partners. http://tinyurl.com/hqtlxmz

  • DC

    Dave C.

    3 1 2016 01:30

    4       0

    People may find the Sept 2015 report from Paul of use in fleshing out some of the concepts discussed (including plumbing).
    https://www.scribd.com/doc/281576107/Do-Central-Banks-Need-A-Plumber

  • KA

    Kelly A.

    2 1 2016 12:38

    4       0

    Time to re-watch Apocalypse Now. Do we replace Brando with Yellen?

  • J

    J. .

    2 1 2016 04:53

    6       0

    I need Plumbing 101 also to
    Understand this guy!

  • LA

    Linda A.

    1 1 2016 20:53

    4       0

    Smart investigative chart work & thoughtful analysis by Paul. No unwind of a huge credit bubble has been orderly. Don't know how bad the outcome will be with central banks' artificial manipulation.

  • DK

    Daniel K.

    1 1 2016 19:46

    11       0

    Jin, here's Milton Friedman's paper on the Euro Dollar Market via U of C-Booth: https://www.chicagobooth.edu/~/media/44CEE6C8A25B4FF2A48925163DAA2F85.pdf

  • AG

    Adam G.

    1 1 2016 17:47

    2       2

    Google ?

  • CL

    Chewy L.

    1 1 2016 17:26

    24       0

    Anywhere one can learn about financial plumbing 101 for dummies in simple layman' terminology?

  • TQ

    Tom Q.

    1 1 2016 16:38

    4       0

    Every person involved in markets should watch this interview.